Managed Business Services for Commercial Businesses

Cordia Partners has partnered with Sage Intacct and Unanet to deliver fully developed turnkey systems, processes, and services for a variety of commercial businesses.

• Full outsourced accounting services provided by professionally trained accountants
• Minimal up-front capital investment – pay as you grow
• Cordia manages software and hardware upgrades and maintenance of your accounting applications
• Our cloud technology platforms are state-of-the-art and offer the highest levels of security in the industry enabling your financial data and business information to always be safe, secure, and accurate.

Learn more about our outsourced accounting services or consider if you are ready to outsource – download the checklist.

Managing your company operations to meet your business goals and achieve profitability often requires teaming up with experts in all areas of the business. Cordia Partners delivers the accounting, finance, and technology expertise, you need to cut costs, grow operations, streamline processes, and build efficiencies. Our services include:

• Internal control design
• Develop and implement accounting policies and procedures
• Manage day-to-day accounting operations
• Maintain accounting systems and technology applications
• Financial analysis
• Prepare financial management reports
• Catch-up clean-up/audit readiness
• Manage annual audit preparation and process
• Work closely with the CEO and ownership on strategic planning matters
• Manage cash requirements and banking relationships
• Facilitate the development of annual operating plans
• Manage DCAA/FAR/CAS and other industry-specific compliance requirements

Start to transform your business by reducing costs and improving internal controls. Learn more about our consulting and advisory services or contact us for a free consultation.

We offer a choice of two financial management technology platforms for our commercial managed service clients – Sage Intacct or Unanet. Depending on your company’s specific business model and operational needs, Cordia will quickly design and deploy efficient, fully developed processes and procedures that will address your operational needs. For most project-based organizations we would deploy our Unanet platform, while most other commercial businesses and educational institutions would utilize our Sage Intacct platform.

Sage Intacct is the award-winning cloud financial management and accounting system specifically designed to help small and midsized enterprises improve company performance. Designed from the start as a true multi-tenant, cloud accounting solution, Sage Intacct provides immediate deployment and scalable flexibility. You can define and configure Sage Intacct to best support your organization—and easily integrate with CRM, payroll, and membership applications.

Learn more about the Sage Intacct products we support or to schedule a free demo, contact us today.

Unanet Project Portfolio comprises a complete Professional Services Automation (PSA) solution with Resource Requesting & Management, Project Management, Project Accounting, Invoicing and Revenue Recognition, Timesheet Management, Expense Management, Teamwork Collaboration, and Financials capabilities in one business management software solution. This integrated set of capabilities delivers real-time performance management of your projects, people, and financials in one system.

Learn more about the Unanet products we support or to schedule a free demo, contact us today.

Cordia Partners helps companies drive growth, increase profit, and achieve financial clarity by helping businesses navigate complex organizational challenges during each stage of business growth, from Start-Up, Rapid Growth, Growth at Scale, Strategic Growth, and Exit.

Our finance and accounting experts include former CFO’s, Senior Controllers, and experienced FP&A professionals with backgrounds in various industries, including the prestigious Big 4. They work with clients to complement their team’s skills, add resources, and become business partners along the company’s growth journey. Sample services include:

• Outsourced accounting
• Cashflow planning and financial model
• Accounting & finance diagnostic and check-up
• ERP accounting systems consulting
• Business advisory
• Accounting & finance operations advisory
• Interim/Fractional CFO/Controller/FP&A
• Capital raise advisory
• FP&A
• Internal controls development and implementation
• Transaction Support/M&A/IPO Support
• GAAP Compliance
• Audit Prep Support
• SOX compliance/IPO readiness
• Post-merger integration
• Recruiting & staffing