Advisory & Consulting

  • Strategic Planning & Development
  • Key Performance Indicators & Metrics
  • Budgeting & Projections
  • Cash flow Forecasting
  • Operational Assessment
  • Process Automation & Efficiency Implementation
  • Workflow Improvement

Bookkeeping & Accounting

  • Daily Transactions
  • Bank & Credit Card Reconciliations
  • Sales Tax Filings
  • Time Billing & Invoicing
  • Payroll
  • General Ledger
  • Accounts Payable
  • Accounts Receivable
  • Inventory
  • Fixed Assets
  • Work in Process
  • Job Costing
  • Financial Reporting
  • 1099 Filings
  • Coordination with External Tax Preparer
  • One-time Clean up

Purchasing & Procurement

  • Design Procurement
  • Vendor Quote & Pricing Requests (RFQs)
  • Proposal Creation
  • Order Placement per Approved Proposal
  • Order Tracking
  • Order Status Reporting with ETAs
  • Lead Time & Backorder Updates
  • Payment Discrepancy Resolution & Item Pricing Updates
  • Reporting & Optimization

Recruiting & Staffing

  • Candidate Sourcing and Screening
  • Multichannel Marketing
  • Salary and Benefits Review
  • Initial Video Call Interviews
  • Interview Tips and Tricks
  • Software Assessments – Studio Designer or QBO
  • Custom Skill Assessments
  • DISC Profile
  • Nationwide Background Check
  • Salary Negotiation
  • Talent Package
  • Onboarding Guide 
  • Faster, Easier Hiring

Software Migration

  • Period End Balances
  • Address ID Lists
  • Tax Locations
  • Items & Images
  • Open Proposals, Purchase Orders, & Unbilled Expenses
  • Open Invoices & Bills
  • Products & Inventory

Account Setup

  • Company & Reporting Defaults
  • Employee(s)
  • Address IDs & Defaults
  • Chart of Accounts
  • Rooms & Room Lists
  • Tax Locations
  • Sales Codes & Other Costs
  • Activities & Time Rates
  • Products & Inventory
  • Custom Reports

Software Training

  • Software Integration
  • New User Set Up
  • Address IDs & Defaults
  • Rooms & Room Lists
  • Tax Locations
  • Sales Codes & Other Costs
  • Items & Images
  • Employee Activities & Time Rates
  • Products & Inventory
  • Money In & Money Out
  • Bank Imports & Reconciliations
  • Time Billing & Invoicing
  • Document Management
  • Client & Vendor Portals
  • Accounting Workflow
  • Reporting
  • New or Advanced Features
  • Troubleshooting & Resolution
  • Custom Training Videos & Materials

Interior Design Purchasing

| Simple Process. Clear Communication. Accurate Information. With over 15 years of experience in project management, we at CVW Accounting understand that time is one of the most precious resources we have. We also understand the importance of having the right people in the right roles. At CVW Accounting, we act as a purchasing agent for interior designers by carrying out the interior design purchasing process from start to finish--quickly, seamlessly, and reliably. Our interior design purchasing services alleviate designers of some of the busy work allowing them the freedom and time to focus on what they enjoy and do best.

Studio Designer Purchasing

| At CVW Accounting, we specialize in purchasing for interior designers using Studio Designer. As the leading application for interior design professionals, Studio Designer’s online platform allows us to provide real-time updates, accurate status reports, and simple purchasing management. Our approach to Studio Designer purchasing is to make the most of the tool by optimizing vendor, client and company profiles and to automate the interior design purchasing process as much as possible. Item descriptions are also templated, so there is always visibility into the exact details of each order--and attention to the details that are missing. Our Studio Designer purchasing services are customized to the needs of each designer and may include services such as requesting vendor quotes, building Studio Proposals, managing lead times, placing orders, regular reporting, and accounting reconciling.

Purchasing Agent for interior designers

| As a purchasing agent for interior designers, we instill clear and direct communication in our collaboration to provide a high level of value to both the designer and the designer’s clients. When placing orders, we understand that anything can (and will) happen. We believe that clear communication, detailed record keeping, and regular reporting puts us in the best position to proactively avoid issues and delays. As a purchasing agent for interior design professionals, CVW Accounting’s sole focus is to provide the most accurate and up to date information possible. Our Studio Designer reporting and problem-solving mindset takes the guesswork out of order tracking and status updates.

Purchasing for Interior Designers

| By providing virtual and online support, we simplify the process of purchasing for interior designers. After an initial kick-off meeting with the designer to understand their process, we provide purchasing support specifically tailored to their needs. The interior design industry is unique in itself and purchasing for interior designers is no exception. We provide same day order placement for small orders and understand how to prioritize the order placement for large orders--focusing on custom items with long lead times and items that need multiple levels of approval. Every design firm, just like every beautiful space, provides unique advantages and challenges. Our goal is to complement and enhance the designer’s existing framework in order to provide them and their clients with a painless and transparent experience they won’t soon forget.

Proudly serving clients in Chicago and nationwide.