Business Solutions
Technology-driven solutions for your back office.

 

Process Automation

Time is money, and automation is key to saving time on manual, tedious tasks. Our solutions can automate tasks you might currently have being done manually by full-time employees.

Tell us where you or your employees spend most of their time, and it's likely we can generate a more efficient automated solution that is also less prone to mistakes. Less errors +less time +less expense = more money in your bank account.

​​Examples of automated solutions:​
  • Invoicing & billing
  • Expense classification
  • Bill recording
  • Two-way matching
  • Monthly report distribution
  • Payment collections & overdue notices
  • Bill pay
  • Document collection & storage
  • Subscription-based payments

System Conversions & Implementations

Looking to convert your current accounting system or implement a new solution? We are experts in a host of cloud-based products. With your input, we will recommend the most cost-effective workflow for your needs and perform the implementation for you. No headaches.

We will also give you and your staff the necessary training needed to maximize the value of your new system.

  • Xero
  • QuickBooks Online
  • Expense reimbursement systems
  • Payroll systems
  • Cloud-based time tracking
  • A/R and A/P systems
  • Budgeting & forecasting systems

Compliance Functions

We offer a wide variety of compliance services and support. Contact us with your specific request for more information.

  • Sales tax registration & implementation
  • Nexus studies
  • Tax notices
  • Special taxes (excise, franchise, bottle)
  • And more...

Software

Are you a DIY'er? As a trusted business partner with most cloud-based accounting software companies, we have access to pricing discounts not available to the public. It's in your best interest to shop around before you buy. Call us. 
​Contact us to learn more about the applications we partner with and discounts available.

© 2019 by TRW Financial LLC

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