OUR PRODUCT:
WHAT:
Q. What Is the Financial Harvesting Interactive Service Delivery Platform (ISDP)?
A. It is an online tool which enables small CPA firms to provide one-stop shop for delivery of their financial operations consulting to their small business clients.
A. Financial Harvesting is a Pla(PAAS). This means that it is a digital, online product which can also be used as a service by small businesses.
Q. What does the Financial Harvesting ISDP enable you to do?
A. Small businesses will be able to outsource their entire financial operations to the PAAS and manage their Financial Processes Projects for each client online.
Q. What does the Financial Harvesting ISDP Do?
A. Our ISDP has been designed to allow your your Financial Harvesting staff to lead the day-to-day financial operations of your clients financial operations. There are three layers of tools built into the ISDP:
- Layer I-The Leadership Layer
- Layer II-The Financial App Life-cycle Layer
- Layer III-The Executive Reporting Layer
Q. How long does it take to get up to speed in order to use Financial Harvesting ISDP?
A. A few days. The ISDP has been built so it is ready out-of-the box. It is easy to learn. If you want to customize part of it, it will take little longer.
Q. Is the Financial Harvesting Tool a Software Application?
A. No, at this time, Financial Harvesting ISDP is only interactive, but is not integrated into a database or integrated with no live AI enabled financial applications. A next version is expected to be software and the AI agents shown as part of the life-cycle will be live.
Q. Is the Financial Harvesting ISDP PSA Software or Practice Management Software?
A. No, it is in a new category of platform.
Show Comparison:
How many different subscriptions are there of the Financial Harvesting ISDP are there? There are three subscriptions, Bronze, Silver and Gold subscriptions.
Q Is the Financial Harvesting PAAS financial accounting software?
A. No, you can continue to use your existing accounting software. Your Financial Harvesting Pro will do an analysis and see if a new accounting package is a better fit for your business. If not, the CPA will continue to use your existing package. The Financial Harvesting PAAS does not replace your accounting software, it sits between your business and the software and we provide the CPA with a link to access your accounting software.
Q. What is the goal of the Financial Harvesting PAAS vs. Accounting Software?
A. The goals are different. The goal of the Financial Harvesting PAAS is to help you and your CPA to improve the management of your financial operations. The goal of accounting software is primarily database oriented i.e. to keep the data related to your books and produce financial ststements.
Q. What are the key points which differentiate the Financial Harvesting PAAS from other products on the market?
A. We provide you with the following:
- Template-we provide your company with an out-of-the -box template
- View-we give you access to view the entire life-cycle of your financial operations
- Track-we enable you to track the work that is being done by your CPA to produce your financial documents
- Learn-we enable you to learn about the financial operations of your business
Q. Do I need any additional management software to manage the outsourcing of our financial operations?
A. You should not.
Q. When should my small business begin to see some benefits from using Financial Harvesting?
A. As soon as the PAAS is deployed by your CPA and you have access to it, should begin to receive value from our product. You will begin to learn what is involved with the full range of financial operations and your Financial Harvesting Pro will work with you to determine if you want to use the out-of-the-box template or want to customize it.
Q. Will my financial records be secure?
A. Yes, your financial "data" does not get stored online with our tool. You will continue to use the financial accounting software you normally use. We are only providing the processes, activities and tasks (PAT's) that go into producing a set of financial records and statements. Your company's PATS should be secure unless there is a breach of the online software.
WHERE:
Q. Where is Financial Harvesting provided?
A. The entire product is provided online. All you need is a browser to access it.
It is an online set of project processes which covers the entire life-cycle for the financial operations of a small business.
WHO:
Q. Who provides the Financial Harvesting PAAS?
A. It is tool licensed to CPA firms, which in turn provide it for use by their small business clients.
Q. Can small businesses benefit by using the Financial Harvest PAAS?
A. Yes, small businesses will be able to outsource their entire financial operations to one of our Financial Harvesting Pros who are also licensed as a CPA.
Our Consulting Services:
Our Financial Harvesting Pros will work closely with you to understand your needs, including the specifics of your industry. If you want, they will work help you to redesign and customize any of the following:
- your Financial Statements
Our Educational Services:
We provide various seminars to our Pros which they can- in turn, teach their small busness clients. Here are some examples:
- Financial Operations for Sustainable Startups(sm)
- Basic Financial Operations For Executives
- Financial Operations for Mature Small Businesses
Additional Services Provided By Our Pros:
For additional services, you should check with your Financial Harvesting Pro. They should provide the following services:
- Financial Operations Services- in additional to the above services relating to your financial statements, our Pros should provide you with General Ledger accounting, Accounts Receivable & Accounts Payable accounting, Data Entry, Inventory accounting, Credit Card reconciliations, Finance, Treasury/Banking Management, Financial Systems Analysis & Design, Financial Document Management, etc.)
- Tax Planning and Compliance Services
