Financial Consulting

Client Profile:

Perhaps you’ve had a special financial or operational situation occur. Or maybe you just need some extra resources to bring a project to completion. Venturity’s Financial Consulting services provide strategic project-based support for some of the most important and complex issues within your business.

Project-based Back Office Assistance:

  • Financial Clean-up/Catch-up, to ensure that your transactions and reconciliations are accurate, supportable and reflect your operations
  • Audit Preparation and Support to confirm you’re ready for your first-time audit and all future audits, creating efficiency and reducing audit time
  • Quick Books Training to provide you with the tools you need to process transactions and keep your information up-to-date
  • Procedure Documentation to ensure your back-office processes reside within your organization and not in the head of a team member

Operational Consulting:

  • Operational and/or Back Office Assessments, to confirm that your current processes and procedures are effective and that your financials are accurate and reliable
  • Cash Flow Forecasting and Budgeting, to verify that your company is well-positioned to monitor its performance and adjust as necessary
  • Process Re-engineering, including a review of current processes and recommended enhancements to bring about efficiency and scalability
  • Work Flow Optimization utilizing technology-based systems to improve operational and back-0ffice performance

Systems Consulting:

  • Software Selection and Implementation providing expertise around proper matching of operational needs and required outputs as well as optimization of the chosen system
  • Software Conversion from one system to another that provides for increased capabilities to support continued growth and operational expansion
  • Technology Integration between systems that improves operational and back office performance and cuts down on errors
Benefits:
Rapid Response
Depth of Expertise
Immediate Access To Specialized Services
Resolve Issues Without Staffing Up