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CAS

Client Accounting Services (CAS) 

Morant provides end-to-end financial accounting services for small business and can perform all tasks from bookkeeping to financial reporting.

 

Services available 

  • Accounts receivable management 

  • Accounts payable management 

  • Bank account reconciliation 

  • Bookkeeping 

  • Collections 

  • Customer billing 

  • Data processing and analytics 

  • Payroll processing 

  • Revenue and expense recognition 

  • Preparation of financial statements 

Frctiona Controller

Fractional Controller 

Some small businesses have limited accounting and clerical internal resources that run their accounting functions or departments and struggle with untimely, incomplete, inconsistent, and unreliable financial statements. Businesses that make decisions with unreliable financial statements can face negative consequences such as missed opportunities, running out of cash, suffering major losses on unprofitable ventures, and more. 

Morant can raise the bar and manage small businesses' accounting departments or functions by establishing and monitoring processes and procedures to reduce compliance risk, prepare reliable financial reports, and provide business insight for decision-making. 

Services available 

 

  • Perform month, quarter, and year-end book closings. 

  • Prepare financial reports including balance sheets, income statements, and cash flow statements in accrual, cash, or modified cash basis, and key performance indicators (KPIs). 

  • Establish and monitor policies and procedures for internal controls. 

  • Work with clients’ external tax specialists and auditors to maximize compliance and tax benefits. 

  • Identify opportunities for digital transformation and business process improvements. 

  • Participate in executive and board meetings to present financial reports and provide business insight. 

  • Train clients’ employees to use accounting and finance applications such as QuickBooks Online, Accounting Seed, Bill.com, Salesforce, and others. 

Management consulting

Management Consulting 

Morant worked many years with large corporations with the sole mission of adding value to their operations.  Now, Morant brings a similar approach to small businesses that are or want to become agile and disciplined, in essence, grow at a sustainable pace. 

 

Services available 

  • Strategic Planning: Create strategic and actionable plans with long-term goals aligned with your mission and vision.  

  • Process Improvement: Assess business processes to identify inefficiencies, bottlenecks, and provide recommendations to streamline operations. 

  • Change Management: Use change management to help internal and external stakeholders adapt to ongoing and future business transformations. 

  • Performance Tracking: Identify and create processes to track key performance indicators (KPIs) to help clients assess progress and benchmark against industry averages and competitors. 

  • Technology Adoption: Assess and advise on the adoption of technologies that can facilitate digital transformation. 

  • Sales Strategy: Create sales and marketing strategies to improve lead generation and increase revenues. 

Project Manager

Project Management 

Small businesses often don’t have or can’t afford full-time project managers and assign projects to star employees that might not have the bandwidth or knowledge to run them. 

Lack of bandwidth usually calls for compromising time or quality on employees’ core responsibilities or the projects which can lead to missed deadlines, budget overruns, low morale, and many other negative outcomes. 

Lack of knowledge can also lead to similar or worst outcomes such as working on a project that will deliver solutions to problems that don’t exist, dropping projects altogether, and more. 

Morant helps small businesses stay focused on their core activities and runs projects of any size using waterfall, agile, or mixed frameworks in combination with change management to successfully deliver outcomes on time and within budget. 

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