Assessment is the first step to receiving quality accounting solutions from ClaytonCarter. In this phase, our team learns everything we can about your business. We document your daily operations and current back office to create an efficient, successful accounting plan.
How Does an Assessment Work?
Our team will learn everything we can about your business. Through interviews and observation, we gain a thorough understanding of your back office, from how you make and spend money to how you maintain your daily operations.
Based on our findings in the discovery phase, we apply our expertise to create a plan of services and technology tailored to your business. Whether yours is a small business or a midsize company, we can design solutions that fit you best.
We put your plan into action, setting up new accounting procedures, installing new technologies, and training your staff.
Benefits of Assessment from ClaytonCarter
Our accounting experts will assess all aspects of your back office so that we can confidently create a service plan specific to you.
Whether you are a sole proprietor or manage a midsize business, ClaytonCarter has the experience and expertise to create the right suite of services for you.