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Achieve faster end-of-month closing

Let's keep our books organized and up-to-date throughout the year. That's why it's so important for us to set a goal of closing our books faster each month.

• Enable automatic syncing of payments data with the general ledger
• Collect 90%+ of receipts within one week of payment
• Digitize 100% of expense claims and receipts (no more paper!)
• Post a company-wide announcement to ensure everyone understands the process and rules around transactions moving forward
• Implement software to help automatically spot errors and inconsistencies in receipts, credit card and bank statements
• Using software, automatically notify 100% of employees when a transaction or expense claim is missing key data

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Be a disciplined procurement organization

As we scale, the tools, SaaS products, and services we pay for will grow exponentially. Let’s get a handle on things before we’re drowning in unnecessary expenses.

• Develop and implement a process for monitoring SaaS user licenses/fees
• Share monthly updates into functional units
• Create 10% additional savings by negotiating payment terms (2/10 net 30)

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Payroll without the drama

We never want there to be any issues when it comes to paying our team. Let’s run a flawless payroll process this quarter, year, and for the rest of time.

• Get payroll out on time 100% of the time
• 100% of employee expenses paid out within 30 days
• Sub-2 week turnaround for commission payouts

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Maintain healthy accounts receivables with a scalable process to growth

Let’s get paid, faster (or at the very least on time).

• Reduce outstanding A/R by 50% this quarter
• Reduce time to receive funds by 10 days
• Configure automated dunning processes for majority of customers