Services
Here at Baer Management Consultants, we offer a wide range of services focused on the health and efficiency of your organization and accounting systems.
Creating Efficiencies
We will work closely with you to evaluate your organization’s accounting processes, systems, and documentation. We will develop, improve, and provide recommendations for maximum efficiency.
Workflow
Evaluate your current practices and processes with an eye toward workflow efficiencies.
Templates
Develop standardized templates for consistency, reduction of errors, and increased efficiencies.
Procedures
Develop or revise standard operating procedures (process guides) for repetitive tasks. Document processes to reduce errors, improve efficiencies, and cut training time.
File organization
Develop centralized file drives for common use by accounting staff.
Building Organizations
We will evaluate your organization’s structure to create clarity and define expectations.
Organizational Structure
Evaluate your organization’s structure, reporting relationships, responsibilities and workload of individual staff. Provide recommendations for improvements related to structure, systems, and training.
Job Descriptions
Develop and revise job descriptions for accounting staff.
Audit Risks
Audit your practices and identify areas of risk from an audit.
Empowering People
We will work with you to maximize the efficiency of your staff within your organization’s culture.
Staff Development
Assess expertise of accounting staff and provide recommendations for training on systems and your procedures.
Culture
Assess your organization’s culture for recognizing and appreciating employees. Provide recommendations for steps to improve the culture.
Training
Best practices for accounting processes and policies.
Technology training: QuickBooks, Excel (Pivot tables and Vlookups), ERP systems (SAP and Netsuite), G-Suite, and Smartsheets.