Sales

Services	Accounting Information Systems Design	Virtual Controller & CFO Advisory Services	Controller Full Service	Full Charge Bookkeeping	Regular Bookkeeping
Structural Design/Setup
Design, Test, Formalize and Document all Sales workflows	Y		Y
Review/Verify, Adjust/Create & document SOPs for all Sales activities	Y		Y	Y
Analyze, Test & Recommend internal controls/checks & balances	Y		Y	Y
Review & recommend/create an Sales Checklist - W/M/Q/Y to optimize Revenue Management		Y	Y	Y
Review 18 - 36 months of prior Sales Trends, establish max/min/outliers		Y	Y		Y
Sales Automation - Sales data being imported and/or digitized for efficiency & accuracy?	Y		Y	Y	Y
Are there any 3rd party services 'connected' to the Sales module?	Y		Y	Y
Is there a document retention process and is it being followed?	Y		Y	Y
Review/assist with Daily/Weekly Sales Journals - automate import process			Y		Y
Review/assist with Sales Receivables & Reimbursements - automate import process			Y	Y	Y
Review/assist with Payment Gateways/Merchant Processors to boost sales receivable collections			Y
Design & implement metrics to measure trends & catch inefficiencies.		Y	Y
Train, coach, counsel, mentor, manage Accounting Lead	Y	Y	Y	Y
Procedural Design/Setup
Review/enter/reconcile Daily Sales/Receivables					Y
Review/enter/reconcile reimbursements, cash receipts & bank deposits					Y
Review shortages, discrepancies, voids, overrings, cash handling procedures		Y	Y	Y	Y
Verify Sales related Taxes on the POS are accurate			Y	Y	Y