Outsourcing

Have the Freedom to Get Back to Business

With outsourced business and accounting services from Symphona, you can:

• Devote time to do what you do best – run your business
• Improve efficiency and productivity
• Make informed management decisions knowing your financial information is accurate and timely
• Provide bankers and creditors with reliable financial statements
• Enjoy peace of mind that comes with having confidence in your financial information
• Count on us to act as your controller, bookkeeper, and business consultant
• Empower more remote work through cloud-based technologies

Services include, but are not limited to:

• Implementation, training, and support for QuickBooks®
• Depreciation records maintenance
• Monthly bookkeeping and financial statement preparation
• Monthly, quarterly, and year-end reporting for state and federal payroll and sales tax
• Payroll processing, including direct deposit services and W-2 preparation
• Period-end closing—monthly, quarterly, or annually
• Personal property tax reporting
• Bank account reconciliation

And, if you need on-site assistance, our team is available to work at your office.

We Help You to Be Proactive

Let Symphona’s business planners and consultants act as a proactive arm of your organization:

• Tax plans for business and financial strategy
• Addressing tax challenges
• Implementation strategy
• Support in a continuously shifting regulatory environment

Our Team Helps Join Yours

The Symphona team can help you plan for success and guide you through each step of your merger or acquisition:

Ensure Due Diligence

• Assess your target company’s operational and organizational environments and risks
• Determine your integration needs and priorities
• Anticipate potential integration challenges

Create a Seamless Transition Strategy

• Identify gaps and overlaps in processes and technology investments
• Share best practices among all parties
• Address your resource needs
• Create an integration strategy
• Review combined supplier, partner, and customer relationships

Integrate your New Partner

• Consolidate and streamline your processes and systems
• Institute continuous communications with your investors, stakeholders, and key management
• Capture and report metrics and progress

Payroll Made Easier

Rely on Symphona to make sure that your personnel are paid on time with efficient, accurate payroll services:

• Processing
• Direct deposit services
• W-2 preparation

Energize Your Human Resources

If your HR department is overwhelmed, Symphona is here to help with a wide range of outsourced services, all for a simple, fixed fee.

Recruiting

• Assess your needs, identify and source potential candidates, handle initial screenings, conduct all reference checks, and navigate the offer letter process with you.

Onboarding

• Manage pre-onboarding paperwork and processes including application, consent forms, background checks, pre-employment drug screen, and new hire reporting (including E-verify and to the State).

Offboarding

• Conduct exit interviews; report results of those interviews; administer creation, delivery, and tracking of applicable state required separation notices as well as company severance agreements.

Employee Handbook

• Assess your needs, develop an Employee Handbook tailored to your business, meet with leadership to review, provide lunch-and-learn for all team members to review handbook, collect all signatures, and perform an annual review upon request.

Performance Management

• Assess your needs, develop a self-evaluation for staff and supervisors, present in-person training for supervisors on coaching tools and on conducting evaluations, provide lunch-and-learn with staff to explain evaluation process, and collect all forms.

Coaching & Mentoring Programs

• Implement and administer coaching and mentoring program; provide compliance programs on sexual harassment, diversity, discrimination and employee engagement.

Minimize Risk, Maximize ROI

From buy- and sell-side to refinancing, we work with you to identify where a transaction offers the most opportunities for a return on your investment:

• Help mitigate risk for value realization
• Financial, tax, and IT due diligence
• Serving variety of industries
• Transaction strategy and preparation
• Integration advisory
• Post transaction tax and assurance

Ensure a Smooth Transition

When it’s time for another to take the helm, Symphona can help your organization with:

• Focus on options for the transition of business for future generations
• Business transfer strategy
• Generational transfer strategy
• Executive benefits
• Risk management
• Transaction advisory
• Private client succession

Secure Their Future

Symphona can help your business take care of your employee retirement, through:

• Promoting financial wellness
• Design of plan
• Employee education
• Strategic advisory
• Compliance
• Cost controls

Let Someone Else Take On the Tech

Outsource your technology services so that you can concentrate on your day-to-day business:

• Managed IT services
• End user help desk support
• Strategic IT guidance
• Backup and recovery
• Full-time network monitoring
• Security awareness training

Knowledge Can Be Your Business’ Best Asset

The valuation experts at Symphona understand:

• It’s not easy to put a price on your business
• If your company is involved in litigation, you need someone on your side
• The complexities of business valuation, including the roles of economics, accounting, taxation, and business organization

Count on the knowledge we provide for an accurate picture of your financial standing.