How Our Cloud Based Accounting, Bookkeeping, Controller & CFO Services Work

1

Learn and Set up

• Understand business objectives, and tailor a solution to achieve them:
  • Select technology to meet your needs (from our portfolio of tried-and-tested tools).
  • Understand your reporting requirements and re-architect your accounting system to deliver insights required for this stage of your business.
  • Assign your dedicated Driven Insights team.
• Determine best communication practices for Driven Insights to get required information from your company, vendors and employees. 
• Create and document the process for executing all financial services.
• Migrate to the cloud (don’t worry – we have done this many times and make it easy!).
• Train your team on new accounting process and reporting package.
• Launch. 

2

Deliver and Advise

• Your transactional data (e.g., vendor invoices, time sheets, expense reports, receipts, deposits) is sent to Driven Insights using the defined practices. Most data is delivered directly to Driven Insights, but all other data is delivered via secure, streamlined methods.
• Driven Insights performs day-to-day transaction entry and classification. From Accounts Receivable and Accounts Payable management to bank reconciliations and payroll management. See “Outsourced Services” page for more detail.
• Our reporting package is delivered on required frequency (real time, weekly, monthly, quarterly, etc.).
• We hold periodic scheduled calls with dedicated experts to ensure insights are understood and genuinely useful.

3

Observe and Adapt

• We understand that your business evolves, which is why we adapt our services and your deliverables to meet those changing needs.
• Our quarterly reviews identify gaps that have appeared between existing services and new needs. We also present specific plans to address these gaps.