Click below to learn more about each step in our process
This step is designed to orient you to our process solution, while building a shared vision of your accounting and tax structure and processes.
Our first goal is to familiarize ourselves with the current state of your accounting systems, while investigating your transaction history. We discuss and determine a working framework for improved accounting practices, develop goals, and determine key performance indicators (KPI).
Now, we are ready to design and document improved accounting function and practices. We review and refine your chart of accounts and determine a set of rules for posting transactions. We will prepare check lists, procedures, and reporting formats.
Culminating our design stage, we present our detailed plan to improve and support your accounting functions. We determine our meeting rhythm, procedures, and performance management system.
Moving ideas to action, we now administer and support financial, managerial, and tax accounting activities. Completeness and accuracy are assured through regular audits. We reconcile accounts and prepare month end reports. An action journal is developed and managed, building a system of transparency and accountability.
Here we prepare and present monthly financial statements. Issues and concerns are communicated and out of conformance transactions rectified, as needed. We make recommendations, based on data analysis and experience. We review and refine the action journal, and install a rhythm of review, preview, and make decisions (RPM).
This is a quarterly meeting designed to discuss organizational performance against goals and KPIs. In detail, we discuss accounting system performance and organizational outcomes. Together, we determine what’s working and what needs to be improved.
This step is designed to orient you to our process solution, while building a shared idea of future accounting processes and structure.
Our first goal is to familiarize ourselves the current state of your accounting system, while investigating your transaction history. We discuss and determine a working framework for improved accounting practices, develop goals and determine key performance indicators (KPI).
Now, we are ready to design and document improved accounting practices. We review and refine your chart of accounts and determine a set of rules for posting transactions. We will prepare check lists, procedures and reporting formats.
Culminating our design stage, we present our detailed plan to improve and support your accounting functions. We determine our meeting rhythm, procedures and performance management system.
Moving ideas to action, we now administer and support financial and managerial accounting activities. Completeness and accuracy are assured through regular audits. We reconcile accounts and prepare month end reports. An action journal is developed and managed, building a system of transparency and accountability.
Here we prepare and present monthly financial statements. Issues and concerns are communicated and out of conformance transactions rectified, as needed. We make recommendations, based on data analysis and experience. We review and refine the action journal, and install a rhythm of review, preview and make decisions (RPM).
This is a quarterly meeting designed to discuss organizational performance against goals and KPI’s. In detail, we discuss accounting system performance and organizational outcomes. Together, we determine what’s working and what needs to be improved.
Schedule a discovery call to learn how APTUS provides white glove, cost effective, and quality accounting advisory services to small-mid-size businesses.
