Seamless Accounting Overvidew
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Background and core services
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Seamless Accounting Overvidew
- 2. Seamless Accounting Team Background ⢠20 Years Operations & Process Management Contract Manufacturing, Logistics, Distribution ⢠8 Years Corporate Financial Planning & Analysis Medical Device, Semiconductor ⢠Licensed CPA focused on Effective & Efficient solutions ⢠Partner with 30 Years in Tax Compliance & Resolution ⢠Network of Industry Specialists
- 3. Workflow Efficiency with Effectiveness Traditional Workflow â 8 x 5 Requires a minimum of 8 touches by 5+ people &took a week+ to complete 1. Receive, op en & distribute invoice 2. Review & approve bill 3. Code bill 4. Review coding 5. Enter bill, generate report 6. Indicate bill ready to paid in cash Our Workflow - 5 x 1 New process requires 5 touches yet takes 1 day 1. Send bill to Bill.com 2. Enter bill & route for approval 3. Review & approve for payment 4. Schedule payment 5. Review all transactions online 7. Print, sign, & mail checks 8. File paperwork
- 4. Minimizing Miscommunication Secure, Paperless, Vendor Payments; Stored Online ⢠⢠⢠⢠Employing advanced check fraud controls Eliminating check printing & mailing Tying payment to the transaction by attaching copy of invoice to payment Providing âelectronicâ filing cabinet
- 5. Liquidity Know Your Cash Position &Projected Cash Flows ⢠Calendar shows actual or accrued cash coming in &going out ⢠Updated book balance pulled from accounting software ⢠See future cash flow to manage payment dates and operation needs
- 6. Core Technologies Best in Class Design with >160K Customers 5 Star Review from CPA Advisor Enables Completely Paperless Solution Seamlessly Integrates with Xero! ďź Single Ledger Xeroallows you to share information online & collaborate with trusted advisors such as your accountant ďź Accounts Payable Pays automatically on the day you schedule. ďź Accounts Receivable Faster, easier invoicing â email or mailed for you! Schedules & sends automatic payment reminders. ďź Finance Management Projects receivables, payables & balances 3 months out Provides internal control & complete audit trail for all transactions! ďź Safe & Secure Highly secure servers that are automatically backed up. ďź Anytime, Anywhere 24/7 access from any internet connection PC, Mac, iPhone, BlackBerry, Windows Mobile device
- 7. Appendix A â Sample Fixed Monthly Prices
Hinweis der Redaktion
- Bench strength, expertise to scale and focus on business
- Parsimonious timeThe How and the Consequence
- Minimize the time spent on miscommunication with your vendors
- This is how we do this tacticallyQuestions?
- How does this sound to you?
- Parsimonious timeThe How & the Consequence