Business Management Services (BMS) is an advisory firm that provides professional services and customized technology solutions to small and medium-sized businesses. BMS offers accounting, bookkeeping, tax preparation, and business consulting services. Their services are tailored to each client's needs and designed to help clients gain expertise, streamline operations, and make better business decisions to achieve success and financial independence. BMS recommends clients join their team to benefit from their experience and technologies for ongoing support and control over their business goals and financial future.
Capital Financial Solutions provides accounts receivable factoring services to small and large businesses nationwide. They offer funding up to $250,000 with no financials required and no monthly minimums. Factoring allows a business to receive cash advances on their receivables as their sales increase, providing more working capital. Capital Financial has a simple application process, offers higher advance rates than other lenders, and does not require factoring all accounts or incurring long-term debt.
This document discusses an online real estate management system called Propsat. It aims to help agents increase sales and income through consistent follow up. The system allows agents to manage all leads, track business activities, and receive automated reminders and reports. Maintaining regular contact with clients and prospects through the system can boost agents' profits by ensuring no opportunities are missed. For a low monthly fee, the paperless system is intended to help agents work smarter, stay organized, and close more deals through follow up automation.
Original air date: Dec. 4, 2017
Rebroadcast and recording info at http://www.mhmcpa.com
As the effective date for changes to revenue recognition quickly approaches, are you aware of what new information will be required to be included in financial statement disclosures?
In this webinar, we will discuss pre-adoption disclosure and the disclosure requirements contained in ASC Topic 606 Revenue from Contracts with Customers. Join us as we walk through examples from public companies that have early adopted to illustrate key parts of these requirements.
The document discusses merchant services provided by Litle & Co. Litle provides superior customer service through a low representative-to-customer ratio and proactive monitoring systems. Their merchant services group helps clients manage chargebacks, improve authorization rates, minimize interchange costs, and optimize operational performance through data analysis and recommendations rather than just reactive support. Litle's goal is to help merchants focus on growing their business by proactively addressing payment processing issues.
Reduce Unfair Swipe Fees; a Hotel white paper on interchange cost reduction j...jdhgroup
This document discusses how managing credit card processing costs for multiple hotel brands and property management systems is complex and difficult without expert resources. It introduces KV Management, which provides consulting services as an extension of a company's finance staff. They analyze credit card statements to identify 8-20% in cost savings through optimizing interchange fees, payments, and contracts. Their services require no upfront fees or changes to existing providers, and only charge contingency fees based on realized savings.
Everyone wants to know the secrets of using SageCRM more effectively and efficiently. Join this session to learn about how CRM can impact your Finance activities, enable you to have greater visibility within your Sales Force, revolutionize your approach to Customer Care, and lastly enable you to leverage CRM's more powerful feature – Workflow. We will take an in-depth look at version 7 and review the product features and integration to your ERP essentials.
Capital Financial Solutions provides accounts receivable factoring services to small and large businesses nationwide. They offer funding up to $250,000 with no financials required and no monthly minimums. Factoring allows a business to receive cash advances on their receivables as their sales increase, providing more working capital. Capital Financial has a simple application process, offers higher advance rates than other lenders, and does not require factoring all accounts or incurring long-term debt.
This document discusses an online real estate management system called Propsat. It aims to help agents increase sales and income through consistent follow up. The system allows agents to manage all leads, track business activities, and receive automated reminders and reports. Maintaining regular contact with clients and prospects through the system can boost agents' profits by ensuring no opportunities are missed. For a low monthly fee, the paperless system is intended to help agents work smarter, stay organized, and close more deals through follow up automation.
Original air date: Dec. 4, 2017
Rebroadcast and recording info at http://www.mhmcpa.com
As the effective date for changes to revenue recognition quickly approaches, are you aware of what new information will be required to be included in financial statement disclosures?
In this webinar, we will discuss pre-adoption disclosure and the disclosure requirements contained in ASC Topic 606 Revenue from Contracts with Customers. Join us as we walk through examples from public companies that have early adopted to illustrate key parts of these requirements.
