Moneypenny along with Siegel CPA, consult with Accounting and Bookkeeping firms looking to organize best practices internally with their teams and clients. Outsouring works best when you optimize your own internal process first. It also can mean you may not need to outsource. Our onsite interview and on site created playbook, provide you the steps, tools, and timelines for altering your company to become the one you want.
At MoneyPenny we assist firms in organizing their clients, team and applications to provide the data and the time and the opportunity to give clients flat fee and value-added billing.
MoneyPenny assists in finding workable current procedures and developing new ones. We have checklists that are adaptable to any given situation or client and follow the theory of they should be set up and accessible on demand and need.
The future world will be coders and crafts people. Putting information in after the fact is no longer profitable but knowing how to respond to the data with actionable information can be a game changer. Let us help you get there.
We use our expertise as a driver for continual improvement. Our certified processes underpin the work the business undertakes to ensure our services meet or exceed the needs and expectations of our customers.