Assessment Tools

Proficiency Assessments for CSR & Accounting Staff

  • Tests available online
  • Detailed summary and results provided to management
  • Assistance with training program to improve staff efficiency on AMS360
  • Learn cool tips and tricks to better utilize your management system

Cost:

  • 1 – 10 employees: $75 each plus 1 hour to review ($175.00), summarize, and discuss
  • 11 – 25 employees: $60 each plus 1 hour to review ($175.00), summarize, and discuss
  • 26 – 100 employees: $50 each plus 2 hours to review ($350.00), summarize, and discuss

Utilization Review / Procedure Manual Audit

  • Most in-depth analysis of staff!
  • Audit workflows and existing procedures or best practices within agency
  • Receive recommendations for efficient workflows and ensure a smooth audit trail
  • Identify areas of concerns that can lead to E&O issues

Cost: varies based on size of agency

Accounting Report Card

  • This tool identifies an agency’s strengths and weaknesses in the accounting department
  • Our accounting specialist will spend 2 to 3 hours analyzing your agency accounting while logged into your management system
  • You will receive a report card that scores your agency in all areas and a phone call to review results

Cost: $500 per Division

VCFO Snapshot

  • Birdseye, big-picture review of overall agency financial health
  • Asset Management
  • Trust Ratios
  • Retained Earnings
  • Trending P&L
  • You will receive a report card that scores your agency in all areas and a phone call to review results

Cost: $500 per Division

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