The document discusses merchant services provided by Litle & Co. Litle provides superior customer service through a low representative-to-customer ratio and proactive monitoring systems. Their merchant services group helps clients manage chargebacks, improve authorization rates, minimize interchange costs, and optimize operational performance through data analysis and recommendations rather than just reactive support. Litle's goal is to help merchants focus on growing their business by proactively addressing payment processing issues.
Reduce Unfair Swipe Fees; a Hotel white paper on interchange cost reduction j...jdhgroup
This document discusses how managing credit card processing costs for multiple hotel brands and property management systems is complex and difficult without expert resources. It introduces KV Management, which provides consulting services as an extension of a company's finance staff. They analyze credit card statements to identify 8-20% in cost savings through optimizing interchange fees, payments, and contracts. Their services require no upfront fees or changes to existing providers, and only charge contingency fees based on realized savings.
Everyone wants to know the secrets of using SageCRM more effectively and efficiently. Join this session to learn about how CRM can impact your Finance activities, enable you to have greater visibility within your Sales Force, revolutionize your approach to Customer Care, and lastly enable you to leverage CRM's more powerful feature – Workflow. We will take an in-depth look at version 7 and review the product features and integration to your ERP essentials.
CapitalSuccess provides technology and solutions targeted at community banks, including mobile payment solutions, accounts receivable management, secondary market financing, and executive search services. The mobile payment solution allows customers to make payments anywhere using their mobile devices and generates additional fee income. The accounts receivable management services use automated processes to collect on overdue accounts cost-effectively. Secondary market financing provides asset-based lending to business owners to replace underperforming loans. Executive search services focus on finding executive management for community banks, with a track record of over 150 completed assignments.
The document summarizes a meetup group for QuickBooks consultants presented by Peter Audenas. The meetup group aims to help QuickBooks consultants and partners become more successful. Meetings provide introductions to QuickBooks Point of Sale hardware and software functionality demonstrations. Participants include current and prospective QuickBooks solution providers and consultants. Remote Controller offers marketing, sales, and other support services to help meetup participants increase revenue.
Guide to Invoice Factoring (a.k.a. Accounts Receivable Financing)Elizabeth Kraus
Top invoice factoring company DB Squared describes the invoice factoring process (how invoice factoring works) and explains how it can help a business grow and become more profitable. For more information visit dbsquaredinc.com.
This document provides an agenda for a sales training seminar focused on improving sales conversion rates using customer survey data. The agenda covers exclusive survey findings on top reasons customers don't buy, how to manage lead providers and queues more effectively, and best practices for improving results such as giving prices over the phone, fitting into the customer's process, and selling additional products. Attendees will learn how customizing their approach based on lead source details can increase sales by addressing customer needs.
The document summarizes Pivotal Sales Suite, a CRM solution that enables enterprises to increase sales effectiveness and revenues. It includes Pivotal Sales, the core desktop application, as well as integrated options like Pivotal Sales - Miller Heiman Edition for managing the sales process step-by-step. The suite aims to improve key stages of the sales process from lead capture and delivery to closing deals. It promises to provide measurable results like increased revenues, reduced sales cycle, and more accurate forecasting through analytics and insights into customer needs and business performance.
The document discusses client onboarding and managing the client lifecycle. It outlines three stages of onboarding: 1) account opening, 2) extending onboarding through the first year, and 3) ongoing onboarding management. It emphasizes optimizing the client experience through clear strategies, targeted communications, and addressing issues promptly. The document then introduces Doxim's OpenAdvantage client management platform, which allows for configurable workflows, integrated e-signatures, and automating processes like account transfers to improve efficiency and compliance.
Original air date: Aug. 31, 2017
Rebroadcast and recording info at http://www.mhmcpa.com
The course includes an overview of the new revenue recognition standard, a discussion of transition requirements, disclosures, and relevant internal controls, and highlights implementation issues that are impacting the services industry.
This document summarizes the services provided by North American Bancard, a payment processing company. They offer competitive credit card and electronic check processing rates and aim to save businesses money on their current processing fees. Their services include point-of-sale, online, and mobile credit card processing as well as check guarantee programs. They also offer cash advances to businesses based on expected credit card sales.
