Comprehensive Analysis of Systems - with Written Report

$997

This is a ready-to-go package option for people who can tell they have a problem in their inventory/accounting systems but aren’t ready to do a clean up project. You want an expert to give you a lay of the land so you can figure out where to go from here. I do a deep dive into all corners of your accounting and inventory data and provide you with a comprehensive report on what needs fixing. This includes:

• extensive report, with specifics lists and details, of all areas that need correction. For example:

  • all accounting errors, current or prior period, affecting the accuracy of your books

  • anything that needs further investigation/coordination with your CPA or other accounting partners (sometimes things look wrong but turn out to be correct, just unusual)

  • software settings and configurations that need to be changed to solve problems or improve work flow and system functioning

  • structural changes to how your data is organized that can eliminate and prevent problems

  • analysis of your BOMs (builds of materials) to make sure they aren’t missing components, costs, or have redundancies as well as whether or not they build correctly in your particular inventory software

  • a review of all your inventory items to see if we have duplicates, incorrect data inside their files, misuse of items, or if there is a better way to build your inventory

• initial quick call to iron out any details not clear in your intake paperwork

• an hour long zoom or telephone call once done to go over the report and answer any questions you have as well as talk about possible next steps and my recommendations for how you proceed (can you fix it yourself? does it require a clean up project? should you start fresh?).