How it Works

How Ximplifi's outsourced accounting and advisory works for your business

01

Discovery Call

We spend an initial 30 - 60 minutes learning about your business, key frustrations, current processes, current software, and biggest needs. This helps us determine if Ximplifi will be a good fit to meet the needs of your organization. If we are not a good fit, we will make a suggestion to help you get the solutions you need.

02

Initial Assessment

Next we schedule an on-site or virtual assessment of your business. We dive deeper into your pain points, walk through each of your business processes, review your financial reports, assess your accounting software and other apps and learn about any other concerns and/or needs.

03

Developing a Plan

Whether it’s just help with AP, improving software and processes or outsourcing your entire finance function, we develop several package options with fixed monthly fees based on our assessment. The different packages include options for services, frequency of reporting, cloud-based software, and personnel with the appropriate level of expertise to meet your company's needs.

04

Onboarding

We collect necessary organizational documents and pertinent information. Next we set up the selected financial management solution and integrated suite of cloud-based applications.  As necessary, we provide training on the various applications and software. Next we document your company policies & procedures manual. Finally, we develop weekly, monthly, quarterly and/or annual financial reporting packages and protocols for communication.

05

Ongoing Support & Services

We collect necessary organizational documents, set up the selected financial management solution and integrated suite of cloud-based applications.  As necessary, we provide training on the various applications and software. Next we document your company policies & procedures manual. Finally, we develop weekly, monthly, quarterly and/or annual financial reporting packages and protocols for communication.

06

Reporting & Advisory

Based on the agreed upon services, we schedule weekly, monthly or quarterly meetings to review your organization’s financial performance, answer questions, make changes to any services as needed, and provide the appropriate advisory and insights important to driving business decisions and success.

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