How Citrin Cooperman Can Help
Citrin Cooperman’s Business Process Outsourcing Practice can elevate your finance and accounting function to provide timely and meaningful information—helping simplify your decision-making process. It’s like building a high-performing, sophisticated finance and accounting department in-house for less than the cost of a full-time team.
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How Mature is Your Finance and Accounting Function?
Outdated systems, manual processes, under-trained personnel and a lack of modern decision-support tools lead to avoidable financial losses and keep the business in reaction mode. The first step toward a mature financial model is identifying areas for improvement. Take this 2-minute assessment to understand your current level of financial maturity—and the path to getting to where you want to be.
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Solving Middle Market Companies' Finance Dilemma
To navigate today’s uncertain business environment, companies need stronger financial visibility through access to timely, in-depth reporting and highly skilled finance and accounting talent. A nationwide professional staffing shortage is making those people hard to find and retain – leaving companies without the decision support tools they need to take their business to the next level.
Strategic finance and accounting outsourcing allows you to bring in specialized professionals as needed, build better processes and reporting, and select and integrate the right technology – in a model that easily scales up and down as you need it.
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A Better Way to Advance Your Finance and Accounting Function
Strategic finance and accounting outsourcing provides middle market companies access to top finance and accounting talent on demand.
This powerful model allows you to scale your team with highly specialized professionals who can provide expert advice, training and best practices tailored to your company and industry—so you can focus on driving long-term profitability.
Download this report to learn:
- What strategic outsourcing is—and how it’s different than outsourced bookkeeping
- How strategic finance outsourcing can help solve key challenges faced by your business
- How you can take your finance function from manual to modern in 60 days
Outsourcing Services
Learn more about the comprehensive ways we help our clients succeed.
- Bank reconciliation
- Accounts receivable maintenence, including billing
- Accounts payable maintenance, including bill pay
- Subsidiary account reconciliation
- General ledger maintenence
- Month-end close support
- Consolidation of financial information
- Customized financial statement reporting
- Documentation of accounting processes and definition of roles
- Budgeting and forecasting analysis
- Buy-side integration services
- Opening balance sheet support
- Audit support
- Finance Assessments
- Fund Accounting
- IT & Managed Services
Drive Long-Term Profitability with Highly Specialized Professionals On Demand
Our full-service outsourced finance and accounting services solution helps you rapidly evolve your finance function—no matter where you are today.
Our team of finance specialists evaluates the quality and effectiveness of your procedures, systems, and financial reporting, and how well supported the business feels by your finance department.
WHAT YOU GET
- List of gaps and recommendations for improvement
- Technology recommendations
- Roadmap for implementation
- Continued engagement from assessment leader
During this phase, our team builds on what we learned during the assessment to help your organization develop an efficient and sustainable month-end close process. This also establishes how we will work together moving forward.
WHAT YOU GET
- Month-end close checklist
- Establishment and documentation of standard procedures
- Agreed upon financial reporting and key performance indicators (KPIs)
Using our established monthly cadence, our advisors work alongside your team to efficiently complete regular tasks. At the same time, we make incremental improvements to your processes and financial information.
WHAT YOU GET
- Centralized activities
- Integrated policies and procedures
- Confident and well-deployed staff
During this phase, we set you up for long-term profitability by recommending, implementing, and customizing tools that make monitoring budgets, forecasting, financial projections, and reporting on KPIs easier.
WHAT YOU GET
- Efficient, automated processes
- Relevant, real-time data
- A forward-thinking, highly analytical, and technology-centric finance department
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The Complete Guide to Outsourcing Finance and Accounting: How Middle Market Companies Can Stay Ahead Amid a Nationwide Talent Shortage
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