How Do We Approach Your Business?

We are a comprehensive solution. Our team works on- or off-site to meet your needs, whether complementing your internal staff, or serving as your entire finance and accounting department.

 

Support My Accounting Department

Our experienced professionals can complement the team you have in place, working alongside your staff to provide the support and expertise where your business needs it most.

Be My Accounting Department

Our experienced professionals can serve as your entire Finance and Accounting team on a part-time basis, providing all the support and expertise of an internal department for a fraction of the cost.

Establish My Accounting Department

Our team can setup, install, and establish an accounting system customized for your company, providing all the support and expertise or and IT department for a fraction of the cost.

How Can We Help?

Let us fill in any gaps in your accounting department.


Data Entry

Manage A/R & A/P

Month End Closing

Financial Reporting

Financial Metrics

Business & Financial Analysis

Manage Payroll Reporting

Process Sales Taxes

Bookkeeper








Accountant






Controller





CFO






Beachwood


 

Our Easy 3 Step Process

Our easy 3 step process helps define, develop, and acheive your goals.

Step 1: ANALYZE

 

We start with probing your current operations and assess:

 • Industry
• Business goals
• Business operations
• Immediate needs & priorities

We use this information to develop a road-map for success:

• Understand existing team’s capabilities and skillsets
• Review existing information and structure
• Perform data clean up when necessary
• Validate processes and implement new processes where necessary
• Refine how Beachwood Financial will work with the existing team


Step 2: ACCELERATE

With the right people and technology, we’ll optimize processes, procedures, and performance, including:

 • Invoicing, collections, and AR management
• Bill entry, processing, and AP management
• Bank/credit card date entry and reconciliations
• Inventory process development and setup
• Payroll processing
• Operational processes and workflow documentation
• Monthly close process
• Staff mentoring and supervision of work

We improve paying the bills, collecting revenue, ensure accurate information, and make sure your accounting department is operating smoothly.


Step 3: ACHIEVE

 

 

We’ll deliver reports with measurable results that may include:

• Profit and loss statement, balance sheet, and cash flow statement
• Monthly management report
• Aging report

Beyond standard reporting, we can provide financial analysis to help you achieve your goals by providing actionable, measurable data, including:

• Utilization analysis
• Annual budgeting
• Breakeven analysis
• Client profitability
• Margin analysis
• Business specific KPIs

We help clients create tremendous value and peace of mind utilizing these tools.


For more information on how we can help you, please

contact our local office.

© 2019 Beachwood Financial Solutions
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