The Smart Choice For

Comprehensive Assessments

If you’re reading this, somewhere along the line you’ve thought:

Maybe I don’t have the right expertise on my accounting team.

If I only understood my numbers better I could make better decisions.

Can somebody just make my accounting work for me so I can run my business?

The good news is, you’re in the right place. The 30-day assessment period is our deep dive into the way your people, processes, and technology work together to support your accounting functions.

When you know what you need to run your company more effectively, Signature Analytics’ outsourced accounting is the smart choice.

Strategic Insights That Lead to Smart Decisions

Get the insights you need when you need them with Signature Analytics outsourced accounting

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People, Process Technology & Reporting

The first 30 days of your Signature Analytics engagement are spent understanding your company goals, your industry, your internal accounting processes, what technology you’re using, and how efficient and effective your accounting systems are.

Then we create a roadmap and strategic go-forward plan and deploy a solution that strengthens your accounting department. You’ll have the right expertise on board taking the right actions at the right time to lead you to long-term sustainable growth and profitability.

People

Get the right people doing the right things at the right time.

Understand existing clients’ staff roles, capabilities, and skillsets.
Develop organizational chart recommendations that seamlessly incorporate the Signature Analytics team.
Evaluate accounting team management or expertise gaps, training needs, and more.

Processes

Using the findings from your assessment we will address the gaps and build the right accounting processes for your business.

Implement day-to-day process improvements
Manage your accounting team
Train for efficiency and accuracy
Implement dashboarding
Convert cash-based accounting to accrual (where appropriate)
Revenue recognition & contract review
Implement training processes for technologies
Finalize month-end close process

DEFINE, DEVELOP, AND ACHIEVE YOUR GOALS

Technology

Efficiencies improved, processes streamlined, costs reduced, and security increased.

Signature Analytics has an accounting technology team because we understand how critical your software systems and data flow are to achieving accurate insights into your business. The Financial Intelligence Technology (FIT) Team plays a critical role in the assessment process.

Our Financial Intelligence Technology (FIT) Team is made up of IT experts and developers who understand the ins and outs of accounting technology and how it integrates with other systems needed to run your business.

Technology improvement recommendations with proposed solutions and outline the benefits for your business
Workflow and process recommendations follow with supporting solutions and benefits

Reporting

Regular visibility into your financials so you can make better business decisions.

Sophisticated financial reports delivered monthly
Develop KPIs
Actionable reporting that tells the story behind the numbers

SA Comparison - Roles and responsibilities

Get it right the first time.

You know your bookkeeper can’t advise you on debt structure. It takes structure to get accurate data and having good people isn’t all you need. Strategic insights, regular reporting, a scalable team that can grow with you, and processes that help your existing team operate at a higher level. That’s the smart choice. The assessment process dedicates the first 30 days of every engagement to understanding your industry and your business structure so we can offer you the smart solution for your business.

GET STARTED WITH THE RIGHT TEAM FOR YOUR BUSINESS

Our Five Step Method

With the right people, right processes, and right technologies in place, your business can create scalable growth and profitability. Our 5-step method ensures we get you there.

Goal Development & Roadmap

We start with reviewing and understanding your business, including:

Industry
Business drivers
Business goals
Business concerns
Immediate needs & priorities

Information & Process Validation

Our team does a thorough evaluation of your information and processes to ensure your business has the foundation for timely and accurate reporting:

Understand existing team’s capabilities and skillsets
Review existing information and structure
Validate processes and implement new ones
Refine how we will support the existing team

Day-to Day Accounting

With good people, processes and technology, we manage your day-to-day accounting processes including:

Monthly close process
Month-end close and financial statement production
Documenting SOPs
Audit Support
Cash Flow Management
Monthly management report
AR/AP Aging reports
Invoicing, collections, and AR management
Inventory process development and setup
Bank covenant requirements

We ensure that the numbers you base your decisions on are right.

Financial Reporting

To enable you to make sound decisions, we provide accurate, relevant and timely (A.R.T.) financial reporting that may include:

Custom reports based on your business needs
Profit and loss statement, balance sheet, and cash flow statement
Monthly management report
AR/AP aging report

This gives you the information to better understand your business and identify issues in a timely manner.

Financial Analysis & Support

Beyond standard reporting, we can provide business modeling and financial analysis to help you achieve your goals by providing actionable, measurable data, including:

Utilization analysis
Annual budgeting
Breakeven analysis
Client profitability
Margin analysis
Business-specific KPIs

Support your team with outsourced accounting expertise

Increase Profitability & Promote Scalability.

Start the process to improve accounting and financial information accuracy today. With an outsourced accounting team from Signature Analytics you get accurate, relevant and timely (ART) financial reporting that focuses on your growth and goals.

We go beyond the numbers to improve business performance to achieve your goals by building lasting relationships that take your business to the next level and help your team succeed.

