TURN KEY REPORTING
Complex reporting done for you! Create multiple books for internal, banking, and PE reporting at the click of a button. View consolidated reports by site, duration, and much more.
Our Solutions are centered around your industry. We know the ins and outs of running a finance division for DSOs.
Get to know your numbers as they truly are. No more timing discrepancies between when expenses were incurred and paid for. Understand your numbers like a seasoned CFO!
Automate tasks so you can spend less time inputing data reconciling accounts. Spend more time implementing organization change!
DASHBOARDS BUILT FOR YOU
Meaningful, accurate numbers displayed beautifully.
QUICKLY RUN CONSOLIDATED, SOPHISTICATED REPORTS
Or Custom Field
PRIMARY ACCOUNTING METHOD
BUDGETS & FORECASTS
GENERAL REPORTING SOLUTIONS
Cash Basis + "Modified Accrual"
Consolidation of Multiple Entities, Able to run profit and loss by entity/location. May struggle to look at balance sheet by entity/location. Manual process of tracking intercompany transactions. Majority of expenses reported in correct period.
No or Maybe
Consolidation of Multiple Entities, Able to run profit and loss, balance sheet, statement of cash flows by location, departmemt, employee, or class. Ability to see comprehensive reports such as trailing 12 months data at anytime and real time financial dashboards
FREQUENCY OF REPORTING
Monthly, Quarterly, Annually
Daily, Weekly and Monthly, Quarterly, Annual Reports Delivered Timely
DAYS UNTIL REPORTING ISSUED
15 to >30 days after close
10 days after close
PRACTICE MANAGEMENT DATA
FREQUENCY OF DATA INPUT
MULTI ENTITY MANAGEMENT
QUALITY OF FINANCIAL STATEMENT
ACCOUNTS PAYABLE + RECEIVABLE
Practice Management KPIS Integrated into reports (manually)
No or Limited
Data recorded from bank statements as well as checks issued (cash balance reflects outstanding checks)
Data entered weekly per bank activity report or bank feeds
Single Quickbooks Files. Able to consolidate some data to look at a global perspective. Not tracking intercompany transactions, not able to get balance sheet by entity accurate without extra efforts
Payroll may be integrated but not categorized into departments or payroll items.
Invoices entered to reflect total accounts payable and expenses incurred. Production entered as well as Accounts Receivable
Revenue enterd daily, Invoices entered daily or weekly
Single Database, Robust Accounting Plaftorm. HIIPA Compliant. Ability to track every transaction to proper entity/location. Can run reports by location, department, employee, class, etc.
Compilation, Reviewed, Audited
Unknown or Accounts Payable Known