Area of Focus: Financial Process Optimization

Moving Your Finances Forward

As technology becomes ingrained in an organization, financials can either become a necessary evil or an actionable asset. Our financial process optimization practice has one goal: take your organization’s financials from an afterthought to a core business driver.

Administration, Analytics, and Advisement

Need someone to police expense reports? How about performing bookkeeping and month-end close activity? Sales tax returns or report generation on the fly? With considerable accounting resources, KDG’s financial process optimization team can provide the end-to-end service that keeps your books in balance and your reports actionable. Meanwhile, you’ll receive expert-level advisement on topics like inventory, revenue recognition, depreciation, restricted revenue, and a multitude of other areas that can make or break your organization.

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“KDG got into accounting services because it is a tool that is going to help business owners grow.”

-Stephen Solt, AVP of Accounting Services

About KDG

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What We Offer

Accounting Migrations

Thinking of switching accounting platforms? KDG can provide guidance on the correct software to use for your business as well as perform the necessary preparation and migration work to and from Zoho Books, Quickbooks, Peachtree, Sage, Xero, and more.

Migration is simple. Our team will map out your fields, collect your data and transactions, and build a custom connection between your old and new accounting platforms. We’ll work with you to clean up your data and compile a list of existing and new features that will be most beneficial to your business. Your business is unique, and so are your financial processes. We’ll make sure you have a tool that accommodates your needs.

Financial Analytics

Developing actionable transparency is at the heart of what our financial operations practice seeks to achieve. From monthly reconciliations and day-to-day data entry to bill pay and monthly invoicing, you’ll have the ability to run custom reports on all of your transactions. There will be no shortage of the data you have at your fingertips.

To make sure nothing falls through the cracks, and to ensure you have actionable insights on your business, you need strong reporting. Instead of creating ad-hoc reports that need to be manually generated over and over, our team leverages BI tools like Zoho Analytics for maximum visibility into your business.

Managed Accounting & Bookkeeping

With the right technology, administering financials and preparing high-quality books is a breeze. KDG plays the role of an ongoing partner to assist small to mid-sized organizations with administrative bookkeeping tasks, month-end closeouts, expense report management, accounts receivable/payable, and a variety of other administrative and compliance tasks. High-quality reports begin with high-quality books.

Our bookkeeping and managed accounting services include (but aren’t limited to) data entry, monthly reporting, bank reconciliations, expense management, monthly invoicing, bill pay, payroll automation, and sales tax filing. Just like your own CFO, KDG will be with you every step of the way.

Client Testimonials

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Karen Shoemaker, Executive Director, The Arc

“Why do we love working with KDG? It could be their unique ability to put things into the context of our organization, or that they bring just as much business and operational expertise to the table as they do technology.”

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Mike Jones, President & CEO, autopom!

“Everything that KDG does translates into success….Our payroll process has also improved significantly with the app that they built for our Zoho CRM.”

% customer satisfaction across

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