Your Financials are the heart of the company - keep it beating!

Transcend your current Financial capabilities by using CodaBears' Financial professionals! We have two offerings to augment your team to help during a transition or to help verify your financial processes.

Monthly Core Financial Services

Base Service

Financial experts perform month end closes. Each team specialist has over 40 years of experience. We review and develop your financial processes and procedures. Perform the monthly financial closing process accurately and timely.

  • Review your Existing Month End Processes
  • Capture and Post the COS/WIP
  • Run Reports and Reconcile Ledgers:
    • Accounts Receivable
    • Accounts Payable
    • Received Not Invoiced
    • Work in Process
    • Stock Status
    • Address issues such as zero cost items in inventory
  • Complete Month End Process
  • Produce Financial Statements
  • Variance Analysis

Add-on Services

  • Quarterly Forecasts
  • Annual Budgeting
  • Upgrade Coaching
  • Implement ’Periodic Posting Process‘ Enhancements
  • Statistical Accounting

Financial Health Check

Our team investigates your system to identify areas that need to be improved such as:

  • Product Costing and Inventory Valuation
    • Increased Visibility of why MFG-VAR happens
    • Absorption Variance
  • Multi-Site, Multi-Company, Multi-Currency
    • Inter-Company Sales & Costing
    • Setup & Configuration
    • Consolidated Financial Statements
  • Adjust Posting Rules
    • Specific to your Business
    • Comprehensive Transactions Descriptions
  • Budgeting & Forecasting within ERP
  • Project Base Organization
    • POC (Percentage of Completion) & Revenue Recognition
    • Tracking Margins by Project
      • Product Revenue
      • Aftermarket Parts
      • Warranty
      • Installation
      • Service
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