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WHEN BASIC BOOKKEEPING JUST WON’T DO

LEVERAGE CLOUD-BASED OUTSOURCED ACCOUNTING SERVICES BUILT ON AN AWARD-WINNING PLATFORM.

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OUR OUTSOURCED ACCOUNTING SERVICES INCLUDE:

Risk Assessment Assistance

Helps businesses identify potential hazards or threats, analyze what could happen if such a hazard occurs, and help develop a strategy to counteract such risks.

Strategic Planning

Assists in documenting a plan that establishes the direction of the company over the next year or more and how to get there. Here, we can help you identify potential risks, because awareness of these risks can help your company stake out a stronger position in their field.

Reporting to Governance

Creates integrated corporate reporting models to satisfy the needs of investors, preparers, auditors, and regulators.

Record-keeping

Keeps adequate business, financial, and client records for reference and compliance purposes.

Investment of Excess Funds

Helps to determine how best to use excess cash to support the future success of the business by investing the funds to help propel growth.

Internal Control Recommendations

St. Joseph Financial Services examines the adequacy and effectiveness of business’ internal controls and makes recommendations where control improvements are needed.

Budget Monitoring

To accurately understand expenses versus budget, you need to have good knowledge of what the budget includes and how it’s planned out. St. Joseph Financial Services performs a regular comparison of projected financial costs and gains against actual performance numbers. success of the business by investing the funds to help propel growth.

Overseeing Issuance of Financials to External Parties

Reports financial information to external parties such as investors, government agencies, banks, and suppliers in compliance with accounting principles.

Compliance

Supports the business with regulatory compliance functions and reviews.

TECHNOLOGY YOU CAN TRUST

An outsourced accounting solution is only as good as the technology it’s built on. With Sage Intacct, you get a solution built on a best-in-class, native cloud, highly secure ERP platform.

Real-time data and fully customized reports and dashboards give you instant access to timely, high-value financial information and key operating metrics. Cloud-based budgeting and forecasting tools give you the power to make the best decisions for your business, any time and every time. Tasks like bill pay, expense automation, sales and local tax management, payroll and document management — it’s all inside the only financial management software endorsed by the AICPA.

IT’S 2023. IS YOUR HEAD IN THE CLOUD?

Our experts will support your business through the critical digital transformation — with optimized processes that save time, increase productivity and reduce costs — so you can operate in the cloud with total confidence. Sage Intacct supports your most trusted advisors with a robust technology infrastructure that’s perfect for businesses of any size. That makes it easy for you to share data and integrate with best-of-breed solutions (like Salesforce) without the sky-high IT costs — so you can get back to business in better ways than ever.

CHANGE IS CONSTANT AND COMPLIANCE COUNTS.

ARE YOU CONFIDENT IN YOUR FINANCIAL DATA?

No matter the industry or business model, your growing organization must remain efficient and compliant. Outsourcing gives you the power to handle more complex accounting tasks and the flexibility to scale your organization without having to worry about adding headcount. You give us your workflows and reporting requirements, and we’ll give you accurate financial information at your fingertips, whenever, wherever.

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SAGE INTACCT RESOURCE CENTER

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