Thank You - A Team Consulting

Thanks for Reaching Out

We look forward to learning how we can help your business grow and thrive.

In the meantime, learn more about our services.

Our Services

Accounting Technology Solutions

Automate, Augment, Increase Efficiency

Installation & setup of accounting software including QuickBooks, Xero, Sage lntacct, SOS Inventory, & NetSuite
Installation & configuration of Apps including Bill.com, Expensify, Concur, Avalara, A2X, Fathom and QuickBooks Time
Integration of software with bank & credit card websites
CRM system integrations including Salesforce & Method CRM
Real-time dashboard development
Custom integrations, reporting, & process automation
General ledger optimization

Fractional CFO

Strategy

Consulting
Coaching
Strategic planning
Establish KPl's
Financial statement preparations
Accounting function oversight
Cash flow forecasting & tracking
Projections
Budget preparation, reconciliation, & analysis
Liaison with external accounting firms and/or financial institutions
Audit preparation
Board presentations
M&A due diligence
Review of internal controls
Assistance with obtaining financing

Controller

Oversight

Establish KPl's
Financial statement preparations
Accounting function oversight
Cash flow forecasting & tracking
Projections
Budget preparation, reconciliation, & analysis
Liaison with external accounting firms and/or financial institutions
Audit preparation
Review of internal controls

Bookkeeping

Organization & Preparation

Day-to-day bookkeeping including Accounts Receivable, Accounts Payable, payroll processing and reconciliations
Catch-up & clean-up
Monthly activity write-up
1099 Preparation

Executive Search

Individualized Full-Service Search

Specialized searches for talent at all levels of accounting, sales, & administrative positions
Individualized searches focusing on each Client's unique requirements for position, culture, & skills
Targeted process of sourcing best fit candidates using up- to-the-minute recruiting software and database tools