automation

When it comes to running your business, there is always something that needs attention.
The bottom line: our processes make things easier for you and your team.

 
Numu Consulting is a business technology and accounting firm based in the Okanagan Valley, BC. We can help with month-end accounting services, scheduled and automation.

Month End Optimization

Getting worn down by the number of overtime hours it takes to close your month-end?  Is management frustrated by the time it takes to get their monthly reports?  

+ how we can help

Numu Consulting can help you optimize your month-end schedule to run more efficiently. The goal is to reduce the amount of time it takes to close the books and relieve some of the stress on your staff. Your accounting department will thank you (and us).

What we offer:
We will work with you to fully understand your month-end close processes and map out the various deadlines and sequence of operations that facilitate the close.

From there, we will identify opportunities for improvement and suggest options for automating certain processes to improve efficiency. As part of the deal, we will offer training on any new recommended processes. All recommendations will integrate seamlessly into your business so that operations are never interrupted.

Who benefits?

  • Businesses who need updates to the month-end close cycle to make it more efficient and timely.
  • Businesses who need a bit of extra horsepower to enable change in the month-end close cycle.
 
Numu Consulting is a Business, Technology and Accounting/Financial Consulting firm. We offer Year-End Optimization, help with closing the books, and automative processes to reduce stress of filing taxes and working with the CRA.

YEAR-END OPTIMIZATION

Year-end, the bane of accountants everywhere.  Closing the books for the year is a lot of work and has to be done right. Numu Consulting can help you optimize your year-end schedule to run more efficiently. The goal is to reduce the amount of time it takes to close the books and relieve some of the stress on your staff.

+ What we offer

We will work with you to fully understand your year-end close processes and map out the various deadlines and sequence of operations that facilitate the close.

From there, we will identify opportunities for improvement and suggest options for automating certain processes to improve efficiency. As part of the deal, we will offer training on any new recommended processes. All recommendations will integrate seamlessly into your business so that operations are never interrupted.

Who benefits?

  • Businesses who need updates to the year-end close cycle to make it more efficient and timely.
 
Numu Consulting uses excel to automate various financial processes for you which saves you hundreds of hours. We build and design custom financial solutions within excel to encourage growth in your business.

AUTOMATION OF ACCOUNTING PROCESSES

Save time and money while improving the accuracy of accounting processes. Excel is one of the most commonly used tools by accountants. Unfortunately, many organizations don't have the expertise to fully utilize and benefit from Excel's capabilities.

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Using Excel to automate various processes can end up saving your department hundreds (yes, hundreds!) of hours and dramatically improve the accuracy of entries and reports.

What we do:
We build custom solutions to automate any kind of Excel based processes. From prepayment schedules, capital asset amortization schedules, and large data manipulation & analysis to recurring journal entries and even weekly/monthly report generation, if you find yourself frustrated by an accounting process, we can help you!

We are Excel experts and can help your accounting department become more effective and efficient.

Who benefits?

  • Businesses who require help automating accounting processes.
  • Accountants who are tired of manually slogging through spreadsheets.
 
Numu Consulting can assist with the automation of your financial statements which is a complex and time-consuming job each year. As a financial, business and technology consulting firm based in the Okanagan Valley, BC we have the tools to help assist your business with Balance Sheet creation tools, income statement creation tools, cash-flow statement creation tools, multiple company consolidation schedules, and financial statement creation packages.

AUTOMATION OF FINANCIAL STATEMENT CREATION

Putting together your Financial Statements each year is a complex and time-consuming job.  If you use an external accountant to do this for you it can cost hundreds, or even thousands of dollars. 

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But what if the basic Financial Statement elements could be generated automatically based on the outputs from your accounting system? You could save yourself several headaches, a lot of time, and potentially reduce the fees charged by your accountant.

What we offer:
Our Automated Financial Statement Creation Tools are designed to simplify the process of creating your Financial Statements each year. Each tool will walk you through the process of mapping your General Ledger account structure to your Management accounts (Financial Statement line items), posting year-end management entries, and generating the Financial Statement elements.

These tools are not a replacement for an accountant’s trained eye in preparing Financial Statements, but they are meant to make the process much smoother and easier.

  • Balance Sheet creation tool
  • Income Statement creation tool
  • Cash Flow Statement creation tool
  • Statement of Retained Earnings creation tool
  • Multiple Company Consolidation Schedule
  • *Financial Statement Creation Package

Automated Financial Statement Creation Tools can be customized to your specific needs and brand.

Who benefits?

  • Businesses requiring help in creating Financial Statements.
 
Numu Consulting - Automation Tools and Templates.JPG

AUTOMATION TOOLS AND TEMPLATES FOR YOUR BUSINESS (NEW)

Coming Soon - Numu .jpg
 
Numu Consulting is a business, technology and financial consulting firm that can help you with any excel issues or problems you’re having. Accounting excel spreadsheets can be a crucial timesaver, and we offer excel spreadsheet design specifically for accounting and financial services.

EXCEL-BASED SOLUTIONS

Have an Excel issue?  We can help!

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From fixing broken spreadsheets to creating customized solutions that meet your specific needs, if you're using Excel and want to make things more efficient and easier to use, we can do it for you!

What we offer:
Spreadsheet design and engineering specifically tailored to your needs. Our Excel experts can help with any Excel-based process, analysis, or report.

Who benefits?

  • Anyone needing and Excel wizard!