3 Phase Process

Before working together, Integrity provides a free consultation to discuss your business, accounting and operations, including current processes and any known issues. This valuable session allows us to determine next steps and create a plan to assess, improve and ultimately continue to grow your business.

This stage creates a foundation for healthy internal processes in operations and accounting. Following the deep dive analysis, we will create and implement a plan to correct and restore organized financial reporting.

• Assessment of your internal processes and work flows

• Comprehensive report identifying results of assessment

• Mapping the current state of your internal processes

• Suggestions for process improvement strategies including addition of integrated applications

Once baseline corrections are made, this stage focuses on improving processes through technology, training and implementing procedures for increased efficiency.

• Design and documentation of efficient workflows

• Mapping the proposed future state of your business and accounting processes

• Review, selection and integration of additional applications

• Creation and documentation of departmental policies and procedures

• Training staff on best practices in internal processes

Continued Growth

We provide ongoing oversight with continued improvement of internal
processes and accounting functions to support company goals, including:

• Accountability and change management success meetings

• Review of accounts payable and receivable, noting necessary escalations; reconciliations

• Monthly or Quarterly performance reporting and review

• Periodic discussions or recurring team meetings providing financial status and staff action items

• Continued process improvement strategies and training