ServicesOutsourced AccountingService Levels

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

SERVICE LEVELS

Get to know our services levels referenced below

BOOKKEEPING
(Just the basics)

ACCOUNTING
(Collaboration)

CONTROLLERSHIP
(Synergy)

CFO
(Partnership)
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) √
INDUSTRIES
Construction Equine Healthcare Nonprofit Real Estate
Insights
TRENDING
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dorton New Market Leaders Announced for Top Southeast Business Advisory Firm
New Market Leaders Announced for Top Southeast Business Advisory Firm
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dorton Beaumont Family Dentistry leverages real-time data and accurate financial reporting with Dean Dorton’s AFO services
Beaumont Family Dentistry leverages real-time data and accurate financial reporting with Dean Dorton’s AFO services
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dorton Beaumont Family Dentistry leverages real-time data and accurate financial reporting with Dean Dorton’s AFO services 2
Beaumont Family Dentistry leverages real-time data and accurate financial reporting with Dean Dorton’s AFO services 2
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dorton IRS Temporarily Halts Processing of New Employee Retention Credit Claims
IRS Temporarily Halts Processing of New Employee Retention Credit Claims
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Results
DRIVING SUCCESS, TOGETHER

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.

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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.

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