Training ensures that an organization moves smoothly from system implementation to productive use.
A training needs analysis is built into every implementation.
Daily tasks with software and office procedures.
Month-end closings and balancing.
Define specific individual needs and providing on going support.
Create procedures for daily, weekly, monthly and yearly processes.
Create case studies based on a typical scenario to guide your team to work through job related problems.
Training is one of the most integral components of a project plan ensuring a successful implementation of any system. To that extent, all of our project plans include visits by our trainers for onsite training at your facilities with your staff.
Trust Accounting for Cemeteries and Mortuaries
Have you found it quite difficult to locate a CPA who understands the cemetery/funeral home industry and can provide expert advice to help you manage your cemetery or funeral trusts? Do you find yourself constantly educating your current independent accountant, making inefficient use of your time and money and increasing your frustrations?
MDS has expertise in Pre-Need Merchandise/Service, Perpetual Care and Pre-Need Funeral trust laws in 49 states and Canada. Can prepare trust balance reports, balance the trust accounts and create procedures for tracking of trust.
Here are some examples in trusting accounting that MDS can help:
Pre-Need Trust Funds:
Assist in accumulated income allocated between remaining contracts and contracts previously fulfilled.
Determine amount of income that can be distributed.
Regulatory Matters:
Assist Prepare Annual Filings With State Regulatory Agencies.
Provide audited, reviewed or compiled financial statements of entity or trust funds as required by State.
