Reporting / Planning / Strategy

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 Do you have a bookkeeping team in place, but, just need help at the “top” of the accounting department pyramid?

On a project or regular (monthly, quarterly) basis KBS provides high-level advisory and planning services.


Expert Advice

  • Identify ongoing opportunities for streamlined processes, multiple system integration and operations
  • Advise on infrastructure technologies
  • Guidance/advisory with respect to your organization’s e-commerce
  • Advice on human resources issues, management and infrastructure (including staffing analysis)
  • Expert advice and proactive recommendations in all areas of business infrastructure: technology, human resources, operations, internal processes

Generate Meaningful Reports

  • Meet with Client to define meaningful management reporting (ie. Key performance indicators)
  • Monthly review and production of financial reports, informal commentary provided when requested/necessary
  • Liaison with tax accountant (including quarterly/year-end planning/compilation)
  • Generate reports that are meaningful, accurate and timely so clients can make informed business decisions that facilitate company growth
  • Provide Customized reports

Forecasting and Growth Planning

  • Create financial and project forecasts to support growth planning and strategy
  • Regular client meetings to review financial performance/position