Monthly Accounting Insights
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SAN DIEGO Headquarters
6162 Nancy Ridge Drive
Suite 100
San Diego, CA 92121
760-388-0993
When you sign up with TGG, you can expect two components that will contribute to your company’s success. We begin with an assessment of where your business’s financials stand at the time that you sign on with us. At TGG, we believe in understanding our client’s business on a deeper level, so this may take some time. Simultaneously, we work on your current financials to ensure your future financials remain healthy. Here’s a detailed look into each aspect of TGG’s process.
Implementation
The implementation process starts with an assessment of your past financial statements. We take a look into how well your accounting department is functioning, as well as take a deeper look into your company as a whole. We serve as an extension of your team, so we want to understand your staff and their roles in the business in order to effectively partner with them to achieve success.
During this 3 month period, we fix all the errors found in the assessment. This is the time period when we understand the business model, intricacies, and current processes. We reconcile all balance sheet accounts, optimize Chart of Accounts, and begin developing templates and processes. These templates include cash flow forecasting and the TGG Way™ monthly financial reporting. Lastly, we develop and document best practices for accounting processes and procedures to ensure you are set up for success.
Recurring Services
Our recurring services start when you first sign on. We begin maintaining and supporting your current accounting needs from the start, while simultaneously fixing any errors found within the assessment, and understanding your business. These services include maintaining transactional accounting, accounting support and review, cash flow forecasting, formal month-end processes, monthly TGG Way™ reporting KPIs dashboard, and general C-level consultation and analysis when needed.
Timeline
- Within the first two weeks of working with us, you receive a deliverable, typically your cash flow forecast. This gives our team and your business a good picture of your cash position in the present moment.
- At the end of the first month, you will receive your first executive dashboard.
- By the end of month two, all KPIs and your complete TGG Way™ financials will be ready for your team.
At TGG, we believe in timely and accurate financial reporting, which is why our team works hard to deliver your financials as quickly and accurately as possible.
Want to know more? Schedule a free 30-minute assessment with one of our San Diego outsourced accounting specialists!
