OUR TECHNOLOGY
OUR TECHNOLOGY STACK
Our technology empowers modern financial systems, which are now on the internet, just like us. Our 100% cloud-based software platform energizes your company’s growth by providing the financial data you need, when you need it, on any device connected to the internet.
Our technology utilizes proven third-party software applications that integrate seamlessly with your general ledger. This interoperability saves time, improves accuracy, and provides more robust data.
We use proven third-party software applications that integrate with your general ledger. This interoperability saves time, improves accuracy and provides more robust data.
As a certified CFO, I bring a robust blend of expertise and accreditation to the table, ensuring that my strategic financial management not only aligns with industry best practices but also drives substantial value and innovation in the services sector. My certification is a testament to my commitment to excellence and my capability to navigate complex financial landscapes effectively, making me a trusted advisor in your journey towards greater profitability and business success.
General Ledger
Performance Improvement
Process Workflow Improvement
Administration & Communication
GENERAL LEDGER
The general ledger is the system that processes your financial transaction to produce financial Statements.
QuickBooks is the market leader for small business accounting software.
We are QuickBooks Pro Advisors, highly trained and experienced in its use.
As a business grows, so does its transaction volume and complexity.
We are a Sagelntacct partner, deploying this system for customers who need more robust systems, reporting and automation.
PERFORMANCE IMPROVEMENT
Providing automated financial planning and analysis to forecast and measure growth in sales, profit and cash flow. These platforms connect to your general ledger.
Financial Planning & Modeling
PlanGuru allows you to develop a monthly financial roadmap and KPIs to help manage your company’s growth. You’ll have a rolling 12-month view of financial and operational metrics available anytime via a dashboard or reports.
Short-Term Cash Flow Forecasting
Though its automated weekly cash flow forecasting, Dryrun helps to ensure you have enough cash on hand to meet short term needs.
Dashboard
Reach Reporting provides extended dashboard capabilities for QuickBooks Online.
TRANSACTION AUTOMATION
Ensures good financial data is timely and available.
Automated Accounts Payable
With Bill.com, all of your bills are approved, stored and paid digitally in one place – plus, it syncs to QuickBooks Online and Sagelntacct.
Automated Expense Management
Expensify provides a simple solution to record and manage employee expense reporting. Offering one-click receipt scanning and automatic approval workflows, your employees will spend less time on expense reporting and more time doing other work.
PROCESS WORKFLOW SYSTEM
Providing an optimal client experience.
We use Monday.com as our internal workflow management system because it allows us to track and measure the best possible customer experience.
ADMINISTRATION &
COMMUNICATION
