Fractional CFO Services

Accounting and Finance Fractional Services’ are provided and delivered to the GreeneStep customers who are using the GreeneStep ERP Product.

These fractional remote services are given by the GreeneStep Accounting domain experts - based on the customer specific requirements or processes to supplement/augment their finance and accounting department.

Fractional services are offered on a part-time hourly charge (per hour $100), or dedicated for-hire monthly basis ($2400 per resource).

These value-added services enable customers to save on the costs associated with hiring a full-time employees while still gaining access to essential financial services that accelerates business growth. The GreeneStep team will help fulfill finance and accounting talent needs without straining your budget or disrupting business operations.

Accounting

Services provided to some of our current clients

  1. Segregation of expenses in Excel file with the respective accounting codes.
  2. Creating and Reconciling Credit Card Payable / Purchase Journals
  3. Reconcile monthly remittances receipts or return transaction entries
  4. Create Receipt and Payment Journals
  5. Bank reconciliation entries and adjustments
  6. Review accounting books every month with BPS’s Accountant / Controller
  7. Inventory and Stock related Adjustments or reconciling entries
  8. Generate and email weekly/monthly summary accounting and financial reports
  9. Tax reports review and report generation
  10. Month end or Year end adjustments, closure processing and books finalization

Additional custom reporting services using GreeneStep Management Dashboards and Business Analytics modules :

  • Sales Performance Analytics Reports
  • Customer Lifetime Value Analytics
  • Performance reports by project or business unit or customer groups
  • Sales and Services team member performance reports
  • Departments or Cost units performance evaluation reports
  • Consolidation Reports
  • Any other financials and accounting customized reports that are needed for statutory, audit, banking and other legal requirements formats

Get Started with Fractional Services