情况
A 纳什维尔 healthcare investment banking veteran decided to start a highly specialized strategic advisory firm just as COVID-19 began to impact business economies around the US. Starting a new business as the country was shutting down was not ideal, but they still needed a complete back office.  They found one in LBMC W Squared’s outsourced Accounting & Finance solution and other LBMC Business 服务.

方法
LBMC W Squared was engaged as the client’s Finance & Accounting Department to design and establish the cloud-based accounting, bill payment and expense reporting systems, develop policies and procedures and provide all Accounting, 采购, Accounts Receivable and Accounts Payable functions.  LBMC W Squared was able to stand up the new system, infrastructure and services in April and May, despite a national shut-down, by providing a virtual deployment.

结果
The client was able to open their office, 向客户收费, 支付他们的美联社, and produce financial statements for operational and regulatory purposes. Row reached steady state for monthly activity and financial close in under 6 months and DURING a worldwide pandemic.  This rapid deployment and successful implementation would not have been possible without the expertise and professionalism of the LBMC W Squared team.

服务包括:

  • Fractional accounting team
  • Cloud-based accounting, bill payment, and expense reporting system
  • 政策 & 程序开发
  • AR & 美联社功能
  • 采购解决方案
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