How We Work

How We Work

We help eCommerce and Digital companies with their accounting, cash flow, budgeting, forecasting, and so much more.

Whether you need consulting or done-for-you outsourced accounting services, we are full back office solution. We tailor our services to fit your needs and help you make smart, profitable decisions through our proactive and forward thinking advice.

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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

  • Start 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 - Fully Accountable

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 - Fully Accountable

Finance & Data Analysis

Our outsourced finance department will help you achieve profitable growth with our financial benchmarking and solid infrastructure services. We work with our clients to determine the true key performance indicators and metrics that represent the present state of the business and discuss action items to ensure strategic goals are achieved.

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 - Fully Accountable

eCommerce Accounting Services

Are you unsure which accounting, bookkeeping, and/or financial services your company needs right now? Build a custom package to fit your exact needs. Let us help you find the right solutions to bring your business to the next level without overspending. As your trusted advisor, we’ve got you covered.

CFO Consulting Services - Fully Accountable

CFO Consulting Services

Are you satisfied with where your company stands financially? Let us fill in the gaps with expert insight, high quality accounting resources, and valuable data. This will help you be proactive, make forward-thinking decisions, and keep more of your hard-earned money. Focus on your business, while we handle the numbers.

Done For You - Fully Accountable

Done For You

Receive a plan created for action to navigate around the risks and seize every opportunity available. As the business owner, you’ll get financial and cash flow projections that will allow you to determine your current cash flow and what is expected in the future. You’ll also get assistance with developing and using systems, financial planning, business growth, and where about how to maximize profitability. Our goal is to help you, the business owner, focus on your business while we focus on the numbers.