Our Accounting & Financial Service Level Options
At Dean Dorton, we specialize in customized services that work for you. Our team has one goal – to become a crucial part of your team. We are here to contribute, problem solve and be part of your success strategy. We specialize in customized accounting services, consulting, troubleshooting and operational synchronization within all industries. We will work closely with you to analyze your needs and build a flat monthly fee to eliminate any surprises. Get to know our services levels referenced below:
| BOOKKEEPING (Just the basics) |
ACCOUNTING (Collaboration) |
CONTROLLERSHIP (Synergy) |
CFO |
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|---|---|---|---|---|---|---|---|---|
| TRANSACTIONAL SERVICES | ||||||||
| Monthly Bank Reconciliations | √ | √ | √ | √ | ||||
| Monthly Credit Card Reconciliations | √ | √ | √ | √ | ||||
| Payroll Recording | √ | √ | √ | √ | ||||
| Collaboration with Tax Preparer | √ | √ | √ | √ | ||||
| Bill Pay through Bill.com | √ | √ | √ | |||||
| Employee Expense Reimbursement | √ | √ | √ | |||||
| Financial Information (Updated Weekly) | √ | √ | √ | |||||
| Daily Cash Balance Reconciliation | √ | √ | ||||||
| REPORTING | ||||||||
| Basis of Accounting | Cash Basis | Cash, GAAP, Income Tax | Cash, GAAP, Income Tax | Cash, GAAP, Income Tax | ||||
| Ledger Closing Frequency | Quarterly | Monthly | Monthly | Monthly | ||||
| Monthly Reporting Package | √ | √ | √ | √ | ||||
| SOFTWARE/SYSTEMS | ||||||||
| Access to Sage Intacct – Accounting System | √ | √ | √ | √ | ||||
| Access to Bill.com Vendor Payment Workflow Automation | √ | √ | √ | |||||
| Employee Reimbursement Tool | √ | √ | √ | |||||
| Software Training | √ | √ | √ | √ | ||||
| Access to Sage Intacct Marketplace | √ | √ | ||||||
| ADVISORY SERVICES | ||||||||
| Meetings with Management | Semi-annually | Quarterly | Quarterly | Monthly | ||||
| Industry Expertise | √ | √ | ||||||
| Customized Dashboards & Key Performance Indicators |
√ | √ | ||||||
| Budget-vs-Actual Reporting | √ | √ | ||||||
| Financial Statement Audit Support | √ | √ | ||||||
| Monthly Executive Summary | √ | |||||||
| Budget Preparation Assistance | √ | |||||||
| Forecasting (“What-if” Analysis) | √ | |||||||
Why wait? Let us help you and your team.
Beaumont Family Dentistry leverages Real-Time Data and Accurate Reporting
Dean Dorton’s AFO team has numerous years of experience and expertise in various industries, bringing valuable recommendations to increase efficiency, productivity, and long-term strategic planning. Through the use of cloud-based accounting software, Dean Dorton AFO clients have access to real-time financial data with dimensional reporting and dashboards which allow clients to make better business decisions faster.
Through cloud-based accounting software technology advancements and the skillset of a qualified team like Dean Dorton AFO, our clients can focus on providing excellent service and focus on long-term strategic goals rather than get muddled down in the day-to-day of manual accounting processes.
“The Dean Dorton AFO team is so critical to the financial organization and success of our business! The work that they do allows us to make financially informed business decisions as we now have on-demand access to accurate financial reporting. The AFO team is also readily available if we need any assistance and their communication is top notch. Our partnership with Dean Dorton and the AFO Team allows the team at Beaumont Family Dentistry to focus on doing what we do best, and that is taking care of our patients!” Read the Full Case Study.
What are you Waiting For?
It never hurts to ask, and we’re hoping you’ll ask us how we can help your business become more nimble, strategic and successful.