Inconsistency and sound financial analysis don’t mix
Todd Rogers and his partners at Hometown Realty were growing increasingly frustrated with their inability to firmly grasp the company’s financial status because monthly reports generated by their administrative and accounting staff were often inconsistent. Rogers says, “We realized that our existing processes weren’t always being followed, and this hindered our ability to manage the business.”
Steiner Business Solutions brings order and consistency
Upon a recommendation from one of his trusted agents, Rogers contacted Steiner Business Solutions and was impressed by how Dan Steiner was able to quickly assess the business and determine what was needed to streamline functions.
Evaluating all processes, Dan honed in on accounts payable and credit card transaction processing. Rogers explains, “Our processes for approving payments and performing bank reconciliations needed work.” As a result, new procedures were established to ensure consistency in how the firm handles and monitors cash flow.