Finance and Accounting Services We Offer

We know you didn’t start your nonprofit or social enterprise because you wanted to focus on bookkeeping… we’re probably the only ones with the absurd idea that it made sense to do so. Our team specializes in fund accounting, grant accounting, funder reporting, donation management and receipting, strict procurement rules, and the other challenges that purpose driven organizations face that make this work especially hard. On top of the technical knowledge, we also spend most of our time collaborating with people that don’t have any finance or business training. The goal is financial storytelling. We aim to be the translator that takes the numbers on the page and turns them into meaningful decision-making tools, whether that is through a visual dashboard, a written briefing note to go with your Board’s operational reports, or us presenting at a team meeting. Finance and bookkeeping services are central to our service offering and can be delivered through on-going support, consulting, or training & education for your team to develop existing capacity. We hope with clearer financial messaging, we can help move our sector from a scarcity to an abundance mindset.

WHAT WE PROVIDE

Finance and Accounting Services We Offer

Life/Annuity Insurance Claims Management

Bookkeeping

Based on your request we can maintain your accounting records at our firm’s office or at your premises.

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Insurance Claims Management for Property and Casualty

Financial reporting

Our outputs include management reports issued at requested intervals.

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Loss Run Processing for Insurance Carriers

Examination of accounting records

We conduct a review of your accounting records. The output of our review is a report describing the course of the review and any identified deficiencies.

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Claims Processing

Treasury support

We can provide you with other outsourcing services such as electronic banking based on an approved list of payments (Uploading payments in the system, generating payment reports).

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Policy Issuance

Temporary finance management

We offer where a professional or professionals from our office are enrolled temporarily in the client’s finance function, working under the client’s direct supervision.

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Billing and Accounts Receivable

Additional services

We fixed assets register control (including re-creating and/or re-shaping FA data bases, RON and hard currency).

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ACORD Forms Processing Services

Consulting Services

Assisting in the implementation of financial systems and software for better management and reporting.

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Maintenance, Servicing, and Administration of Policies

Tax Services

Preparing and filing tax returns in accordance with local and international tax laws.

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Industries We Cater To

AerospaceAerospace
AgricultureAgriculture
AutomotiveAutomotive
Customs BrokerageCustoms Brokerage
DefenseDefense
EnergyEnergy
EducationEducation
EntertainmentEntertainment
FinanceFinance
FoodFood
HealthcareHealthcare
HospitalityHospitality
Information TechnologyInformation Technology
LogisticsLogistics
ManufacturingManufacturing
MultimediaMultimedia
Public SectorPublic Sector
PharmaceuticalPharmaceutical
Retail & eCommerceRetail & e-Commerce
TelecommunicationsTelecommunications
InsuranceInsurance
LegalLegal
Real EstateReal Estate

Your Reliable Partner in Finance and Accounting

At Beep-tech we understand that financial management is the backbone of any successful organization. Our commitment is to offer finance and accounting services that not only meet but exceed your expectations, ensuring your financial health is in expert hands.

  • Expertise You Can Trust

    Industry Leaders: Our team comprises seasoned professionals with extensive experience in finance and accounting across various sectors. We stay abreast of industry trends and services.

  • Comprehensive Services

    Tailored Solutions: We understand that each business is unique. Our services, ranging from financial planning and analysis to tax management and audit, are customized to align with your specific needs and goals.

  • Proven Track Record

    Client Satisfaction: Our success is reflected in the long-term relationships we build with our clients. We are dedicated to delivering exceptional service and results that enhance our clients' financial stability and growth.

  • Commitment to Integrity

    Transparency: We believe in clear and open communication. Our processes and fees are transparent, and we provide detailed reports and insights to keep you informed and involved.

  • Innovative Solutions

    Technology-Driven: We leverage the latest technology and accounting software to streamline processes, enhance accuracy, and provide real-time insights into your financial situation.

  • Personalized Service

    Dedicated Team: You will work with a dedicated team that understands your business and is committed to your success. We provide personalized attention and proactive support to address your unique challenges and opportunities.

Category of Customers We Cater To

At Beep-tech, our expertise in finance and accounting spans a diverse range of industries and client profiles. We pride ourselves on our ability to offer customized solutions that meet the unique needs of each client. Here’s a look at the categories of customers we serve:

Insurance Software We Use

Vertafore Nexsure Aspire InsurancePro HawkSoft Agency Matrix Applied Agency Management Newton Agency Solution Agency Systems Insly SEMCAT A1 Tracker Jenesis Agent & Broker Software (ABS) SIBRO 1app - C2MS Insurance Software AgencyIntel QQCatalyst Board EverString Halo IBM SPSS Infer Insurance Analytics Radius SAS Advanced Analytics Statistica Decisioning Platform A1 Tracker ClickClaims PLEXIS payer platforms Record360 Virtual Claims Adjuster Bitrix24 Commission calculator CommissionsEZ CommissionTrac EvolveSPM GoalPost GreenWave Iconixx Incentive SPM inLOGIC.ca Advanced Insurance System Caseblocks Cases CRM Claims Manager DocuPhase HealthQx HEALTHsuite INSIS PCRS QUICK CAP Intuit QuickBooks Billbooks MYOB Invoice Studio Tradeshift Sage CheckMark MultiLedger Invoicera

Additional Services You Can Benefit From

Financial Technology Integration

Service: Implement and integrate advanced financial software and technologies. Its Benefits Streamline financial processes, enhance data accuracy, and improve reporting capabilities with the latest tools and platforms.

Fraud Prevention and Detection

Service: Develop and implement fraud prevention strategies and conduct fraud detection audits.its Benefits Protect your business from financial fraud and ensure the integrity of your financial operations through robust internal controls and monitoring.

Cash Flow Management

Service: Analyze and optimize cash flow to ensure liquidity and financial stability. Benefits Improve cash flow forecasting, manage working capital effectively, and prevent cash flow issues that could impact your operations.

Forensic Accounting

Service: Conduct forensic investigations to uncover financial discrepancies and fraud.Benefits Resolve disputes, investigate financial irregularities, and provide expert testimony in legal matters involving financial misconduct.

Succession Planning

Service: Develop and implement succession plans for leadership and key positions within your organization.Benefits Ensure a smooth transition of leadership, safeguard business continuity, and prepare for future leadership needs.

International Accounting and Tax Services

Service: Provide accounting and tax services for international operations and cross-border transactions.Benefits Navigate complex international tax regulations, manage multi-currency transactions.

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