Transforming your business with financial solutions
A Practical yet Innovative Approach to Understanding and Evolving Your Business
At Basis, we help you better diagnose operations, and enable you to prepare for, and execute change.
With our forward-thinking financial solutions, we empower you to make informed decisions, optimize performance, and unlock new opportunities. Our innovative approach combines financial expertise, lean Six-Sigma tools and techniques, and technology, delivering solutions that are effective, efficient, scalable, and future-ready.
Business Intelligence Services
Whether it’s developing a data warehouse, leveraging applications like Tableau or Power BI to automate financial and operational reporting, to using Excel and more basic, but cost effective, reporting solutions, we work with your team to extract key operational indicators that ultimately convey how your business is performing. We have a solution for every need and every budget.
Optimizing Operations with Lean
Although its roots are in manufacturing, Lean is a methodology that has proven effective across industries. Our experts in its tools and techniques can help you identify the reasons for ineffective outcomes and inefficient processes, focusing on the results your customers (internal and external) expect from your organization.
Interim/Virtual CFO and Controller Services
Competition for competent leadership and technical expertise is fierce. Too often organizations opt for someone who they hope will stay and grow with their company, only to find regular turnover and/or less than effective outcomes. Let us step in, and provide insight into your accounting and finance functions while creating a bridge to that permanent solution.
Consulting Services
Our finance professionals can help you with audit preparation, strategic planning, and accounting and finance projects. We can be your extra hands when you are short staffed or going through significant organization change.
Complete List of Financial Services
- Data warehouse implementation with analytic application to automate reporting and analysis (e.g., Tableau)
- Key operational indicator development and reporting
- Financial statement reporting (board summary, income statement, balance sheet, cash flow statement)
- Operations and financial analysis
- Rapid improvement events (i.e., Kaizen, in lean terminology) leveraging lean tools and techniques
- Facilitate organization, or functional department (e.g., finance) strategic planning
- Project and change management
- Department leadership as CFO or controller
- Accounting/reporting function assessment and improvement recommendations
- Budgeting, forecasting, pro forma financial statements
- Strategic finance partner for operations executives
- Healthcare revenue cycle management strategic planning
- Short/medium term healthcare claims submission and collections
- Audit preparation – review of financial records and internal controls
- Accounting services – hands-on compilations and account reconciliations
- Data warehouse implementation with analytic application to automate reporting and analysis (e.g., Tableau)
- Key operational indicator development and reporting
- Financial statement reporting (board summary, income statement, balance sheet, cash flow statement)
- Operations and financial analysis
- Rapid improvement events (i.e., Kaizen, in lean terminology) leveraging lean tools and techniques
- Facilitate organization, or functional department (e.g., finance) strategic planning
- Project and change management
- Department leadership as CFO or controller
- Accounting/reporting function assessment and improvement recommendations
- Budgeting, forecasting, pro forma financial statements
- Strategic finance partner for operations executives
- Healthcare revenue cycle management strategic planning
- Short/medium term healthcare claims submission and collections
- Audit preparation – review of financial records and internal controls
- Accounting services – hands-on compilations and account reconciliations
Why Choose Us?
Innovation at the Core
We harness the latest technology and forward-thinking techniques to provide solutions that are not just relevant today but will continue to meet your needs in the future.
Expert Financial Guidance
Our team combines deep financial knowledge with technological expertise, ensuring you get the best of both worlds for every challenge.
Customized to You
Whether you’re a sole proprietor, a small business, or a multi-million-dollar company, our solutions are tailored to meet your specific needs and goals.
Proven Success
We have helped many business leaders understand their organization in depth, enabling them to focus on the priorities of growing their enterprise while controlling costs.
Ready to Take Your Business to the Next Level?
We are ready to be your business partner. Contact us today to learn more about our finance solutions.
