Get the ADI Accounting Team’s Cover Your Financial Butt Checklist!

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Are you overwhelmed wearing multiple hats in your own business?

  • Struggling to juggle team management, patient care and marketing?
  • All that juggling turning into resentment which is starting to feel more like an employee relationship in your own business than the CEO you dreamed of?
  • Feeling a loss of control or lack of trust, is the main reason business owner resist letting go.

Enhance your team by working with an outsourced team of bookkeepers.  A team of confident skilled accounting professionals will work to create solutions for your unique needs.  No training or on-boarding needed.  We’re experienced, we know what YOU need and come prepared with proven accounting processes.

Our team provides an efficient solution that allows you to have better time management.  With an all-inclusive service package, our team will fill that gap between you and your tax professional.  Allow us to just handle it.

Have you experienced fraud in the past?

  • Are you lacking enough team members to implement a division of duties and review process?
  • Have you noticed that your front office team is great at supporting you, your patients and business but lousy with the detail oriented number items?
  • Did you delegate all your finance tracking in the past only to learn that theft had occurred?

A great front office team member has strengths in relationship building while a great bookkeeper is drawn to numbers, tasks and data first.  In the short term one person can fill both roles.  Long term, something will be dropped, misplaced or even worst, the team member may feel entitled or overlooked and that is when fraud can creep in.

We bring the right team members, the right strengths and the fraud verifications to create a secure environment for your financial data.

Do you struggle with the fine balance of delegation and privacy of business finances?

  • Is it just easier or safer if you handle the finance tracking yourself?
  • Are you not comfortable letting your front office team see the whole financial picture?
  • Have you experienced a little too much “sharing” in regards to the practice finances by front office team members?

While your front office team is best at handling the client tracking and billing, the finance tracking for your firm can be outsourced.  Outsourcing to a team like ours provides you a privacy buffer allowing you to share what you choose with your team and on your own terms.

To learn more please visit our Services

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Get the ADI Accounting Team’s Cover Your Financial Butt Checklist!

Get Financial Help Today: