Our Services

We can provide in-person, short- or long-term financial services and support during:

• Temporary staff vacancies (e.g. retirement, vacation, extended leave)
• High-volume crunch times (fiscal year-end, audit season, budgets due)

Our staff are fully on-boarded and trained across financial systems, and can hit the ground running with a minimum of department-specific training.

On-campus business support services are provided at an hourly rate. All other services remain free of charge.

• Learn more about our reservation and tracking process.
• Please see our fee schedule.

Business Process Improvement

• Experienced associates on our team are available to assist with development of longer-term business process improvement strategies. Our process involves using qualitative and quantitative data to analyze structures and processes and provide an action plan outlining possible alternatives in order to maximize efficiencies.

Processes

Have a quick question? Just call anytime. Need more specific help? Our friendly and supportive staff can walk through any questions, whether basic or complex, in areas such as:

• Coding (Chart of Accounts or POET)
• Requisitions, POs, Invoicing and Receipting
• Expense Reports
• P-cards
• IDTs
• Expenditure Corrections
• Contracts

Reports

At your own pace, we can provide personalized hands-on training on commonly used financial reporting tools such as (but not limited to):

• Account Analysis Report
• Procure-to-Pay Report
• Outstanding P-Cards Transactions Report
• Expense Report Information
• Invoice Status Report
• PPM Reports
• General Accounting Dashboard
• Touchnet Report

Systems / Software

We can help with most basic office software, and can troubleshoot or coordinate training in these systems:

• WyoCloud Financial Management