Our Services.

At TheBeanCounters we focus on four services to assist you and your business:

  • System Scoping & Implementation

  • Process Automation

  • PowerBI Reporting

  • Outsourced CFO

We stay away from bookkeeping and tax returns as there are others in the market much better at those than us.

Why Integrate & Automate?

Simple. It saves you time and reduces the risk of data being transferred incorrectly.

The right system stack can automate your manual processes and is the foundation for true financial performance and reporting.

Our Services Explained.

System Implementation:

  • We help you take the risk out of changing systems.

  • Our experience speeds up the transition and helps you avoid and cross hurdles as they arise.

  • We specialise in moving business to integrated cloud based technology.

  • We have assisted over 100 businesses move to high performing finance, HR, payroll, inventory, payment, leads, expense reimbursement, or procurement systems.

  • We work with you through all phases of the project:

    • Scoping

    • Demonstrations

    • Decision

    • Implementation

    • Training

Process Automation:

  • This area can add so much value to a business and it can significantly reduce the risk of human error.

  • We help you hunt down manual and repetitive tasks and where economical work with you to automate them.

  • From bank recs to live reporting to invoice data flows.

PowerBI Reporting

  • Microsoft Power BI is great for displaying large and high volume data in a secure manner to your leaders and decision makers. A good example is large debtor balances by account manager.

  • With our experience in working with Boards and management teams we can assist businesses in determining what data could be beneficial to automate into PowerBI.

  • We display these complex data flows and automations in simple to understand terms.

  • We are extremally diligent in ensuring the data flows are secure, reliable, and monitored. This allows managers to have data that is updated multiple times per day within a few clicks.

Outsourced CFO

  • We help finance teams perform to their potential. As well as providing a second set of eyes on the financial data.

  • We do this through regular check ins, detailed review, risk analysis, and guidance.

  • Many mid sized businesses don’t need a full time CFO and we help fill that gap. From bank negotiations to balance sheet review, our team has experience in all facets of the CFO role.