Optimize Your Finance Operations with an Accounting System Assessment
Zero in on your business’s financial operations and growth by leveraging a comprehensive accounting system assessment. Our team of skilled CPAs and accountants will thoroughly review your current business processes and your accounting department’s capabilities, systems, and processes. You will receive:
- A summary of our observations
- A gap analysis
- Recommendations
- A “HealthCheck Summary”
- A prioritized timeline of recommendations
Your Path to Accounting Excellence
A thorough accounting assessment can provide guidance at any stage of your business’ development.
Owning a business for the first time or buying a new business can be intimidating. Spend a few hours with our team learning the best practices for accounting operations. We’ll help you prioritize your business goals so that your accounting systems align with them. We emphasize automation, integration, and reporting needs. Additionally, utilize our assessment during a merger or acquisition. We perform thorough due diligence when you need an external perspective.
As your business grows, well-defined processes and organizational structure facilitate greater growth. Our advisors can provide an accurate assessment of your accounting people, processes, and systems. Utilize the report findings to assess your financial operations and identify potential issues. You’ll be able to establish the key benchmarks and performance metrics needed to guide your growth strategy and track progress.
Is your company impacted by staffing challenges or disconnected processes and data? Are you considering acquiring another company or merging with your existing one? Having Cummings Keegan accountants at your side will offer actionable insights and recommendations for optimizing your financial operations. As your business evolves, our services can scale to meet new demands. We provide flexibility without the need to restructure your accounting operations internally.
What does a successful business mean to you? Whether it’s continuing your growth, selling your business or transferring leadership, our accounting system assessments can offer essential insights. We provide the accurate financial statements perspective that buyers and successors in these transition scenarios need to understand the business’s financial health.
Whatever success looks like to you and your business, an assessment of the accounting function is imperative as your business thrives long after your involvement.
Why Choose Cummings Keegan?
At Cummings Keegan, we set ourselves apart with our unique four-phase process designed to enhance your accounting operations and align with your business goals:
- Discovery: We start by thoroughly understanding your current accounting systems, processes, and specific needs. This phase ensures we have a clear picture of your existing set-up.
- Plan: Next, we develop a report tailored to address identified issues and optimize your accounting systems, setting a clear path for improvements.
- Prescribe: Based on our assessment, we provide targeted recommendations and strategies to address the needs and challenges identified, offering you practical and effective solutions.
- Implement: Finally, we execute the recommended solutions with you, managing the transition to ensure a seamless and successful upgrade to your accounting function.
Our comprehensive approach ensures that every solution is perfectly aligned with your goals for long-term success.
Sharpen Your Accounting System with FOCUS
At Cummings Keegan we utilize the FOCUS Framework within our discovery phase to address your business’s financial management. This approach helps us identify the correct strategies and opportunities that will elevate your accounting capabilities. Our FOCUS assessment worksheet highlights the four key areas that impact a business owner’s financial information. It provides a clear and effective roadmap for enhancing your accounting system and processes.
Getting an honest assessment on the value of your hard work begins with a simple hello. Fill out the form and a member of our team will be in touch. Whether you’re planning to sell, looking for guidance around that next big step, or facing legal challenges, you can trust Cummings Keegan to provide the business valuation resources you need to guide your business decisions.