Triage
During Triage, we will learn more about your company and walk through all of your accounting processes to ensure we understand your company and its unique needs. We will also get details on any critical or high-risk areas within the company that needs to be addressed more urgently than others. This could include anything from past due tax returns to financial records that are in need of cleanup.
- Review of Chart of Accounts
- Reconciliation and Clean-Up
- Tax Filing Review for Efficiency
- General Ledger Clean-Up
During Triage, we will learn more about your company and walk through all of your accounting processes to ensure we understand your company and its unique needs.
We will also get details on any critical or high risk areas within the company that need to be addressed more urgently than others. This could include anything from past due tax returns to financial records that are in need of cleanup.
Hit the ground running
Our goals for your organization are clear: we want to improve your financial reporting, gain efficiencies in operations and increase profitability.
Scalability evaluation
Whether you are getting ready to take the entrepreneurial leap or open your third brick and mortar location, Vast helps you assess risk and plan for growth.
Triage Features
Pricing
Our retainer for this Triage phase is outlined on your Menu of Services. As we get started we will send you a Welcome Kit that outlines everything we will need from you during Triage and what to expect as we begin to work together. We want to be a valuable addition to your team for years to come. The Triage process is a wonderful opportunity for us to build a great financial infrastructure and solid working relationship!
Because we are just getting to know you, the amount we quote is a retainer and our best estimate of the cost of Triage for your company. It is possible that more or less time will be needed to complete the full Triage process. We will inform you if we are close to using the entire retainer and seek permission before completing additional billable work. Any excess retainer remaining at the completion of Triage will be credited to your account.
Dependent on state of current financial records.
A tailored quote will be provided to you.
