Future-Proofing Businesses
Leveraging data for growth and sustainability in dynamic markets.
Rebecca Szerwo: 20+ Years in Strategic Financial Management
From Vision to Value: Meet the Architect of Your Financial Success
Rebecca Szerwo offers a wealth of experience in financial management, boasting over two decades of expertise across both the public and private sectors, with a special focus on the SaaS industry. Holding credentials as a Certified Management Accountant and an MBA, she stands out in her field. Her areas of expertise include not only preparing organizations for operational success, audits, due diligence, and compliance with regulations but also in crafting GAAP-compliant financial reports. Rebecca's toolbox is filled with skills ranging from budget creation and cost-benefit analysis to mastering automatic data processing and investment assessments. Furthermore, her proficiency in forecasting, budgeting for capital, implementing accrual accounting, and conducting risk analysis bolsters strategic decision-making. With a keen eye for data analysis and predicting trends, she ensures accurate forecasts for profit margins and overhead, all underpinned by rigorous market research and financial planning strategies.
Maximize Efficiency: Outsource to Experts & Focus on What You Love! No Full-Time Expenses, Tailored Solutions, and Dedicated Accounting Excellence
- Optimize Cost & Efficiency: Outsource Without Full-Time Expense.
- Customized Services That Grow with Your Business.
- Invest Your Time in Growth, Not Numbers
- Accounting Not Your Passion? It's Ours—Let Us Handle It.
- Lean on Our Expertise: Be a Business Visionary, Not an Accountant.
Beyond Service: Tailoring Expertise to Elevate Your Business
Accounting Excellence: Customized Solutions for Your Business
Comprehensive Support: Beyond Accounting to Strategic Excellence
Comprehensive Support: Beyond Accounting to Strategic Excellence
- Timely Period-End Closing to Ensure Financial Integrity
- Detailed Reporting for Insightful Business Analysis
- Precise Reconciliations to Maintain Accurate Financial Records
- Development and Monitoring of Key Performance Indicators (KPIs)
- Effective Treasury Operations for Optimal Cash Flow Management
- Strategic Forecasting and Budgeting for Future-Ready Planning
- Streamlined Accounts Payable and Receivable Management
- Efficient Payroll Processing for Optimal Workforce Management
- Comprehensive Commissions Management Aligning with Sales Goals
- Thorough Compensation Reviews to Ensure Competitive Positioning
Comprehensive Support: Beyond Accounting to Strategic Excellence
Comprehensive Support: Beyond Accounting to Strategic Excellence
Comprehensive Support: Beyond Accounting to Strategic Excellence
- Comprehensive Finance Setup for a Strong Financial Foundation
- Robust Internal Controls to Safeguard Your Business Assets
- Continuous Process Improvement for Operational Excellence
- Systematic Process Documentation for Efficiency and Clarity
- Detailed Covenant Reporting for Compliance and Transparency
- Thorough Audit Preparation for a Smooth Review Process
- Meticulous Due Diligence Preparation to Support Strategic Decisions
- Process Documentation
- Due Diligence Preparation to Support Strategic Decisions
Software Proficiency: Navigating Today's Leading Financial Tools
Comprehensive Support: Beyond Accounting to Strategic Excellence
Software Proficiency: Navigating Today's Leading Financial Tools
- Mastery of QuickBooks Online for Streamlined Accounting Solutions
- Proficient Utilization of the Microsoft Suite for Comprehensive Data Analysis
- Advanced Skills in Paylocity for Efficient Payroll and HR Management
- Proficiency in Xactly for Precise Sales Compensation and Performance Management
- In-depth Knowledge of Namely for Integrated HR, Payroll, and Benefits Administration
- Proficient in ADP for Robust Payroll Services and Workforce Management