WindowPayn Consulting provides billing and payment process consulting to help clients reduce costs and strengthen customer relationships. They assess a client's current processes, identify opportunities for implementing electronic billing and payment to reduce processing fees and accelerate cash flow. WindowPayn demonstrates ePayment solutions and provides cost analyses showing clients can save 75% on mailing costs by emailing bills and 89% in payment processing fees by shifting from credit cards to ACH. The conclusion is that electronic billing and payment presents significant savings opportunities for clients.
Liquid Capital provides financing solutions like factoring and purchase order financing to help businesses improve their cash flow. They have a network of over 80 offices in the US and Canada that have collectively handled $500 million in financing. The document introduces Scott Kaufman, owner of the local Liquid Capital franchise, and provides an overview of the factoring and purchase order financing services Liquid Capital offers.
Lifecycle provides intelligent funding solutions for AV, IT and Collaboration projects. This presentation looks at how we support Systems Integrators to offer their solutions to customers as a predictable monthly operating expense, rather than as an up-front capital cost.
Why Partner With American Finance Solutions & Small Business Financing / Loan...Scott Griest
Overview of why regional banks & small- to large-finance companies choose to partner with American Finance Solutions as their trusted source for referring their small business clientele
This document discusses an accounting software add-on club that aims to help time-poor accountants by providing easy to implement and use tools that seamlessly integrate client data and help solve problems for both clients and accountants. The add-on promises quick and easy implementation through checklists and support, as well as easy ways to analyze, push, and access client data to help accountants and solve issues for different industries.
These days, you need every recession-proofing idea to thrive in this economy.Learn how companies using CRM effectively can outperform those that don’t by 44%.
This document provides an overview of SIMS training for agents and staff of District 70 in Oakland, CA. It introduces SIMS (Sales Insight Management Solutions) and covers topics like the benefits of SIMS, lead sources, prospect and lead lists, SMPs (Systematic Marketing Plans), and the roles of the Lists Manager and Marketing Manager.
The document promotes ShopTrak, a scheduling and customer relationship management software for automotive repair shops. It summarizes ShopTrak's key features for efficiently scheduling shop resources like technicians, bays, loaner vehicles, and customer appointments. It claims ShopTrak can help shops maximize revenues, optimize loaner vehicle use, improve customer service, and increase customer retention. ShopTrak integrates all scheduling and customer data in one system to replace non-integrated tools currently used by many shops.
The document discusses business process outsourcing (BPO) and call centers. It defines BPO as examining a business's processes and outsourcing some functions, like front office customer service, back office accounting, and data entry. A call center handles high-volume inbound and outbound phone calls for services like customer support, sales, and marketing. Inbound calls are customer-initiated for help, while outbound calls are representative-initiated for selling. Call centers provide a cost-effective way to centralize marketing activities and improve customer service.
NCP - Quality Deal Flow Program CRM 2015Eric Togneri
Neri Capital Partners offers a Quality Deal Flow (QDF) program through an automated CRM system to source acquisition opportunities for private equity firms. The QDF program uses a 3-step process: 1) the client defines search criteria, 2) Neri selects databases to identify potential targets, and 3) Neri develops a marketing plan and sources deals through direct mail, email, and web campaigns. Interested companies provide financial and operational information that Neri compiles into executive summaries for clients to evaluate potential deals. If a client pursues a deal, Neri coordinates due diligence, manages communications between the buyer and seller, and helps ensure deals close successfully. The QDF program aims to generate a steady stream of vet
1) The document discusses eco lifestyle marketing and strategies for promoting environmentally friendly products and services.
2) It provides examples of companies that have successfully implemented eco marketing approaches like donating a portion of profits to environmental causes.
3) The key aspects of eco marketing discussed are developing authentic eco-friendly products and packaging, reducing carbon footprints, and respecting life and organic principles from production to consumption.
