Accounting & Billing Health Check
The overall health of your firm’s financial system is critical to the well-being and cash flow of the business. By making sure everything is running optimally and spotting minor issues before they become big problems, you ensure the accuracy of reporting, taxes and much more. You also reduce headaches and wasted time. For that reason, we recommend regular review of all key billing & accounting functions.The Affinity Time, Billing & Accounting (aka TBA) Health Check is designed to gather in-depth information about your current system status and the needs of key people in your firm, from the management team, partners and of course, the accounting and billing department. By reviewing with your team the current processes in place, we determine where there may be room for improvement and gained efficiencies, including a constant focus on checks and balances.
Affinity offers two TBA Health Check Packages to help our firms manage their books more effectively. One specifically focuses on Year End planning and preparation, while the other is more all-encompassing. Below are examples of items reviewed in each offering:
After the review, you will receive a comprehensive report of our findings, and recommended next steps which we will review with you real time via 30 minute follow up conference.
Fill out the short form to the right and contact us today!
Start Your Health Check