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ASSESSMENT SERVICES

An initial no-cost interview will determine which of these assessment services is appropriate for your situation. Upon completion of our assessments, we will customize a plan to provide ongoing outsourced CDO services to suit your needs.

Back Office Operations Audit

Provide a written analysis of the people, processes, and technology that support the enterprise’s transaction processing, bookkeeping, accounting, and management information systems.

Back Office Best Practice Review and Consulting

Provide an unbiased summary of back-office best practices, ensuring the right people, tasks, tools, and rationale are in place.

Reports Inventory Audit
 

Prepare a list of all reports generated throughout the enterprise, including an analysis of the production, distribution, and storage processes.

Best Practices are constantly evolving. Cloud Computing and the Microsoft Azure/Power platform has changed the game for small businesses, making software connectivity issues a thing of the past. Implementing Best Practices throughout organizations using the latest technologies, is increasing efficiency and effectiveness, like never before.
 

With decades of experience working with small, closely held businesses, our team possesses the skill sets in technology, accounting and business that put us in a unique position to help you design, execute and maintain a plan for increased efficiency and insights.

Best Practice Recommendations

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SECURITY REVIEW

Assessment of Your Family Office’s Cybersecurity and Risk Exposure

Cybersecurity Functionality

  • Network Security

  • Data Encryption & Protection

  • Threat Detection & Monitoring

  • Secure Access Controls

  • Device & Endpoint Security

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Cyber Governance & Policy

  • Security Policies & Protocols

  • User Access & Permissions

  • Incident Response Planning

  • Regulatory Compliance

  • Vendor Risk Management

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Digital Asset Protection

  • Email & Communication Security

  • Cloud & Application Security

  • Backup & Disaster Recovery

  • Sensitive Data Classification

  • Authentication & Password Policies

Benefits of Assessment

  • Impartial 3rd Party perspective on current cybersecurity risks and vulnerabilities

  • Provides a Plan for reducing risk and improving data protection

  • Estimate of time, cost, and reputational savings if improvements are made

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INFORMATION TECHNOLOGY REVIEW

Site Survey of all Hardware & Software, on-site and in the cloud

Assessment

  • Assess current state of all IT services, the functionality, efficiency, and safety

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Recommendations

  • Explore potential use of additional tools, safe guards, practices and processes, to improve IT health

Benefits of Assessment

  • Minimized Risk and Downtime due to security problems, disaster recovery, and inadequate hardware and network infrastructure

  • Improving overall IT health and functionality

MICROSOFT REVIEW

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Assessment of Microsoft Office & Teams

Assessment

  • Assess current usage of Microsoft tools and how they are implemented

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Recommendations

  • Explore potential use of tools to drive efficiency within the organization including: Microsoft Office 365, Teams, and Power Apps

Benefits of Assessment

  • Identify the right Microsoft tools to improve your life and business

  • Help your organization effectively implement these tools by providing set up, training, and ongoing support

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Reports Inventory Review

Assessment of Every Generated Report: The Who, What, Where, When, Why, and How

Report Production

  • By Who, When, & How Each Report is Produced

  • Timeline & Execution of Each Report

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Report Distribution

  • To Who, When, & How Each Report is Received

  • Timeline & Execution of Each Report Distribution

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Report Consumption

  • Why Each Report is being produced & What Insights it provides

  • Where is Each Report Stored

Benefits of Assessment

  • Identify Wasted Time & Effort and determine whether reports are valuable

  • Identify Opportunity Costs of not having timely, accurate, and useful information

Operations Review

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Assessment of your Business' Functionality and Productivity

Back Office Functionality

  • Management Reporting

  • Financial Operations

  • Tax Compliance

  • Transaction Processing

  • Bookkeeping & Accounting

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Back of House Functionality

  • Customer Management

  • Vendor Management

  • Employee Management

  • Project Management

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Front of House Functionality

  • Sales

  • Marketing

  • Operations Excellence

Benefits of Assessment

  • Impartial 3rd Party perspective on the efficiency and effectiveness of your systems

  • Provides a Plan to achieve peak performance

  • Estimate of time and money savings if the recommended improvements are implemented

Back Office
Systems Assessment

We offer comprehensive management information system analysis that provides a high-level overview of your existing back-office design, including people, processes, and technology. We will perform the following assessments and provide your organization with a report card identifying areas for improvement, along with specific recommendations and the associated costs and benefits of implementation.

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