FAQ

Our clients represent a wide variety of industries and come in a range of sizes. What they all have in common is where they are in their growth cycle: they are all looking to scale and have specific goals in mind for their business, but simply don’t have the capacity to concentrate on the front office and the back office simultaneously. Clients rely upon SNS as their back office and Finance function partners to help these divisions remain streamlined, integrated, and cost-effective as their businesses grow.

We are fee-based and can work month-to-month or on retainer. Our fundamental goal is to help companies manage the cost of their back office and Finance Functions, whether that cost is the expense of hiring a full-time Finance Executive or the ongoing opportunity cost of a DIY approach to your back office. In either case, Series Next Solutions provides an economical alternative that you can confidently leverage to let you focus your efforts on the aspects of your business that you love best.

SNS offers entrepreneurs time and sanity, and with your increased focus on core business comes better returns.

Some clients only need support on a specific project for a finite amount of time. Others leverage us as an ongoing partner for their Finance function. Our model ensures the flexibility needed to provide you the services you need for the term you specify.

We have a wonderful blend of clients in the Greater New Orleans region and out in the wider world. The shift to working 100% remotely was a seamless transition for us thanks to the cloud-based collaboration tools our team already had in place. If working remotely still presents challenges for your team, we’d love to share some of our best practices.

The processes discussed in depth include Financial Planning & Analysis, Business Intelligence / Analytics, and Books & Records. On a higher level, we also examine processes like Office Productivity, Payroll, Scheduling & Time Tracking, Employee Expense Reimbursement, Invoicing, Vendor Purchasing, Accounts Payable, and Customer Acquisition. We find these additional processes help us build our Big Picture of your business, and help us understand what data is available to track your company’s performance.

Although it depends on your needs and availability, the process is usually comprised of two meetings lasting 1.5 hours each.

It’s completely free; no strings attached.

Wherever you feel most comfortable! We are happy to work virtually or in a socially distanced environment.

The efficient back-office assessment helps us understand where your company stands today and where you hope to be tomorrow. It offers leadership teams insight into roadblocks you may face and how SNS can solve them. For more details, please refer to our blog post.

We use our digitally-enabled approach to Finance to leverage process automation and self-service functionality. We also train your existing Finance team on process best practices, how to most effectively incorporate these digital tools into their job roles, and give them access to the data they need to guide day-to-day operations.

Series Next Solutions offers an economical alternative to hiring a full-time Executive. We work on a month-to-month basis, we don’t require a share of your equity, and we can set a predetermined number of hours per week or month to get the job done within your budget.

Yes, we can partner with your current CFO to capitalize on our breadth of experience in Business Intelligence and Process Improvement, or provide support on key strategic projects acting as an extension of your CFO.

We work closely with your existing Finance team to keep them lean and focused on the most impactful work. We accomplish this by training them on best practices, transitioning time-consuming manual processes to leverage cloud-based tools, and giving them access to the data they need to guide day-to-day operations.

Then don’t hire one! Let us execute your processes for you, so you don’t have to worry about them. After all, we do this for a living, so we’re efficient.

Based on your business needs, we identify key metrics that are the most beneficial to you in running your day-to-day operations. We then set up a dashboard fed with your real-time business data that you can refer to throughout the day and will enable you to be proactive instead of reactive.

We would love to! We use EOS in our organization as well, and tools like PowerBI enable us to track our key metrics from an easily accessible, centralized location.

We can set up a dashboard on your mobile device that you can refer to throughout the day. Whether you are out of office, out of state, or out of the country, your company’s most vital metrics will always be on and within your reach.

SNS offers our Accounting Accelerator service to overhaul your books and records. Depending on your company’s needs, these services can include extensive records clean-up, a streamlining of the Chart of Accounts, or implementation of advanced categorization of transactions. The end result will be books that act as a rear view mirror, showing where the company has been while you chart your path forward.