CapitalSuccess provides technology and solutions targeted at community banks, including mobile payment solutions, accounts receivable management, secondary market financing, and executive search services. The mobile payment solution allows customers to make payments anywhere using their mobile devices and generates additional fee income. The accounts receivable management services use automated processes to collect on overdue accounts cost-effectively. Secondary market financing provides asset-based lending to business owners to replace underperforming loans. Executive search services focus on finding executive management for community banks, with a track record of over 150 completed assignments.
The document summarizes a meetup group for QuickBooks consultants presented by Peter Audenas. The meetup group aims to help QuickBooks consultants and partners become more successful. Meetings provide introductions to QuickBooks Point of Sale hardware and software functionality demonstrations. Participants include current and prospective QuickBooks solution providers and consultants. Remote Controller offers marketing, sales, and other support services to help meetup participants increase revenue.
Guide to Invoice Factoring (a.k.a. Accounts Receivable Financing)Elizabeth Kraus
Top invoice factoring company DB Squared describes the invoice factoring process (how invoice factoring works) and explains how it can help a business grow and become more profitable. For more information visit dbsquaredinc.com.
This document provides an agenda for a sales training seminar focused on improving sales conversion rates using customer survey data. The agenda covers exclusive survey findings on top reasons customers don't buy, how to manage lead providers and queues more effectively, and best practices for improving results such as giving prices over the phone, fitting into the customer's process, and selling additional products. Attendees will learn how customizing their approach based on lead source details can increase sales by addressing customer needs.
The document summarizes Pivotal Sales Suite, a CRM solution that enables enterprises to increase sales effectiveness and revenues. It includes Pivotal Sales, the core desktop application, as well as integrated options like Pivotal Sales - Miller Heiman Edition for managing the sales process step-by-step. The suite aims to improve key stages of the sales process from lead capture and delivery to closing deals. It promises to provide measurable results like increased revenues, reduced sales cycle, and more accurate forecasting through analytics and insights into customer needs and business performance.
The document discusses client onboarding and managing the client lifecycle. It outlines three stages of onboarding: 1) account opening, 2) extending onboarding through the first year, and 3) ongoing onboarding management. It emphasizes optimizing the client experience through clear strategies, targeted communications, and addressing issues promptly. The document then introduces Doxim's OpenAdvantage client management platform, which allows for configurable workflows, integrated e-signatures, and automating processes like account transfers to improve efficiency and compliance.
Original air date: Aug. 31, 2017
Rebroadcast and recording info at http://www.mhmcpa.com
The course includes an overview of the new revenue recognition standard, a discussion of transition requirements, disclosures, and relevant internal controls, and highlights implementation issues that are impacting the services industry.
This document summarizes the services provided by North American Bancard, a payment processing company. They offer competitive credit card and electronic check processing rates and aim to save businesses money on their current processing fees. Their services include point-of-sale, online, and mobile credit card processing as well as check guarantee programs. They also offer cash advances to businesses based on expected credit card sales.
WindowPayn Consulting provides billing and payment process consulting to help clients reduce costs and strengthen customer relationships. They assess a client's current processes, identify opportunities for implementing electronic billing and payment to reduce processing fees and accelerate cash flow. WindowPayn demonstrates ePayment solutions and provides cost analyses showing clients can save 75% on mailing costs by emailing bills and 89% in payment processing fees by shifting from credit cards to ACH. The conclusion is that electronic billing and payment presents significant savings opportunities for clients.
Liquid Capital provides financing solutions like factoring and purchase order financing to help businesses improve their cash flow. They have a network of over 80 offices in the US and Canada that have collectively handled $500 million in financing. The document introduces Scott Kaufman, owner of the local Liquid Capital franchise, and provides an overview of the factoring and purchase order financing services Liquid Capital offers.
Lifecycle provides intelligent funding solutions for AV, IT and Collaboration projects. This presentation looks at how we support Systems Integrators to offer their solutions to customers as a predictable monthly operating expense, rather than as an up-front capital cost.
