Services Support
What You Need, When You Need It
CoEfficient Services offers a complete spectrum of Accounting and Finance staff to meet your specific needs. And best of all, you can hire us on a flexible and scalable basis. This means we are a variable cost you control depending on your needs and budget allocation.
We examine your needs and establish a pricing model that meets a small-to-medium sized company budget.
Each company is assigned a dedicated support person who is responsible for managing all aspects of the CoEfficient service plan.
Accounting Outsourcing
A complete spectrum of Accounting and Finance Services:
- Outsourced Bookkeeping Services
- Accounts Receivable (AR)
- Accounts Payable (AP)
- Account Reconciliation
- General Ledger
- Accrual and depreciation tracking
- Financial Statement Preparation
- Payroll Tax Filing
- Management Reporting & Analysis
- Annual Budgeting & Projections
Controller Services
Monthly reporting and insights about your company’s Accounting and Financial data:
- Advice and recommendations from experienced Controllers on a fractional basis
- Creation of board documents
- Business continuity in working with a dedicated resource who is managing your account
- Unbiased and unemotional advice from somebody who is not within your company on a day-in and day-out basis
Hosted Financial Software
A cloud-based solution available anytime and anywhere:
- Access via secure login that provides remote access to your live financial software file
- This means you can access from your office, iPad, and even your home computer; any device that has Internet access
- Multiple users can work at the same time and still maintain the integrity of your financial software file
- Save time that you typically waste sending your financial software file back and forth between members of your team
Business Intelligence
A secure portal that enables simple views of your Accounting data:
- Visual representations of your financial data
- Shows growth, revenue, profitability, in clean and concise formats
- Reliable services that allow you to focus on your core tax advisory and audit services
M&A Support
You need support from a professional, independent, non-biased team before, during and after acquisitions to:
- Transition accounting function to a professional organization before marketing an opportunity
- Provide reliable accounting services during pre-sale period to ensure no “surprises” during buy-side diligence
- Deliver accounting and strategic due diligence support
- Create and update your Offering Memorandum
- Perform a one-time cleanup of bookkeeping after acquisition
