Save Time & Money with our Professional Project Management
Our fearless leader has been certified as a QuickBooks ProAdvisor and as a Project Management Professional (PMP). Not only can we diagnose and optimize your accounting processes, we can help manage your projects to give you the power of financial knowledge to achieve your goals.
David Cobrin is certified as a Project Management Professional (PMP) and as a QuickBooks Pro Advisor. Obtaining these certifications requires hard work. The PMP certification tests professionals in the following areas:
With David’s leadership, our team will identify any red flags and fix any problems you are having with your business’s books.
Using project management, Advantage Pro will provide an individualized approach to your business to help you achieve your desired results. This method efficiently uses resources to ensure work is delivered in a timely manner.
Historically, with project management, we have saved clients millions of dollars in the past.
Excellus BlueCross BlueShield merged four health care associations representing at least 15,000 subscriber/members into one. The association was mandated to integrate the information technology infrastructure into one effective consolidated system to serve all their subscribers in New York State.
My team was tasked with determining which organization had the most efficient integrative system, inventory development tools used, identify redundancies and deficiencies in operations, report findings and make recommendations to the senior board members.
We created a focus group question set that was used to interview infrastructure teams located in various locations. Created a database to collect, consolidate and identify patterns in the results. Using this information, we identified which IT Infrastructure was most efficient and best suited to incorporate all the locations into one integrated system.
We successfully delivered the characteristics of an ideal integrated Information technology platform that was used to make this strategic decision and save the organization in excess of $1 million per year.
$1 million per year organizational savings by delivering an ideal integrated technology platform.
Land complex, long term multi-million dollar private/governmental contracts for the company. Kodak Commercial and Government Services.
As part of a team, I collected the data necessary to complete the bid within time restraints. Bid development included:
Delivered bid proposals that secured in excess of $ 10 million in revenue.
Company discovered errors and irregularities in the reporting of their accounting data for prior years. This exposed them to significant potential tax liabilities and penalties. In addition, their systems continued to propagate these errors.
Based on meeting with the owners of the company, their staff and their CPA firm, I determined that their unpaid liabilities were approximately $28,000. As a result of this, the scope and depth of the errors were identified. I determined that the project required that we examine every transaction entered into the accounting software over a two-year period and make corrections as needed. By collaborating with their staff, I created a training plan for the company. We trained the owners and their staff by involving them in the process, documenting new policies and procedures, and evaluating their work based on new processes that eliminated systemic errors.
Client has a full understanding of how their accounting system functions and why it’s a vital tool to creating greater efficiency and wealth. The procedural manual is used to cross-train the accounting function. The use of the financial and business workflow by the business, including the tools and lessons learned to create strategic planning which has led to a sales growth of over 30 percent annually.
30% annual sales growth through forensically revamped accounting system, strategic planning and integrated workflow process.
A successful sports and hobby business had the opportunity to expand to a second city but the owner was unsure as to the potential profitability and risks of expansion.
$ 500k increase in company revenues using risk mitigation tools and strategic management planning, doubling the size of the business.
Not-for-Profit organization was evaluating their financial and functional operations. They requested documentation of their processes and recommendation for streamlined processes and procedures. They also wanted us to champion strategic planning that will determine their current and long-term viability.
Interviewed and gathered requirements from the organizations board president, grant writer, internal accountant, administrative assistant, certified public accountant, attorney, board members and the director. Observed and documented the process of how data was entered into the donor and accounting system. Reviewed and evaluated the processes related to payroll, accounts receivable, accounts payable, grant implementation, budgeting, forecasting, tax preparation and reporting to the board of directors.
We created a change management document that outlined recommendations to the board of directors. Implemented changes resulted in a savings of over 30% in expenses. In collaboration with the board, grew revenue over 15% through grant writing and special programs.
15% increase in funding and donor receipts through special programs including grant writing and 30% expense savings by implementing process change management and training.
Our team will identify, analyze and help resolve issues you may have with your organization’s accounting and business processes.