Why Partner With American Finance Solutions & Small Business Financing / Loan...Scott Griest
Overview of why regional banks & small- to large-finance companies choose to partner with American Finance Solutions as their trusted source for referring their small business clientele
This document discusses an accounting software add-on club that aims to help time-poor accountants by providing easy to implement and use tools that seamlessly integrate client data and help solve problems for both clients and accountants. The add-on promises quick and easy implementation through checklists and support, as well as easy ways to analyze, push, and access client data to help accountants and solve issues for different industries.
These days, you need every recession-proofing idea to thrive in this economy.Learn how companies using CRM effectively can outperform those that don’t by 44%.
This document provides an overview of SIMS training for agents and staff of District 70 in Oakland, CA. It introduces SIMS (Sales Insight Management Solutions) and covers topics like the benefits of SIMS, lead sources, prospect and lead lists, SMPs (Systematic Marketing Plans), and the roles of the Lists Manager and Marketing Manager.
The document promotes ShopTrak, a scheduling and customer relationship management software for automotive repair shops. It summarizes ShopTrak's key features for efficiently scheduling shop resources like technicians, bays, loaner vehicles, and customer appointments. It claims ShopTrak can help shops maximize revenues, optimize loaner vehicle use, improve customer service, and increase customer retention. ShopTrak integrates all scheduling and customer data in one system to replace non-integrated tools currently used by many shops.
The document discusses business process outsourcing (BPO) and call centers. It defines BPO as examining a business's processes and outsourcing some functions, like front office customer service, back office accounting, and data entry. A call center handles high-volume inbound and outbound phone calls for services like customer support, sales, and marketing. Inbound calls are customer-initiated for help, while outbound calls are representative-initiated for selling. Call centers provide a cost-effective way to centralize marketing activities and improve customer service.
NCP - Quality Deal Flow Program CRM 2015Eric Togneri
Neri Capital Partners offers a Quality Deal Flow (QDF) program through an automated CRM system to source acquisition opportunities for private equity firms. The QDF program uses a 3-step process: 1) the client defines search criteria, 2) Neri selects databases to identify potential targets, and 3) Neri develops a marketing plan and sources deals through direct mail, email, and web campaigns. Interested companies provide financial and operational information that Neri compiles into executive summaries for clients to evaluate potential deals. If a client pursues a deal, Neri coordinates due diligence, manages communications between the buyer and seller, and helps ensure deals close successfully. The QDF program aims to generate a steady stream of vet
1) The document discusses eco lifestyle marketing and strategies for promoting environmentally friendly products and services.
2) It provides examples of companies that have successfully implemented eco marketing approaches like donating a portion of profits to environmental causes.
3) The key aspects of eco marketing discussed are developing authentic eco-friendly products and packaging, reducing carbon footprints, and respecting life and organic principles from production to consumption.
0179C-15 CORP Commerical Real Estate - Construction Editable Brochure-EmailDoug Tyce, CPA, CA
The document summarizes the commercial real estate and construction industry services provided by MNP, a Canadian accounting and business consulting firm. MNP offers a wide range of services to help commercial real estate and construction businesses with assurance and accounting, compliance, corporate finance, enterprise risk management, consulting, government relations, succession planning, taxation, and valuation and litigation support. MNP aims to provide strategic solutions and insights to help clients effectively grow, structure, and protect their businesses.
Crestmark provides various types of financing and working capital solutions tailored to businesses' unique needs, including accounts receivable financing, asset-based lending, and traditional factoring. They understand business challenges and offer flexible, customized programs to provide stability and growth. Crestmark finances businesses that sell products or services to other businesses and has representatives nationwide to serve a variety of industries. The document provides details on their different financing options and application process.
Bookkeeping 360 is an Indian finance and accounting outsourcing startup based in Mumbai. It provides traditional accounting services like accounts receivable, accounts payable, payroll, and financial reporting, as well as newer services like business process improvement and performance measurement. The company utilizes a combination of accounting expertise and technology to deliver comprehensive solutions. It focuses on quality over quantity and aims to provide superior customer service by solving clients' long-term business problems. The leadership team has extensive experience in finance, auditing, and private equity.