Testimonials

We initially hired Signature Analytics to manage our basic accounting operations, but soon realized that finance can help drive so many more aspects of our business. We would (and do!) recommend them to every business who can’t afford a full-time accounting team.

CEOMarketing Agency

Where others had failed in the past, Signature Analytics was able to come in and bring order to our financial information within the first month of our relationship. Signature Analytics has been proactive in all areas of our business, including introductions to other key business advisors, assistance with ongoing financing, development of Key Performance Indicators and projections, and analysis of ongoing cash management.

CEOBrewery

Signature Analytics has been an invaluable adviser to our company and has integrated themselves into the fabric of our business. They understand our core beliefs and what we are trying to accomplish. Through their guidance, we now have accurate accounting records that we can rely on, to go with new SBA financing to further grow our business.

CEOLaboratory Service Provider

Signature Analytics has been wonderful to work with over the years. They’re always looking for new ways to help us and have become a trusted sounding board for new ideas. We have the type of confidence and trust in the Signature Analytics team to work independently without a lot of oversight. The Signature Analytics team has given us a wealth of knowledge and insight.

Director of Accounting Fintech Software Company

They helped a very understaffed, and thin budget organization really step into the 21st century, not just by getting the books in order, but really using the systems to help train staff and to kind of bring them into better management techniques. Signature Analytics put a bunch of processes in place for us. They brought in an HR consultant who works with us on a number of issues, and I couldn’t have done it without her or Signature Analytics. And she’s still with us. So it’s a real team effort as we strengthen the processes and procedures of running this organization that are now firmly in place.

Chief Executive Director Non-Profit

The money that you invest in something like financial reporting, and the services that Signature Analytics provides, on the outside might look substantial, but, if you’re short-sighted and don’t understand the value of an organization like Signature Analytics to a small and growing business, you’re setting yourself up for failure. And now, I think of them as part of our organization. I’ve recommended them personally and professionally to several other companies and, to me, that’s the best thing you can say about an organization.

PrincipalEnergy-focused Sales Agency

As we were growing, we had plans to reach a certain size but felt our infrastructure might not be adequate to get us there. So we brought SA in to do an assessment, and they let us know what the next steps were to get to where we wanted the business to go. They highlighted weak areas for improvement, which included restructuring our technology systems and the accounting department. We jumped on that right away and hired them to take over the entire project.

CFOMulti-location Auto Service Franchise

They stopped being a vendor after we put ink to paper on the contract. It really became a partnership from start to finish. They integrated with who we are, but they were all business in getting stuff done and very much were thinking about our future and our well being as an organization. I felt very much like they were a part of my team. Plus my board’s ecstatic about what my finance guy is able to present because he can take Signature’s reporting and run with that. You can’t build your house until you put your foundation down, and what Signature did was put a foundation down that we can build on.

Executive DirectorNon-Profit

Where others had failed in the past, Signature Analytics was able to come in and bring order to our financial information within the first month of our relationship. Signature Analytics has been proactive in all areas of our business, including introductions to other key business advisors, assistance with ongoing financing, development of Key Performance Indicators and projections, and analysis of ongoing cash management.

CEOBrewery

Signature Analytics has been wonderful to work with over the years. They’re always looking for new ways to help us and have become a trusted sounding board for new ideas. We have the type of confidence and trust in the Signature Analytics team to work independently without a lot of oversight. The Signature Analytics team has given us a wealth of knowledge and insight.

Director of Accounting Fintech Software Company

They helped a very understaffed, and thin budget organization really step into the 21st century, not just by getting the books in order, but really using the systems to help train staff and to kind of bring them into better management techniques. Signature Analytics put a bunch of processes in place for us. They brought in an HR consultant who works with us on a number of issues, and I couldn’t have done it without her or Signature Analytics. And she’s still with us. So it’s a real team effort as we strengthen the processes and procedures of running this organization that are now firmly in place.

Chief Executive Director Non-Profit

They stopped being a vendor after we put ink to paper on the contract. It really became a partnership from start to finish. They integrated with who we are, but they were all business in getting stuff done and very much were thinking about our future and our well being as an organization. I felt very much like they were a part of my team. Plus my board’s ecstatic about what my finance guy is able to present because he can take Signature’s reporting and run with that. You can’t build your house until you put your foundation down, and what Signature did was put a foundation down that we can build on.

Executive DirectorNon-Profit

The Smart Choice for…

COMPREHENSIVE ASSESSMENTS

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4275 Executive Square
Suite 200 #1006
San Diego, CA 92037

(866) 306-1876

Signature Analytics is now Citrin Cooperman:

We provide flexible, scalable Outsourced Accounting and CFO Advisory Services for businesses and nonprofits nation-wide.

We are the smart choice for organizations who value elevated reporting and accounting expertise that supports growth and positively impacts business decisions.