You finance and accounting functions can easily fall behind as your organization grows lagging behind weeks and sometimes months, making tax time a last-minute frenzy. Redundant data entry, cumbersome processes, and the overuse of Excel to garner financial reports is no longer meeting your needs.

If this sounds relatable, it’s time to evaluate what changes need to be made. Here are three easy steps to get your accounting back on track:

1. Evaluate your processes like accounts payable, accounts receivable, monthly close, reporting, cash management, and credit card management. Where are you spending the most time? What can be offloaded? Do you have the right resources in place? An accounting service can leverage their years of experience with other organizations for an accounting blueprint that makes sense for your company.

2. Before implementing new systems, make certain your historical data cleaned up. This process can be time-consuming but it’s critical for the success of a new system or partnership for maximum efficiency moving forward.

3. Execute your plan. Having the right team to minimize errors and stay on top of daily transactions ensures your software, processes, and partners are properly performing each day. The moment processes slip, errors quickly accumulate, increasing chance of compliance issues. This doesn’t happen overnight and your ongoing success means having partners that know how to execute and managing your accounting functions.

The good news is, identifying problems and correcting them isn’t something you have to do alone. We let you focus on your mission.