The document provides information on Commonwealth Bank's employee payroll services, which can simplify payroll processing, improve accuracy, reduce risks and liabilities, and save time. The services include electronic time clocks, tax filing assistance, professionally prepared paychecks and W2s, and additional services like unemployment claims assistance.
This document provides information about Erudite Financial Services Pvt. Ltd., an outsourcing company that offers accounting, taxation, and financial services. It outlines their mission to provide high quality, cost-effective services and their vision to develop global client relationships. The document also lists their accounting and payroll services, benefits of outsourcing to their company, security processes, positive customer comments, and contact details.
This document summarizes the bookkeeping and accounting services provided by Apis Business Solutions. They provide a team consisting of a Small Business Financial Officer and a BizKeeper to each client to handle bookkeeping, accounting, and financial reporting. This ensures high-quality, accurate services tailored specifically to the needs of small-to-medium sized businesses. Their goal is to make a business's financial system its most powerful management tool by providing expertise in areas like budgeting, forecasting, and tax planning to help clients make good business decisions and increase profits.
This document describes accounting and business advisory outsourcing services offered by HLB Hamt. They provide a range of accounting services including bookkeeping, financial reporting, accounts payable processing, and property/inventory management. Outsourcing these services allows businesses to focus on growth while benefiting from HLB Hamt's expertise, reduced costs, and streamlined operations. HLB Hamt tailors its services to each client's needs and aims to add value through skilled analysis, timely reporting, and ensuring clients' satisfaction.
PBSI aims to help businesses grow by taking care of non-core business support services so clients can focus on key areas of growth. It has experts across various functions like PR, HR, finance, legal and supply chain management that can help with tasks like market surveys, business establishment, resource availability, invoicing, taxation and more. PBSI also offers business planning and strategy services, vendor management, invoice processing, background verification, market surveys, outsourcing, accounting and taxation services, and IT support. Its vision is to provide end-to-end business solutions and a best market environment to help clients grow their business.
ACM & Associates is a chartered accountant firm in Ahmedabad, India that provides finance and accounting outsourcing services. It has expertise in accounts, finance, taxation, and information technology. ACM's services include general accounting, payroll processing, management reporting, budgeting, and tax compliance. ACM takes ownership of the outsourced processes and delivers services within agreed timelines. Outsourcing to ACM provides benefits such as reduced costs, expert assistance, and saved processing time allowing clients to focus on their core business. ACM is led by a team of chartered accountants and management specialists.
The document introduces Carbon, a business services group that provides accounting, bookkeeping, business systems, insurance broking, finance, and tax planning services. Carbon aims to help businesses take control of their operations by offering a suite of integrated expertise and solutions. Key services highlighted include monthly financial statements, business activity statements, payroll, accounts receivable/payable, tax returns, business structuring advice, cloud-based business systems, insurance policies, commercial financing, and acting as a virtual CFO. The overall message is that Carbon takes a holistic approach to supporting businesses and minimizing stress through a full-service network of experts.
Access National Bank provides banking services for small and medium-sized businesses. They have experienced bankers who can help businesses with commercial loans, SBA loans, treasury management, and other services. Access National Bank has over $800 million in assets and has been profitable for 46 consecutive quarters. They aim to help businesses grow through banking services and educational opportunities.
This document discusses Experience Optimization, a service that analyzes customer processes and aligns them with organizational objectives. It focuses on four key areas: customer, cost, compliance, and control. Experts use techniques like Six Sigma and Lean to develop Process Life-Cycle Management systems. These systems manage entire process lifecycles with tools to increase control and optimize costs. The goal is to enhance customer satisfaction while identifying cost savings opportunities and operational efficiencies.
MyBusinessPlans.com is a business plan development company founded in 2004 by Caroline and Mike Kenny, who have over 20 years of experience advising small businesses. They use a six-step approach to create custom, comprehensive business plans in as little as five days. Their plans meet SBA, bank, and investor requirements and provide an operating tool for clients. As experienced consultants who do all work in-house, MyBusinessPlans.com focuses on client satisfaction and referral business.
