The Company is a mid-sized bookkeeping & financial analysis firm which is based in Portland, Oregon. They are more into managing projects, providing bookkeeping services and advisory services to business owners so as to build their business system more effective and efficient. Their clientele base majorly includes Law firms and Restaurants.
Running the complete operations in-house was not working out to be cost effective.
The customer data was maintained randomly, process flow gaps required consideration and the deliverables to be streamlined.
Managing financial consolidation was a time consuming effort.
Data Management for easy referencing and retrieval.
Standardized the processes so as to streamline the daily activities.
Improving deliverables within deadlines and there were no time lags between accounting and reporting.
Data analysis and financial modeling in addition to regular bookkeeping work gave an edge above other competitors of the client.
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We were amazed by how little effort was required on our part to have Consulting WP prepare these materials. We exchanged a few phone calls and e-mails, and they… handled the res