FINANCE AS A SERVICE
Quantum FBI is the strategic partner you need to ensure you have the business insights to make key decisions and grow your business.
How can finance as a service benefit your business?
Efficient finance operation
Increased capacity
Expertise
Choose services
Accounting
Services
CFO
Services
Accounting Services
Our finance operation is powered by talented people, efficient processes and cloud-based technologies.
Our offerings are designed to meet your needs and scale with you as your business grows.
Bookkeeper
Included Services
- Accounts payable
- Accounts receivable
- Bank account reconciliations
- G/L management
- Financial statements
- AR/AP reconciliations
- Management reporting
- Month-end close
- Budgeting and planning
- Monthly financial review meeting
- Cash flow management
- System management
- Month end review meeting
Accounts
Up to 3 accounts
Transactions
Up to 75 transactions
Accounting Manager
Included Services
- Accounts payable
- Accounts receivable
- Bank account reconciliations
- G/L management
- Financial statements
- AR/AP reconciliations
- Management reporting
- Month-end close
- Budgeting and planning
- Monthly financial review meeting
- Cash flow management
- System management
- Month end review meeting
Accounts
Up to 6 accounts
Transactions
Up to 200 transactions
Controller
Included Services
- Accounts payable
- Accounts receivable
- Bank account reconciliations
- G/L management
- Financial statements
- AP/AR reconciliation
- Management reporting
- Month-end close
- Budgeting and planning
- Monthly financial review meeting
- Cash flow management
- System management
- Month end review meeting
Accounts
Up to 10 accounts
Transactions
Unlimited transactions
Additional Services
Payroll
Payroll is often the largest expense for businesses, requiring administration and analysis. Work with us to effectively manage payroll and better understand your human capital costs.
Billing
Billing and collections are critical to a company's cash flows and should receive a high level of focus. The billing and collections process should be efficient and managed for optimal results.
Expense Management
Employee expense management can help a company control costs, take advantage of volume discounts and understand spending patterns. We can help you manage the employee expense process and take advantage of cost containment opportunities.
CFO Services
Finance Manager
Included Services
- Financial analysis
- Process design
- Accounting policies
- KPIs
- Risk management
- Financial modeling
- Systems selection
- Scenario analysis
- Capital planning
- Board reporting
- Transaction support
- Finance transformation
- Restructuring
- Human capital planning
- Incentive plans
- Banking relationships
- Financial forecast
- Growth planning
- Accounting function oversight
Hours
Up to 8 hours
Scheduled meetings
1 per month
VP of Finance
Included Services
- Financial analysis
- Process design
- Accounting policies
- KPIs
- Risk management
- Financial modeling
- Systems selection
- Scenario analysis
- Capital planning
- Board reporting
- Transaction support
- Finance transformation
- Restructuring
- Human capital planning
- Incentive plans
- Banking relationships
- Financial forecast
- Growth planning
- Accounting function oversight
Hours
Up to 20 hours
Scheduled meetings
2 per month
CFO
Included Services
- Financial analysis
- Process design
- Accounting policies
- KPIs
- Risk management
- Financial modeling
- Systems selection
- Scenario analysis
- Capital planning
- Board reporting
- Transaction support
- Finance transformation
- Restructuring
- Human capital planning
- Incentive plans
- Banking relationships
- Financial forecast
- Growth planning
- Accounting function oversight
Hours
Up to 32 hours
Scheduled meetings
4 per month
Included Services in the Plans
(Within the hourly limits)
Cash Management
We utilize top tools and approaches to help you plan and forecast business cash flow. As senior leaders, you need to have a deep understanding of cash flow. When a shortfall is on the way, you can identify it well in advance and take the necessary steps now to avoid.
Management Reporting
We identify deliverables and set up proper systems for management and board reporting. Quantum will then review these accounts on a monthly basis along with management to identify financial and cash flow risks and to set goals for figures and ratios.
Transaction Support
If you are preparing for a sale, acquisition, or operating post-transaction, we have the experience to help execute on your strategic priorities. We assist with due diligence and post-transaction integration services.
Systems Implementation
Automate your finance function. From standard operating procedures to the integration of various general and industry-specific cloud tools, we help executives build the perfect tech stack to support the running of their business and finances, saving time and adding value.
Financial Decision-Making
Making financial decisions in your business is just as important as making operational decisions. We can help you identify the quantitative and qualitative variables and implications of your financial decisions enabling the intended outcomes.
Revenue and Cost Modeling
We analyze your revenue and cost trends and identify areas that are not working efficiently. All fixed and variable costs are analyzed to improve your business at maximum capacity. Optimize your business model by increasing revenue streams and minimizing costs so that you can focus on investment and growth.
A strategic finance partner not only expands capabilities but provides capacity when needed.