The document provides information about OutsourceAce, a business process outsourcing company that offers accounting and financial services. It discusses the challenges that accounting firms face with expansion, financing, hiring, and costs. OutsourceAce's solutions include outsourcing accounting functions, using qualified professionals in Bangalore at lower costs, and ensuring data connectivity and processes are streamlined. The company aims to help clients focus on growth without operational headaches by taking care of accounting, bookkeeping, and financial services.
Incorporated in 2009, Mega InfoTech Private Limited is a group company of Megasoft Solutions India, a global leader in Payroll, HRMS and Compliance solutions.
Our office network and subsidiaries span over many countries in Europe, America, Asia & Australia. In Budapest, Hungary, we are represented by EastEuroCo, ably headed by Sándor Söpkéz.
Mega InfoTech Private Limited has been reinvented with the sole purpose of providing best in class CFO services to our clients, especially SMEs and Start-ups.
Backed by industry veterans and domain experts, we provide affordable qualitative services. We continuously work on business value additions which are driven by technology innovations.
3. Empower Informed Decisions: Data-Driven NBFC Software for Smarter Lendingfinstasoftware123
Non-Banking Financial Companies (NBFCs) are the backbone of the Indian financial services. They are great enablers of financial inclusion as they support the growth aspirations of industries and people even in the remote corners of the country. FiNSTA, a flagship product of Kapil IT, is a cutting-edge NBFC software that helps NBFCs to minimize their operational risks and achieve optimal efficiency.
3. Empower Informed Decisions: Data-Driven NBFC Software for Smarter Lendingfinstasoftware123
Non-Banking Financial Companies (NBFCs) are the backbone of the Indian financial services. They are great enablers of financial inclusion as they support the growth aspirations of industries and people even in the remote corners of the country. FiNSTA, a flagship product of Kapil IT, is a cutting-edge NBFC software that helps NBFCs to minimize their operational risks and achieve optimal efficiency.
It is great to have a dream for our business - but without a plan it will remain just that!In this short webinar Kevin will take you through a simple one-page strategic planning framework that will help turn your dream into a Vision and help make it become a reality.
5 Dangers of Not Using Wealth Management CRM Advisors Websites
Accounting in the clouds with BMS
1. BMS
Business Management Services, LLC
Your most valuable business resource….on the
road to success with BMS !
2. Business Management Services
WHO WE ARE…..
BMS is an advisory firm that provides
Professional services to small to medium
Size business throughout the United States
BMS is a leader in providing the most recent
Technology to our clients. Our services are
Offered using cloud technology that automates
and streamlines the financial processes throughout
Our clients organization.
BMS is broad in scope of the services we provide
For our clients. Each clients services are tailored
To their particular needs.
3. BUSINESS MANAGEMENT SERVICES, LLC
OUR MISSION IS…..
To provide you the resources to gain knowledge,
information and expertise to map the road for
success with your business, keeping you in the
drivers seat.
We create a winning TEAM with our clients !
www.bms1.net
4. LET US SHOW YOU THE WAY…
JOIN OUR TEAM…
• FOCUS ON YOUR BUSINESS PLAN AND GOALS
• ACCESS TO ADVANCED TECHNOLOGY
• GAIN PROFESSIONAL EXPERTISE PARTNER
• STREAMLINE WORKFLOW
• REAL TIME ACCESS ANYWHERE ANYTIME AVAILABILITY
• PROACTIVE TAX PLANNING
• OPTIMIZE THE BUSINESS PROCESSES
• BE EMPOWERED WITH TOOLS FOR BETTER DECISION MAKING
• INCREASE BOTTOM LINE PERFORMANCE
• SAVE MONEY !!
