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Business Process Outsourcing for Financial
ServicesTransforming Financial Service
Accounting & Financial Management
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How Does It Feel To Manage Your Company?
Chaotic? Orderly?
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Transforming Chaos To OrderUsing real-time, orderly data and information, we turn chaos into order and deliver actionable insights to help you effectively run
your company.
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How Are You Managing Payables & Receivables?
By Hand & On Paper? Digitally & Cloud Based?
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Upgrade Your Process
You Need Quick Consolidated Financial & Management
Reports With Easy Drill Down Reports, & Multi-Currency
management.
Are You Dealing With 10’s & 100’s of Hours of Labor To
Consolidate Reports, Error Prone Activities, Multiple
Dashboard Systems, & Batch Excel Imports?
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Financial Reporting Done Right!
See key performance indicators automatically updated in real-time using personalized
dashboards with Sage Intacct.
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Top Investment Firms Rely On Sage Intacct
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We Understand The Financial Service Industry
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Benefits Of Working Together
• Make Faster & Smarter Business Decisions
• Optimize Key Business Practices & Eliminate waste
• Empower Management
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Your Trusted Advisor
VirtualCFO
Outsourced Controller
Back OfficeAccounting
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Assessment
First, we’ll do a full assessment of your business to discover what is and is not working in your accounting processes. Upon completion, you can expect our long lasting recommendations.
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Implementation
The Implementation phase is where we show you WHAT we can do for you, and HOW. With mutual agreement, we’ll move forward with these initiatives.
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Client Services
In this phase, we’ll expand your current Accounting Team’s capabilities with our services. This can include Back Office Accounting and Virtual CFO Services all utilizing Cloud-Based Solutions.
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Your Trusted Advisors
Hina Babar
Beth Johnson
Dixie McCurley
Lee Baynes
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Business Process Outsourcing for Financial
ServicesTransforming Financial Service
Accounting & Financial Management