Phase 2: Transition the Workload

Step 4: Document Standard Operating Procedures

As we learn the unique functions of your business, we’ll develop and document standard operating procedures for all the accounting functions we handle for your company.  In the event we part ways, we’ll leave you with a fully detailed operations manual for your next accounting team. No Risk.  

Step 5: Separate the Duties: Who’s Doing What?

We’ll collaborate on separation of duties for the accounting responsibilities and then we’ll document them.  Who collects the hours and submits payroll? Who takes checks to the bank? Who sends invoices? Who makes collections calls?  We’ll create a collaborative matrix of the responsibilities so all team members clearly understand their duties. 

Step 6: Assume Responsibility 

Your entire life will change when you hand over the time-consuming, daily struggle and hassle of the company finances.  You’ll gain valuable hours you need to grow your business. At this point we’ll start managing cash flow, paying the bills, submitting payroll hours and facilitating payday, sending invoices, making collections calls, and everything in between.