Meyer & Levinson Business Concierge
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Business Concierge

Services

Financial operations, day-to-day finance and support for the QUiCK financial system. We select and combine the right solutions for how each business works.

Overview

Designing and improving financial operations

Financial
health check
Review of processes, responsibilities and systems; improvement proposals and priorities.
Process and
system development
Designing workflows, responsibilities and approvals; system roll-out and optimisation; documentation and training.

Day-to-day finance and management support

Incoming invoices
and costs
Invoice intake, NAV reconciliation, catching faulty documents, coding.
Bank transactions
and transfers
Matching transactions, preparing payments, tracking payment status.
Outgoing invoices
and receivables
Invoicing across systems, self-billing, receivables follow-up and data cleansing.
Bookkeeping and month-end
close support
Accountant liaison, close prep, missing-item lists, handover.
Reporting and
management information
Custom reports, consolidating financial data, interpreting the numbers, audit preparation.
Controlling and
decision support
Analysis, variance tracking, cash-flow forecasting and planning.

The QUiCK financial system and your existing systems

QUiCK financial
system
Implementing the QUiCK financial system or reviewing an existing setup: permissions, approvals, reports and training.
Support in your
existing systems
Financial support is also available without the QUiCK financial system. We adapt the tasks to the systems you use and the way of working we agree on.

Details

01

Financial health check

A clear view of your financial operations

We review financial processes, responsibilities and the systems in use, then set out improvement proposals and priorities.

The review covers
  • Review of financial processes
  • Responsibilities
  • Systems in use
  • Improvement proposals
  • Setting priorities

A health check can be ordered on its own or as the starting point of a larger engagement.

02

Process and system development

Orderly processes, well-used systems

We design workflows, responsibilities and approvals, implement or optimise systems, and train people to use them.

What it includes
  • Designing workflows
  • Responsibilities and approvals
  • System implementation and optimisation
  • Documentation and training

Financial support is also available without the QUiCK financial system. We adapt the tasks to the systems you use and the way of working we agree on.

03

Incoming invoices and costs

From receipt to coding

We handle incoming invoices: we receive and check them, filter out faulty ones and prepare them for bookkeeping.

What it includes
  • Invoice intake
  • Reconciliation with the tax authority (NAV)
  • Filtering out faulty documents
  • Account coding
04

Bank transactions and transfers

Transparent cash movements

We match bank transactions, prepare payments and track what has been paid and what has not.

What it includes
  • Transaction matching
  • Payment preparation
  • Payment status tracking
05

Outgoing invoices and receivables

Invoicing and receivables in one place

We help with invoicing, even across several systems, handle self-billing, follow up on outstanding receivables and keep the data clean.

What it includes
  • Invoicing in several systems
  • Self-billing
  • Receivables follow-up
  • Data cleansing
06

Bookkeeping and month-end close support

Smooth cooperation with your accountant

We liaise with the accountant, prepare the close, compile lists of missing items and hand over the required documents.

What it includes
  • Liaising with the accountant
  • Close preparation
  • Missing-item lists
  • Document handover
07

Reporting and management information

Usable numbers for decisions

We prepare custom reports, consolidate financial data, and help with interpreting the numbers and preparing for audits.

What it includes
  • Custom reports
  • Interpreting the numbers
  • Consolidating financial data
  • Audit preparation
08

Controlling and decision support

Looking ahead, not just back

We analyse the numbers, track variances, prepare liquidity forecasts and support planning.

What it includes
  • Analysis
  • Variance tracking
  • Liquidity forecasting
  • Planning
09

Implementing and optimising the QUiCK financial system

A well-configured system, used with confidence

We implement the QUiCK financial system or review your existing setup: we configure permissions, approvals and reports, and train the users.

What it includes
  • Permissions
  • Approval workflows
  • Reports
  • Training
10

Support in your existing systems

Without the QUiCK financial system, too

Financial support is also available without the QUiCK financial system. We adapt the tasks to the systems you use and the way of working we agree on.

What it includes
  • Invoicing and banking systems
  • ERP systems
  • Tasks adapted to the agreed way of working