ASSESSMENT SERVICES
An initial, no-cost interview, will determine which of these assessment services are appropriate for your situation. Upon completion of our assessments, we will customize a plan to provide ongoing outsourced CDO services to suit your needs.
Back Office Operations Audit
Provide a written analysis of the people, processes, and technology that comprise the transaction processing,
bookkeeping, accounting, and management information systems of the enterprise.
Back Office Best Practice Review and Consulting
Provide an unbiased summary of back office best practices, ensuring the right people, tasks, tools and reasoning are
in place.
Reports Inventory Audit
Prepare a list of all reports generated throughout the enterprise, including an analysis of the production, distribution and storage process.
Best Practices are constantly evolving. Cloud Computing and the Microsoft Azure/Power platform has changed the game for small businesses, making software connectivity issues a thing of the past. Implementing Best Practices throughout organizations using the latest technologies, is increasing efficiency and effectiveness, like never before.
With decades of experience working with small, closely held businesses, our team possesses the skill sets in technology, accounting and business that put us in a unique position to help you design, execute and maintain a plan for increased efficiency and insights.
Best Practice Recommendations
INFORMATION TECHNOLOGY REVIEW
Assess current state of all IT services, the functionality, efficiency, and safety
Assessment
Explore potential use of
additional tools, safe guards,
practices and processes, to
improve IT health
Recommendations
• Minimized Risk and Downtime due to security problems,
disaster recovery, and inadequate hardware and network infrastructure
• Improving overall IT health and functionality
Benefits of Assessment
MICROSOFT REVIEW
Assess current usage of Microsoft tools and how they are implemented.
Assessment
Explore potential use of tools to drive efficiency within the organization including: Microsoft Office 365, Teams, and Power Apps
Recommendations
• Identify the right Microsoft tools to improve your life and business
• Help your organization effectively implement these tools by providing
set up, training, and ongoing support
Benefits of Assessment
Report Inventory Review
• By Who, When, & How Each Report is Produced
• Timeline & Execution of
Each Report
Report Production
• To Who, When, & How Each Report is Received
• Timeline & Execution of Each Report Distribution
Report Distribution
• Why Each Report is being produced & What Insights it provides
• Where is Each Report Stored
Report Consumption
• Identify Wasted Time & Effort and determine whether reports are valuable
• Identify Opportunity Costs of not having timely, accurate, and useful information
Benefits of Assessment
Operations Review
• Management Reporting
• Financial Operations
• Tax Compliance
• Transaction Processing
• Bookkeeping & Accounting
Back Office Functionality
• Customer Management
• Vendor Management
• Employee Management
• Project Management
Back of House Functionality
• Sales
• Marketing
• Operations Excellence
Front of House Functionality
Impartial 3rd Party perspective on the efficiency and effectiveness of your systems
Provides a Plan to achieve peak performance
Estimate of time and money savings if the recommended
improvements are implemented
Benefits of Assessment
Back Office and
System Assessments
We offer comprehensive management information system analysis that provides a high-level overview of your existing back office design, including your people, processes, and technology. We will perform the following assessments and provide your organization with a report card that identifies areas for improvement, with specific recommendations and the associated costs & benefits of implementing them.