ignite prosperity services designed for business... acceleration translation definition Forward thinking financial results
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1 services designed for business... acceleration Forward thinking financial results translation Accurate historical financial reporting definition Basic day-to-day financial functions ignite prosperity
2 ON accelerate Make or Break Analysis Cascading Metrics Predictive KPI forecasting Performance Management Owner Involvement translate define Payroll outsourcing and processing Fraud prevention and internal controls Financial process and procedure manual Outsourced Bookkeeping Services (OBS) Accounts payable services Accounts receivable services Banking and credit card reconciliation Employee incentive and empowerment plans Outsourced Controller Services (OCS) Financial reporting services Financial dashboard Key financial indicators & benchmarking Executive financial consulting Cash management Budget creation and management Sales tax reporting IN WEAK Chart of account design Accounting & Financial Systems STRONG
3 define. Accounts Payable Services (OBS) Paying bills is a hassle! Ignite Prosperity, Inc streamlines your process, while keeping you in charge of who gets paid and when. With our Outsourced Accounts Payable services, invoices can come directly to us, or to your office and then transmitted via scan, mail, or simply dropped off. We work with you to design an approval system that gives you confidence. We enter your invoices and once you have reviewed them, pay on the terms indicated. We respond to vendor inquiries and process employee reimbursements. Accurate account classification leads to accurate financials. Accurate financials mean better financial decisions. Copies of your invoices will be linked to each transaction for easy review and to reduce your risk of fraud. Let us free you up to spend more time and energy growing your business. Accounts Receivable Services (OBS) Billing your customers is one of the most important components of your bookkeeping department, and impacts your customer relationships. Mistakes here can be costly. Ignite Prosperity, Inc establishes clear receivable policies and ensures your invoices are accurate and timely. Our Outsourced Accounts Receivable Services can remit invoices, track payments, make deposits, and reconcile reports as frequently as needed. We send monthly statements and make follow up calls on past due accounts. Banking and Credit Card Reconciliation Services (OBS) Periodic reconciliation is one of the most important tenets of basic bookkeeping. Ignite Prosperity, Inc will reconcile your cash, loan, and credit card account records weekly or monthly. We automate wherever possible to make the data feedback loop fast and cost effective. We prepare weekly cash headroom reports and quickly identify any unusual transactions that require your attention. You save time and money with improved efficiency. Basic day-to-day financial functions
4 define. Chart of Accounts Design Your Chart of Accounts forms the basis for your financial reporting system. Ignite Prosperity, Inc begins with the end in mind. We learn about your business, how it works, and design a Chart to give you usable, manageable data that doesn t require an accounting degree to interpret. Sales Tax Reporting Services Sales taxes are gaining complexity daily. Ignite Prosperity, Inc takes care of your sales tax reporting or other industry specific reports, such as occupancy, use, or excise. If you need assistance with income taxes, we recommend resources to you. Ignite Prosperity, Inc is not a CPA firm. We understand the language of CPA s and this allows us to work seamlessly with your CPA or other income tax professional. Payroll Outsourcing and Processing There are many national and local firms that do a great, cost efficient job of payroll processing and tax reporting. Ignite Prosperity, Inc will help you find the right firm for you. Once you have a quality firm to work with, we ll manage the rest of the details. We set up employees, enter time sheets, transmit required data and allocate labor to job or customer accounts. We download the payroll summary and post to the appropriate accounts in your general ledger. We ll work with your third party vendor to ensure all your payroll taxes are paid on time.. If you choose, we set payroll cost targets and trending metrics to keep you on track and in budget. We analyze payroll metrics to increase profits and help you grow your business. Basic day-to-day financial functions
5 translate. Financial Reporting Services (OCS) Accurate, timely financials are the backbone of understanding where your business is, and predicting where it is going. Ignite Prosperity, Inc designs a set of financial reports based on your unique needs. We prepare all weekly, monthly, and quarterly standard reports. Customized reports are created for your industry and your stakeholders when necessary. Profit and Loss, Balance Sheet, Cash Flow, Accounts Receivable and Payable, Cash Headroom, and Job Costing are examples of reports we generate regularly. If you choose, we develop a financial dashboard and trending key financial indicator reports, making financial interpretation of your results, quick and easy to understand. Separate reports can be developed for second tier management so they stay informed, but access only the information you choose. Using trend reports allows even the least financially savvy person on your team to quickly understand where you are on or off goal. Typical trending reports include revenue, revenue by department, gross margin, operating costs, and labor efficiency. With our advanced reporting capacity, you can identify your most profitable clients, most productive staff, and your most profitable products or services. Also available are efficiency reports telling you how productive your team is currently and historically. We develop a month end closing process to improve the accuracy and timeliness of your reporting. Gone are the days when your financials are so old as to be useless. We make month end adjusting journal entries and review them with you and your designee to ensure you are informed. If you choose, work with one of our Outsourced CFOs to better understand and utilize your reports. Run your business smarter, rather than harder. Accurate historical financial reporting