Your resource of knowledge and information …
keeping you in control
5. BUSINESS MANAGEMENT SERVICES
TEAM OF EXPERTISE CLIENT
BMS TEAM MEMBER
ACCOUNTING
BOOKKEEPING ANYTIME ANYWHERE
REPORTING ACCESS TO YOUR
BUDGETING INFORMATION 24/7
BANK STATEMENTS
TAX RETURNS
GOVERNMENT
INDUSTRY REQS MANAGE DATA BASE INFO
EMAIL,FOLLOW-UP
TIMELY FILINGS
IRS,DOR,DOL CUSTOMERS
INDUSTRY REQ. VENDORS
FINANCIAL INSTITUTIONS
ONLINE INTERFACE BANK INFO TO ACCTG PROGRAM
6. REPORTING AND PLANNING
• Financial and Management Reporting
• Transactional Processing
• Record Keeping Services
• Business Planning
• Payroll Reporting and Analysis
• Tax Planning and Preparation
• Client Training and education
BMS provides information to help you make better business decisions and maintaining control
of your direction to your goals….
7. Financial and Management Reporting
• Budget Analysis and development
• Payroll Reporting
• P&L, Balance Sheet and Cash Flow
• Budget to Actual and Performance Ratios
• Prior Period Comparatives
Business Management Services uses and supports all versions of
Quickbooks accounting software. A full desk top version that is
most compatible for your needs will be used in managing all
bookkeeping and accounting reporting needs.
9. Financing Solutions
• Prepare Business Plans
• Develop Policies and Procedures
• Complete Loan Applications and All Documentation Necessary to assist
with the completion of form.
10. Business Planning
Whether you are just starting with your
business growing or making changes we
will provide the analysis and
professional knowledge to do it right
We are your business partner!
11. Tax Planning
• Federal Income Tax
We stay abreast of the • State Income Tax
constant tax laws • Payroll Tax
and the changes on
an ongoing basis to • Personal Property
assist our clients on • Estate Tax
every aspect of • Sales Tax
Taxes.
• Real Estate Tax
• Corporate Tax
• Foreign and Other
12. OUR COMMITMENT
Affordable Pricing
Customization
Personal Service
“We are committed to our client’s success”
13. 1. Plan Ahead
2. Be in Control
3. Leadership
4. Persistence
5. Positive Attitude
6. SAVE MONEY
Join our TEAM and stay on the path of success with BMS !
14. ON THE ROAD REWARDS
ALONG THE ROAD
PLANNING AHEAD
“IF YOU FAIL TO PLAN YOU ARE PLANNING TO FAIL”
BE IN CONTROL GROWING YOUR BUSINESS
IF YOU ARE NOT IN CONTROL….SOMEONE ELSE IS
LEADERSHIP
LEAD ON THE ROAD TO SUCCESS
SAVE MONEY
PERSISTENCE
NEVER QUIT….LEARN SOMETHING NEW
FINANCIAL INDEPENDENCE
POSITIVE ATTITUDE
YOU CAN MAKE IT HAPPEN….BELIEVE
BUSINESS MANAGEMENT SERVICES TEAM PAVES THE PATH OF
YOUR ROAD TO SUCCESS
15. TEAM SOLUTIONS
BMS CLIENT
TOGETHER
Business Management TEAM MEMBER
Services, LLC
Join our TEAM and let us map your path to success !
BUSINESS MANAGEMENT SERVICES, LLC
16. You are always in Control
• Basic Level I
– Anytime/Anywhere access to
You choose the level of service E-Dashboard
that is right for your – Client performs all data entry,
organization compilations, tax
preparations
We give you the support and – BMS sets-up client and hosts
only online
infrastructure for financial
success • After the Fact Level II
• Client performs all transaction
Our Real Time / On Time Entry, daily, weekly
Solutions give you more control • BMS performs monthly
and flexibility than you could compilations, Bank Reconciliations
ever imagine
• Transaction Processing Level
III
• BMS performs all data entry and
document management
• Client approves, prints cks, makes
deposits daily, weekly
BMS designs a solution for each client according to their needs
These levels are general settings established to meet options depending on
Current position of clients business..ie: new business, growing/changing business
18. Let us Design and Customize a
Solution for You continue on the
path of success
• Providing years of professional advise and service to the small
and medium sized business industry
• Tremendous insight in the small and medium size business
industries needs and solutions…
• We stand ready to be your most valuable business resource.
• Join our TEAM and together we will succeed.
Business Management Services, LLC
Headquartered in Atlanta Georgia
Reaching out across the nation with solutions for business owners !
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