Custom Workflow Development

While many accounting functions remain the same from one organization to another, the way those functions are completed can differ significantly. Your organization may need a way to secure multiple approvals before a bill is paid, for example, or accumulate direct labor and material costs for time and materials billing.

Alternatively, you might find that the amount of time required to complete your accounting tasks is disproportionate to the size of your organization.

Whatever the reason may be, if there is a pain point within your organization’s accounting workflow, chances are you or your staff are experiencing it regularly.

New Business Directions can help you engineer an improved workflow process that’s custom-tailored to your organization, reducing redundancies in your workflows and discovering a faster, more streamlined way to get the job done.

We begin all new customer engagements with a paid diagnostic review , so that we can gain a comprehensive understanding of your organization. During this process, we’ll conduct a deep dive into your accounting system’s infrastructure via a secure remote desktop session and we’ll speak to your finance department in-depth about their current processes and pain points.

Next, we’ll create a written plan for your new and improved workflows, but we won’t stop there. We know that you can have the best systems in place, but if you and your team don’t know how to use them, you’re no better off than you were before we started.

That’s why training is a key component of what we do, whether your business is in start-up mode or you simply need a better workflow for your established organization. We’ll make sure every member of your team is adequately trained in your new systems and feels confident executing their duties.

We also believe training isn’t a one-time event. We keep in touch with all of our customers on a regular basis so that we can provide support, answer questions and anticipate needs.