SERVICE / ENGAGEMENT
Accounting organisation
Accounting information organised around management needs, in coordination with the responsible professionals.
Request a diagnostic conversationWHAT WE DELIVER
Concrete deliverables for the team to use.
- Monthly collection and document organization process
- Digital accounting file structure
- Monthly closing checklist
- Map of missing documents
- Reconciliation of customers, suppliers and bank accounts
- Control of expenses, advances, deposits, retentions and assets
- Calendar of obligations and responsibilities
- List of balances and movements that require validation or regularization
- Accounting reporting articulated with management needs
HOW THE PROCESS WORKS
- 01
We map the current document circuit, from reception to release, approval, payment and archiving.
- 02
We identify failures, delays, missing documents and unclear responsibilities.
- 03
We implement a monthly process coordinated with the certified experts involved.
- 04
We monitor pending issues and ensure that accounting information reaches management in an organized and timely manner.
HOW THE WORK CONNECTSLID / 03
Accounting organisation
- 01We map the current document circuit, from reception to release, approval, payment and archiving.
- 02We identify failures, delays, missing documents and unclear responsibilities.
- 03We implement a monthly process coordinated with the certified experts involved.
Frequently asked question
Does this service replace the support of a certified accountant?
The service ensures the organization, coordination and connection between operations, management and accounting. Matters that require certified intervention are handled in conjunction with qualified professionals.