我们的会计 & Financial Service Level Options
At 院长Dorton, we specialize in customized services that work for you. Our team has one goal – to become a crucial part of your team. We are here to contribute, problem solve and be part of your success strategy. We specialize in customized accounting services, 咨询, troubleshooting and operational synchronization within all industries. We will work closely with you to analyze your needs and build a flat monthly fee to eliminate any surprises. Get to know our services levels referenced below:
| 记账 (基础) |
会计 (合作) |
管理员职位 (协同) |
首席财务官 |
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|---|---|---|---|---|---|---|---|---|
| 事务hg皇冠老牌 | ||||||||
| 每月 Bank Reconciliations | √ | √ | √ | √ | ||||
| 每月 Credit Card Reconciliations | √ | √ | √ | √ | ||||
| 工资记录 | √ | √ | √ | √ | ||||
| Collaboration with 税 Preparer | √ | √ | √ | √ | ||||
| 透过帐单缴费.com | √ | √ | √ | |||||
| Employee Expense Reimbursement | √ | √ | √ | |||||
| Financial Information (Updated Weekly) | √ | √ | √ | |||||
| Daily Cash Balance Reconciliation | √ | √ | ||||||
| 报告 | ||||||||
| 会计基础 | 收付实现制 | 现金，公认会计准则，所得税 | 现金，公认会计准则，所得税 | 现金，公认会计准则，所得税 | ||||
| Ledger Closing Frequency | 季度 | 每月 | 每月 | 每月 | ||||
| 每月 Reporting Package | √ | √ | √ | √ | ||||
| 软件/系统 | ||||||||
| Access to Sage Intacct – Accounting System | √ | √ | √ | √ | ||||
| 访问法案.com Vendor Payment Workflow Automation | √ | √ | √ | |||||
| Employee Reimbursement Tool | √ | √ | √ | |||||
| 软件培训 | √ | √ | √ | √ | ||||
| Access to Sage Intacct Marketplace | √ | √ | ||||||
| 咨询hg皇冠老牌 | ||||||||
| 与管理层会议 | 每半年一次 | 季度 | 季度 | 每月 | ||||
| hg皇冠老牌网站专业知识 | √ | √ | ||||||
| 自定义仪表盘 & 关键 性能指标 |
√ | √ | ||||||
| Budget-vs-Actual Reporting | √ | √ | ||||||
| Financial Statement Audit Support | √ | √ | ||||||
| 每月 Executive Summary | √ | |||||||
| Budget Preparation Assistance | √ | |||||||
| Forecasting (“What-if” Analysis) | √ | |||||||
此刻 享未来? Let us help you and your team.
Beaumont Family Dentistry leverages Real-Time Data and Accurate Reporting
院长Dorton’s AFO team has numerous years of experience and expertise in various industries, bringing valuable recommendations to increase efficiency, 生产力, and long-term strategic planning. Through the use of cloud-based accounting software, 院长Dorton AFO clients have access to real-time financial data with dimensional reporting and dashboards which allow clients to make better business decisions faster.
Through cloud-based accounting software technology advancements and the skillset of a qualified team like 院长Dorton AFO, our clients can focus on providing excellent service and focus on long-term strategic goals rather than get muddled down in the day-to-day of manual accounting processes.
“The 院长Dorton AFO team is so critical to the financial organization and success of our business! The work that they do allows us to make financially informed business decisions as we now have on-demand access to accurate financial reporting. The AFO team is also readily available if we need any assistance and their communication is top notch. Our partnership with 院长Dorton and the AFO Team allows the team at Beaumont Family Dentistry to focus on doing what we do best, and that is taking care of our patients!” 阅读完整的案例研究.
What are you Waiting For?
问一问无伤大雅, and we’re hoping you’ll ask us how we can help your business become more nimble, strategic and successful.