How We Work
We help eCommerce and Digital companies with their accounting, cash flow, budgeting, forecasting, and so much more.
Your Back Office Solution
Make Difficult Decisions with Real Time Numbers
Receive Customized Solutions, with Reliable Communication
Fully Web Based Services, Using Quickbooks
Receive Daily Updates, & Weekly/Monthly Reports
No Need to Worry About Submitting your Accounts, or Having High Risk of Tax Liabilities
Onboarding Process
Here
Signed
Proposal- Once your proposal has been signed, one of our Account Executives will intro you to our Executive Project Manager who will begin the onboarding process with you.
- Intro
Email
- Our Executive Project Manager will send an introductory email within 24-hrs of your proposal being signed. This email introduces your assigned team and let’s you know of the initial action items and documents for you and your team to complete.
- At this time, we begin working with you to collect all needed logins. Including but not limited to:
- Accounting Software
- Banks
- Credit Cards
- CRM
- Merchant Accounts
Launch
Call- With the Executive Project Manager
- Describe the onboarding process.
- Review logins received.
- Onboarding
Call
- First call with your assigned accounting team.
- Will discuss pain points and objectives.
- Discuss current structure and processes.
Set Up/
Clean Up- Days 1 – 30
- Your accounting team will set up and clean current accounts.
- Reach out with any questions along the way.
- Put structure and strategy in place.
- 1st Management
Report
- Day 30
- First Month End Management Report is delivered.
- Set up standing call to review monthly financials moving forward.
- 1st Financial
Phone Call- Review the report and discuss any changes to be made.
- Discuss KPIs, metrics, reporting, etc.
- Finish Set Up/
Clean Up
- Days 31 – 60
- Integrate all feedback into reporting.
- Continue to refine any processes
- 2nd Management
Report- Days 60
- 2nd Financial
Call
- Review updates
-
You’re
onboarded!
- Onboarding Accountant will transition out and your assigned Staff Accountant will continue to be the main point of contact.
Services
Accounting Services
We provide everything an accounting department would offer an eCommerce and digitally based company. When we close out monthly financial reporting, we are always focusing on making good expense decisions to maximize reductions and afford every opportunity the tax code has for the business owners’ company. This results in saving wasted tax dollars, which is what our financial experts focus on.
Finance & Data Analysis
We also provide all our clients with daily/weekly reporting that provides them with real-time insight into their eCommerce and digitally based business, that helps increase its value. Our team will also provide business owners with an estimate of future financial outcome based on sound metrics. We provide accurate and timely budgeting, analysis, planning and forecasting to determine and detail short-term and long-term financial goals. The last thing our finance and stats team will do, is look at the data to assess companies with their overall competitiveness, efficiency and productivity in the digital and eCommerce industry.
eCommerce Accounting Services
CFO Consulting Services
Done For You
Our Awards
