Financial Operations Solutions
Streamlining processes
to automate bookkeeping
Optimizing operational and financial procedures
so SMBs can operate, understand, and
scale their business with ease.
What can Financial Operations do for your business?
🚀 Operational Efficiency: We'll optimize your day-to-day tasks, so you can get more done in less time.
💡 Fintech Integration: We'll introduce you to cutting-edge technology that streamlines your financial workflows. Say hello to real-time data and smoother transactions.
📈 QuickBooks Online Expertise: We're QuickBooks gurus! The good, the bad, and everything in between. We'll help you make the most of this powerful accounting software, through integration and natively through QuickBooks configurations.
🔍 Error Reduction: Mistakes can be costly. With Briidge.io, you'll minimize errors + maximize consistency - and more importantly, give time back to you and your business.
📊 Data-Driven Decisions: With our support, you'll have the data you need to make informed choices that drive your business forward.
With more than 10 years of experience in financial operation activities with SMBs, we understand the processes and pain points.
We've done the books financially and lived the narratives operationally.
We've been in your shoes, and that's why we're here to help.
Our mission is to bridge the gap between operations and financials by simplifying and equipping financial operations for SMBs.
We believe in making bookkeeping primarily self-sufficient through operational processes and fintech.
At Briidge.io, we're your financial operations engineers!
We specialize in making these processes quick, easy, and efficient by leveraging fintech stacks, and integrating workflows through QuickBooks Online. We help streamline your financial tasks, so you can focus on what you do best — growing your business.
How do we work with you?
Discovery
We start with a 1 hour (commitment free) discovery call to learn about your business goals, culture, and pain points.
Mapping
Discovery information is then mapped out visually to confirm current state,
then future state is added to show where we could offer operational and financial improvements.
Project Quote
At this point, you’ll receive a project quote for proposed improvements - and a verbal walk thru of your
business map.
Implementation
When you’re ready to implement proposed improvements, we then share visuals - and are off to the
races with a project timeline.
Frequently Asked Questions
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Financial operations includes every aspect of managing the finances for your business - and every operational activity that touches your financials.
A few high level examples include how you quote and accept payments from customers, how you order goods and issue payments to vendors, or how you process payroll or issue reimbursements to your staff. Any business activity that will end in a financial transaction.
Everyday operational processes are often in high touch with financials - typically in high volume - leaving a game-changing opportunity to combine the two activities for efficiency and understanding, for both Operations and Finance simultaneously.
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Below are some of the more common financial operation solutions we’ve worked with:
Business process mapping
Team RACI chart
Process documentation
Procurement processes setup
Bill pay and vendor management system
New customer setup and invoicing
Sales tax and nexus identification systems
Payment processing
Job costing reports
Expense management handling
Payroll processing
Inventory management systems
Custom reporting
If you have a need that is not listed, reach out and we’ll go through discovery for tailored solutions.
Have questions?
Drop us a line! Let us know what you and your business are currently facing, and we’ll help you navigate next steps.
