Service

Accounting Process Consulting

We analyze your company's accounting and bookkeeping processes from end to end, helping you achieve a more efficient, controlled, and compliant structure.

Varies depending on company structure
Accounting Process Consulting
Setup and enhancement of an accounting infrastructure tailored to your company structure
More controlled processes through standardized workflows
Hands-on training for accounting and bookkeeping staff
Full compliance with current tax and accounting regulations
Overview

Your company's accounting infrastructure is the foundation of sound financial management. We review your existing systems to identify gaps and areas for improvement, and provide professional consulting to help you establish a new accounting structure suited to your company or enhance the one you already have.

From process analysis to workflow standardization, from staff training to ERP software selection, we stand by you at every step, regularly assessing the effectiveness of your accounting system and offering concrete recommendations for improvement.

Scope of Service

To this service what's included?

Process Analysis

Analysis of accounting and bookkeeping processes

System Revision

Revision of the accounting system to align with the company's structure

Workflow Setup

Establishment of accounting workflows and standardization of processes

Staff Training

Hands-on training and process consulting for accounting and bookkeeping staff

ERP Consulting

Consulting on accounting and ERP software suited to the company's structure

Periodic Assessment

Periodic evaluation of the accounting system's effectiveness and presentation of improvement recommendations

Regulatory Updates

Informing you about changes in current tax and accounting regulations

Management Reporting

Presentation of analysis and assessment reports to management

Who is it for?

  • Businesses looking to restructure their accounting processes from scratch
  • Growing companies whose existing systems no longer meet their needs
  • Firms planning to transition to ERP or accounting software
  • Organizations seeking to strengthen their bookkeeping and accounting teams

Required Documents

  • 1 Details of the current accounting program and software in use
  • 2 Current chart of accounts and sample accounting entries
  • 3 Bookkeeping workflow and document templates
  • 4 Company organization chart and relevant staff information
  • 5 Recent financial statements and reporting samples

The list of documents may vary depending on the case; we clarify it specifically for you in the preliminary meeting.

How We Proceed

Step by step process

01

Meeting and Discovery

We listen to your needs and hold an initial meeting to understand your current accounting setup and expectations.

1 day
02

Analysis and Planning

We thoroughly review your accounting and bookkeeping processes and prepare an improvement plan.

1 week
03

Implementation and Training

We roll out the new workflows, revise the system, and provide hands-on training to your staff.

Process-dependent
04

Evaluation and Follow-up

We periodically assess the system's effectiveness, present reports to management, and offer improvement recommendations.

Periodic
Frequently Asked Questions

FAQ

It covers analysis of your existing accounting and bookkeeping processes, standardization of workflows, revision of the system to match your company structure, staff training, and consulting on suitable software selection. The goal is to make your financial processes more efficient and controlled.

Consulting does not replace your existing team; it strengthens their processes. Through workflow standardization, hands-on training, and regulatory updates, we help your team work more efficiently and accurately.

It is not mandatory. We first assess how well your existing system meets your company's needs. If necessary, we provide impartial consulting on accounting and ERP software suited to your company structure.

We monitor changes in current tax and accounting regulations and provide regular updates on matters relevant to your business, helping ensure your processes remain compliant at all times.

We evaluate the effectiveness of the accounting system at regular intervals and present the analysis and assessment reports we prepare to management. This allows you to track the improvements made and the next steps in concrete terms.

Accounting Process Consulting let's get started right away

Let's plan your process in a free preliminary meeting; we'll determine the most suitable roadmap together.