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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.
challenge
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.
solution
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.
results
- Resource Optimization by the means of correct paring of team at both the ends so as to save the extra inch of efforts to bring the desired results.
- Quality skill sets were provided at low TCO so as to provide cost benefit.
- Virtual expertise with required skill sets helped the client to create pool of functional experts.
- Effective utilization of time and effort for further expansion and growth of business.
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