What Our Clients Are Saying
Intacct is a robust system that gives us excellent tracking and the ability to customize reports. As a result, many of the manual processes we used to do have now disappeared which has freed up our time for other things. Because the information is saved in the cloud, it can be accessed anywhere, at any time. In addition, Intacct allows us to grant our employees access to the system as necessary, and set up their dashboards so they view only the information that is relevant to their jobs.
Senior Vice President, Finance and Administration
Team Crucible, LLC
Outsourcing Services We Offer
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We offer a complete range of bookkeeping services to save your business the hassles and headaches of doing it yourself. Ask us about the time- and labor-saving services we offer.
Virtual CFO, Controllership and Consultative/Advisory Services
One more way we can save you time and money is by offering you the highest-level virtual CFO and Controllership services, including cash flow management, financial statements, forecasting, budgets, policies and procedures, industry benchmarking, financing proposals, data analysis, dashboards, customized financial reports, financial planning, advising and recommending ways to improve your company’s financial results, and much more. If you have need of a specific service, just ask. We’re here to help you.
Whether you choose to out-source transaction processing, general ledger and accounting control, or just want your PBMares trusted advisor to have the real time information necessary to give you the best advice, our cloud platform offers comprehensive financial solutions for your business.
Our cloud-based General Ledger application will unlock key financial and operational metrics for a comprehensive view into your business. The general ledger provides the foundation of the other financial management and accounting solutions we offer, providing the underlying financial architecture governing the performance, scalability, capability, accuracy, compliance, and security for your entire financial management system. Our cloud-based General Ledger solution is optimized for high performance and maximum efficiency, strong audit and control capabilities, rich planning and reporting, and provides unlimited capacity to evolve with your business. Purpose-built for world-class reporting and analysis, our software solutions combine unprecedented ease-of-use with advanced capabilities found in the largest ERP systems, helping organizations, like yours, drive operational efficiencies and gain exceptional visibility into business performance now and into the future.
Easily manage cash across multiple accounts and streamline reconciliations. Through our firm, we’ll help you take complete control of cash management and cash flow to manage all financial payments, deposit transactions, and bank reconciliations in real time. We can help you control spending and flexibly manage all checking, savings and charge card accounts with comprehensive bank reconciliation. We’ll increase your visibility of your financial banking transactions to ensure compliance across your entire organization.
Reporting and Dashboards
Drive business performance and make better decisions with real-time, actionable, and tailored financial and operational information. Take advantage of our powerful cloud-based accounting and financial reporting and analysis capabilities to build, plan, define, and measure business metrics and performance. We will empower your employees and executives with the business insights and visibility they need to make better decisions and drive performance.
Streamline vendor payment processes, maintain flexible payment and expense allocation functionality, and ensure stringent vendor payment and approval processes. We can help you do more than just pay the bills. We will automate billing and payment management and help you take advantage of electronic invoicing and payment capabilities that go well beyond traditional accounts payable functions. Our firm can manage an unlimited number of vendors and transactions for your business, set up customized terms for each vendor, take advantage of discount opportunities, and improve financial controls with flexible processes you can tailor to the needs of your organization.
Maximize cost savings and improve capital efficiencies. Streamline and automate the procure-to-pay process with our cloud-based Purchasing. We will help you take advantage of comprehensive purchasing functionality to manage and optimize inventory to increase customer satisfaction, improve capital efficiency, and reduce inventory costs.
Maximize cost savings and improve capital efficiencies. Let our cloud-based inventory management software help you reduce costs, improve capital efficiencies, and increase customer satisfaction by streamlining inventory operations, improving inventory visibility, and managing and optimizing inventory levels.
Accelerate collections and reduce days sales outstanding. Efficiently automate the customer invoicing and bill payment process to easily manage customer payments and bank deposits through our cloud-based accounts receivable management software. Integrate Accounts Receivable with our best-of-breed Order Management and General Ledger for real-time posting of all transactions on a cash or accrual basis, ensuring financially consistent views across your business.
Boost finance productivity, streamline billing processes, cut closing processes, fortify audit trails, and lower the cost of compliance. Manage subscription and contract based financial relationships more effectively with our cloud-based Revenue Management solution. We’ll help you automate billing, revenue recognition, forecasting, and renewals to improve the effectiveness of your finance organization and to lower your cost of compliance. We’ll ensure you adapt and comply with evolving rules and guidelines, eliminate spreadsheets, and increase productivity by automating revenue recognition, billing, and renewal processes. Finally, we help you gain real-time visibility into recognized and deferred revenue streams, project future revenue and renewals, and improve your customer relationship – all while reducing days sales outstanding (DSO).
Promote profitable channels and deliver accurate and timely customer order information. Automate and integrate your quote-to-cash cycle to improve productivity, increase sales, heighten customer satisfaction, speed sales cycles, and drive margins. Organizations that take advantage of our seamless integration between Salesforce and our state-of-the-art Order Management software can achieve significant business process improvements.
Salesforce CRM Integration
Our solutions are set up to automatically generate orders from Salesforce opportunities and streamline your entire sales cycle. We make it easy to empower your organization with a full 360 degree view of your business by providing seamless integration between the most popular CRM application and the top-rated cloud financial management application on the Salesforce AppExchange. Our cloud solution is developed and supported by Intacct and built on the Force.com platform, the integration with Salesforce helps sales and finance teams communicate effectively and work more efficiently – all while eliminating the need for an expensive and complicated 3rd party integration, IT support, or custom consulting.
Sales and Use Tax
Simplify and streamline cumbersome, costly sales tax compliance with end-to-end sales tax automation. Our cloud software leverages Avalara, the leader in cloud-based sales tax software, as its strategic partner for sales tax calculation and compliance. Avalara provides the easiest, most accurate and affordable way for businesses to address statutory sales and use tax requirements. Hundreds of satisfied customers use AvaTax sales tax software to eliminate sales tax issues locally and internationally.
Connect services delivery with finance for efficient and profitable business management. Our cloud-based Project Accounting component provides comprehensive capabilities to unify, automate, and streamline the financial and operational processes throughout the services delivery lifecycle. Combine our Project Accounting with our best-in-class cloud-based financial management and accounting application to maximize performance and profitability, provide better service to you, and boost financial visibility for better real-time decision making throughout the project-to-cash lifecycle.
Time and Expense Management
Eliminate manual, error-prone processes, and accelerate time and expense processing and reimbursement, saving time and duplicate data entry. Accelerate time entry, expense reporting, and employee reimbursement processes throughout your extended organization. Our advanced Time and Expense Management solution helps you improve efficiencies and maintain tight control over expense management processes with flexible, multi-level approval workflows, paperless entry and tracking, and streamlined reimbursement. Gain visibility into how and where you’re incurring employee expenses.
Let us take the time-consuming, labor-intensive hassles and headaches of payroll processing off your staff’s shoulders. We can provide a complete payroll processing service for your company at a price your business can afford. We can even manage and administer your 401(k) plan.