6 translate. Financial Dashboard and Key Financial Indicators (OCS) Gain key insights into your company s financial well being using easy to interpret graphs and charts. Smarter information = smarter decisions. Ignite Prosperity, Inc designs a financial dashboard to meet your company s unique reporting needs. Key Financial Indicators presented graphically are easy to interpret by everyone on your team. With dashboards and custom graphs you turn your accounting data into wisdom, avoid roadblocks and financial danger, and gain insight for more profitable decisions. Executive Financial Coaching (OCS) If accounting was your passion, you would work in the profession. Ignite Prosperity, Inc provides hands on one-to-one financial coaching so you learn the lingo, understand the reports, and feel confident when reading and interpreting your financial results. Cash Management (OCS) Cash is the lifeblood of your business. Ignite Prosperity, Inc provides you cash flow tools and analysis to keep your eye on the financial ball. We develop cash reporting, targets and analysis to provide a weekly snapshot of where you are and where you have been. Budget Creation and Management (OCS) Everyone works easier and more effectively with a budget. Ignite Prosperity, Inc takes the pain out of budgeting and integrates your budget into your financial reporting system. With regular budget comparison reports, you know easily where you are on or off track and make timely course corrections. Accurate historical financial reporting
7 translate. Financial Process and Procedure Manual How will payables be paid? Invoices produced? Credit cards handled? Reports generated? Processes will be documented and responsibilities assigned so everyone is always on the same page. Standards of practice promote accuracy and timeliness in day-to-day practices as well as monthly reports. Everything runs smoother when processes and procedures are documented. Ignite Prosperity, Inc will map out the workflow of your internal and external finance department. Fraud Prevention and Internal Control Systems Many business owners are concerned about employee embezzlement. Over 20% of small and medium enterprises experience financial fraud and the number one culprit is a one-person bookkeeping department. When times are challenging, and you need every dollar coming in, the probability of employee fraud rises. Working with Ignite Prosperity, Inc reduces your risk of loss by increasing the segregation of duties. We develop a plan to minimize the risk of fraud by designing prevention into systems and by improving internal controls. We lock down prior periods and increase the number of people watching your accounts. Our employees are screened, background checked, and work in teams for regular oversight. You can rest assured that if someone is trying to put their hands in the till, it is much more likely to be discovered. Accurate historical financial reporting
8 accelerate. Employee Incentive and Empowerment Plans Non-accountable bonus systems do not motivate or inform your employees. Ignite Prosperity, Inc develops self-funded employee incentive plans. These plans naturally empower and educate employees about how and why it is in their benefit to help the company make more money. Components of the system include employee training, forecasting, key metrics identification and reporting, and prosperity improvement programs to energize short-term goals. Performance Management Can you manage your entire business by reviewing a few key metrics (dashboard) weekly or daily? Does each employee have specific, quantitative standards by which their performance is measured regularly? Do your financials accurately reflect the profitability by product, service, department and customer? If you answered no to any of these questions, a review of your performance management system is a worthwhile investment. Performance management frees you up to work on your business and empowers your employees to take initiative, deliver excellence, and drive improved results. Predictive Key Performance Indicators Key Financial Indicators (KFI) are key to keeping your fingers on the pulse of your financial trends. Ignite Prosperity, Inc takes the next step with you and develops Key Performance Indicators (KPI) to drive improved results with and by your team. KPIs are designed in a collaborative format with a select team of your choice. They are specifically chosen to drive improved performance and financial results. While no one has a crystal ball, KPIs allow you to look more strategically into the future, and empower your team to improve performance. They energize, inform and empower more confident financial decisions. Forward thinking financial support
9 accelerate. Cascading Metrics Imagine your entire team aligned with your overall enterprise goals. Ignite Prosperity, Inc, using our proprietary Cascading Metrics technology, begins with your enterprise goals and cascades down into your departments and teams. Cascading Metrics ignites the power of everyone in your organization by providing input and reporting to his or her department or team. You will be amazed at the increase in focus, accountability, and empowerment that is driven by this unique tool. Make or Break Analysis Do you know what your make or break is? Ignite Prosperity will lead you through a process to discover the make or break of your organization. It is likely different than you think. Using the Make of Break process provides laser like focus to what has to happen for the organization to reach its goals. Once you have your Make or Break, we will design a custom reporting system to bring it to life within your organization. Special Projects Available Finance touches every aspect of your organization. Ignite prosperity is available as needed for special projects, one time or recurring, such as: Business Line Profitability Customer Profitability Business Model Analysis Collection Process Design and Implementation Credit Policy Design and Implementation Insurance Review and Re-pricing Inventory Process Review Profit Target and Establishing Company ROI Cash Flow Enhancement Interim Team or Project Management Succession Planning Strategic Plan System Design Forward thinking financial support
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