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.
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.
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.
Step by step process
Meeting and Discovery
We listen to your needs and hold an initial meeting to understand your current accounting setup and expectations.
1 dayAnalysis and Planning
We thoroughly review your accounting and bookkeeping processes and prepare an improvement plan.
1 weekImplementation and Training
We roll out the new workflows, revise the system, and provide hands-on training to your staff.
Process-dependentEvaluation and Follow-up
We periodically assess the system's effectiveness, present reports to management, and offer improvement recommendations.
PeriodicFAQ
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.
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Learn moreAccounting 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.