Organization & Management
Organization Planning Strategies/Benchmarking/Business Improvement
- Benchmark head count and transaction processing costs for the finance department of a business services company
- Develop organization structure and functional analysis for the finance department of a large multi-division company with operations in ten states
- Business improvement suggestions and implementation of changes
Job Descriptions
- Prepare job descriptions for various finance department functions including chief financial officer, controller, accounting manager, payroll supervisors, cash manager, etc.
Performance Measures
- Develop key performance measures in customer service, employee satisfaction and internal financial performance targets to optimize company strategies
Management Information Systems and Reporting
- Develop management reporting packages including the format, timing and content of daily, weekly and monthly reports, incorporating management by exception reporting techniques
- Structure charts of accounts to accumulate financial information for meaningful management reports
Records Retention
- Assist companies in developing record retention policies
New Company Start-ups
- Plan and assist with:
- Entity choice analysis
- Accounting systems and procedures
- Professional advisory recommendations
- Documentation of plans and actions
- Accounting Procedures Manual
- Assist the development of accounting procedures manuals covering accounts receivable, cash management, payroll, property and equipment, and accounts payable
- Test adherence to accounting procedures and contract compliance
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