Outsourced Accounting & Advisory Services
Give your business an unfair advantage
Your business data is a catalyst for growth. Especially your accounting data if you’re a small to mid-size manufacturer not quite ready to hire the talent you need to tap into it. Our dedicated experts combine clean, accurate financial accounting and operational data with best-in-class tools and CFO-level guidance. Everything you need to make smart decisions about the future of your business.
Our process
Best-in-field expertise meets best-in-class tools
Business software is the Achille’s heel of many small to mid-size businesses. And this couldn’t be truer than in manufacturing, where different systems don’t always work well with one another, or data sit in silos.
Our team of professionals has deep experience in manufacturing and is equipped with some of the latest advancements in business intelligence.
We’ll take your day-to-day accounting (bookkeeping) tasks off your plate and ensure that everything ties out. This will allow our advisors (fractional CFO/controller) to collaborate with you using clean, timely information to proactively plan for the road ahead.
01
Clear the way for clear data
We start with an accounting tune-up, reviewing your processes, documentation and accounting data. We make sure everything is in working order and clean things up. Then, we standardize and automate wherever possible.
02
Connect all the data dots
Leveraging Microsoft Power BI and the Microsoft Power Platform to combine and clean your data, we will tailor simple dashboards and reports for your business. Results update automatically and can be securely viewed on modern devices.
03
Guiding you the best way forward
It’s time to kick growth into high gear. We’ll build a financial forecast, define KPIs, and help you set goals. We’ll review results together monthly, refine assumptions, reforecast, and measure your progress.
Our tools
A few of our favorite tools
If you run a job shop using JobBOSS2, E2, MISys, Acumatica, or Sage 100 or are a food or beverage manufacturing facility running on Quigistics, you won’t find a better fit for your outsourced accounting and advisory needs. If you use other systems or are in other industries, we’d love to hear from you too. We’re always looking for new industries to serve.
Our clients
We’re serious about manufacturing
Why manufacturing? We love it! Why do we love it? There are many reasons. The accounting for manufacturing can be difficult, challenging, and complex – that’s fine with us. We believe that equipping small and mid-size manufacturers with best-in-class tools can help them compete locally, nationally, and internationally.
See what our clients are saying about us
“Chortek understands the manufacturing industry inside and out … they were able to identify opportunities I didn’t even know were available and offer thorough advice on how to best continue growing my business … Everyone here sees Chortek as part of the Atlas team, a close relationship I wouldn’t feel if I was working with a larger firm. I know I can call on Chortek whenever I have a question, and they’ll answer me in upfront, easy-to-understand terms.”
“Their follow-through is spectacular. It’s usually one call. They never say no. It doesn’t make a difference what type of question we have; they are going to find out the answer for us. That’s what makes them such a great partner.”
“Their follow-through is spectacular. It’s usually one call. They never say no. It doesn’t make a difference what type of question we have; they are going to find out the answer for us. That’s what makes them such a great partner.”
“Chortek understands the manufacturing industry inside and out … they were able to identify opportunities I didn’t even know were available and offer thorough advice on how to best continue growing my business … Everyone here sees Chortek as part of the Atlas team, a close relationship I wouldn’t feel if I was working with a larger firm. I know I can call on Chortek whenever I have a question, and they’ll answer me in upfront, easy-to-understand terms.”