OneSheet Pg 1 Services new - AccuMetrics LLC
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1350 Beverly Road, Suite 115-329, McLean, Virginia 22101 703.748.0285 x 102 P | 888.324.7899 x 102 TF | 703.665.7548 F www.accumetricsllc.com [email protected] V IRTUAL ACCOUNTING & F INANCE S CALED FOR YOUR B USINESS RIGHT DATA + RIGHT METRICS = RIGHT DECISIONS Your Virtual Accounting Department At AccuMetrics we aggregate best-in-class SaaS vendors and virtual desktop providers into an outsourced, virtual accounting and financial system with 24/7 accessibility. We provide you with timely, reliable accounting information and support in a highly controlled and cost effective manner. Select the options that work best for your company now, and be confident that we will scale with you as your company changes. A CCOUNTING T RANSACTION O PTIONS Transaction Processing Daily – Weekly – Monthly – Periodic ▸ Accounts receivable cycle: invoicing to collection ▸ Customer statements & finance charges ▸ Accounts payable cycle: purchasing through payment including employee expenses ▸ Account reconciliations: bank, credit card, etc. ▸ Inventory ▸ Job costing ▸ Fixed asset ▸ Payroll processing ▸ 401k contribution processing Employee deferrals and employer contributions QuickBooks® O PTIONS Certified QuickBooks® ProAdvisor ▸ Installation of QuickBooks® software ▸ Assessment of optimal QuickBooks® software set-up ▸ Conversion from online QuickBooks® software to desktop application ▸ Transition to QuickBooks® software from other accounting systems ▸ Training for QuickBooks® software, including weekly one-hour consultation calls I NTERNAL R EPORTING O PTIONS Cash Basis Actual cash activity regardless of the period to which the transaction relates ▸ Balance Sheet ▸ Profit & Loss Statement Accrual Basis Based on matching of revenues & expenses ▸ Accrual basis closing entries ▸ Balance Sheet ▸ Profit & Loss Statement ▸ Statement of Cash Flows ▸ Metrics Financial & Operational P LANNING & A NALYSIS O PTIONS Forecasting Operating budget Capital budget Operating metrics ROI on operating activities being considered Leading Indicators Product & service pricing Product & service profitability analysis Project and/or contract profitability analysis ROI on proposed capital & other spending F INANCIAL S TRATEGIES O PTIONS Capital allocation Financing alternatives Financial processes Insurance process/risk management Interpretation of financial results Financial policies & internal control Finance & ERP system selection & evaluation Mergers & acquisition support Training Contact Ms. Jody Ruth at [email protected] or 703.748.0285 x 102.
Transcript of OneSheet Pg 1 Services new - AccuMetrics LLC
1350 Beverly Road, Suite 115-329, McLean, Virginia 22101 703.748.0285 x 102 P | 888.324.7899 x 102 TF | 703.665.7548 F www.accumetricsllc.com [email protected]
V IRTUAL ACCOUNTING & F INANCE SCALED FOR YOUR BUSINESS
RIGHT DATA + RIGHT METRICS = RIGHT DECISIONS
Your Virtual Accounting Department
At AccuMetrics we aggregate best-in-class SaaS vendors and virtual desktop providers into an outsourced, virtual accounting and financial system with 24/7 accessibility. We provide you with timely, reliable accounting information and support in a highly controlled and cost effective manner. Select the options that work best for your company now, and be confident that we will scale with you as your company changes.
ACCOUNTING TRANS ACTION OPTIONS
Transaction Processing Daily – Weekly – Monthly – Periodic ▸ Accounts receivable cycle: invoicing to collection ▸ Customer statements & finance charges ▸ Accounts payable cycle: purchasing through payment including
employee expenses ▸ Account reconciliations: bank, credit card, etc.
▸ Inventory ▸ Job costing ▸ Fixed asset ▸ Payroll processing ▸ 401k contribution processing
Employee deferrals and employer contributions
QuickBooks® OPTIONS
Certified QuickBooks® ProAdvisor
▸ Installation of QuickBooks® software ▸ Assessment of optimal QuickBooks® software set-up ▸ Conversion from online QuickBooks® software to desktop
application
▸ Transition to QuickBooks® software from other accounting systems
▸ Training for QuickBooks® software, including weekly one-hour consultation calls
INTERNAL REPORTING OPTIONS
Cash Basis
Actual cash activity regardless of the period to which the transaction relates ▸ Balance Sheet ▸ Profit & Loss Statement
Accrual Basis Based on matching of revenues & expenses
▸ Accrual basis closing entries ▸ Balance Sheet ▸ Profit & Loss Statement
▸ Statement of Cash Flows ▸ Metrics
Financial & Operational
PLANNING & ANALYSIS OPTIONS
Forecasting Operating budget Capital budget Operating metrics ROI on operating activities being considered
Leading Indicators Product & service pricing Product & service profitability analysis Project and/or contract profitability analysis ROI on proposed capital & other spending
F INANCIAL STRATEGIES OPTIONS
Capital allocation Financing alternatives Financial processes
Insurance process/risk management Interpretation of financial results Financial policies & internal control
Finance & ERP system selection & evaluation Mergers & acquisition support Training
Contact Ms. Jody Ruth at [email protected] or 703.748.0285 x 102.
1350 Beverly Road, Suite 115-329, McLean, Virginia 22101 703.748.0285 x 102 P | 888.324.7899 x 102 TF | 703.665.7548 F www.accumetricsllc.com [email protected]
V IRTUAL ACCOUNTING & F INANCE SCALED FOR YOUR BUSINESS
RIGHT DATA + RIGHT METRICS = RIGHT DECISIONS
AccuMetrics operates at the leading edge in accounting technology, providing you with accounting solutions and financial strategies that enable your business to achieve peak financial and operational performance. As senior level accounting and financial management advisors, we have a long-standing track record of achieving high-performance results. Our success in doing just that is based on comprehensive, long-term experience in the application of financial and operational metrics, including leading indicators. We enable you to choose and implement the right metrics and then make the right decisions for your business.
Choose the critical key metrics for your business with our help and then allow us to assess the process of accumulating the data to ensure it is designed for accuracy, consistency and scalability. Acting on fewer metrics is more valuable than tracking many and acting on none. Consider the following metrics:
MARKETING METRICS CUSTOMER METRICS SERVICE & PRODUCT METRICS
Market Share
Number of Acquisitions
Innovation
Brand Awareness
Lifetime Value
Survey Results
Demographics
Retention/Churn
Sales Funnel
Segmentation
Adoption Rates
Staff Utilization
Inventory Turn
Quality Control
Launch Date/Time to
Next Release
Productivity
SIX STEPS TO ACHIEVE PEAK PERFORMANCE 1. Select the right factors to measure 2. Identify possible barriers to success 3. Announce the chosen metrics and objectives 4. Collect the data 5. Monitor and communicate actual results 6. Take appropriate action
FIVE KEYS TO METRIC SUCCESS Simple – Less Is More Accuracy Maintains Credibility Frequently Report Results Entire Organization Is Involved Respond Accordingly
Staying On Target
Contact Ms. Jody Ruth at [email protected] or 703.748.0285 x 102.
The most important single quality of leadership is the reality principle: you must deal with the world as it is, not as you would like it to be.
JACK WELCH, Former CEO, The General Electric Company
