Why Spend Time

away from what you do best?

Cutting, Copying, Pasting, Ticking, Tying?

 

Highly automatable processes include:

  • Preparing bills for review and execution

  • Sending invoices, receiving payments

  • Bank reconciliation

  • Reports

Done manually, they result in:

  • Costly errors

  • Lost time

  • Suboptimization

  • Lower productivity

Designing a Bookkeeping System?

There are best practices for:

  • Executing a monthly close

  • ​Tracking budget-versus-actuals

  • Organizing a chart of accounts

  • Controlling cash

To really get it right, you need extensive knowledge of:

  • Financial and managerial accounting

  • Corporate finance

  • Computer programming  (or very complex spreadsheets)

  • Banking systems

© 2017-2019 by FinOptimal. All Rights Reserved.

276 Fifth Avenue​ • Suite 704 • New York, NY 10001