Scott Berman Mba,Cpa Email & Phone Number

River North Financial Group provides financial and operational services driven by state of the art technology.1. Bookkeeping and Controllership2. Software solution for outsourced procurement driving down operating costs. 3. Financial technology around procure to pay automation. 4. Specialized Tax Incentives5. Operational technology to drive shipping efficiencies.6. Financial technology products to drive down payment costs i.e. Virtual Cards. 7. Affordable Health Care Solutions.8. Many other cost savings products to choose from. Please review the attached deck for a summary with more detail at www.rivernorthfinancialgroup.com

Chicago, Illinois, Us

Focus on your business and not on the bookkeeping. Our team can produce GAAP compliant books and records as well as help with any tax requirements you have. We will provide an environment with strong financial controls to ensure the safety of your assets and accuracy of your financial records. Use our CFO and Controllership services to help give your business financial acumen in a very cost-effective business model. We will provide you with income statements, balance sheets and statements of cash flows along with financial support to be able to engage with investors, bankers, or auditors.

▶︎𝗪𝗛𝗔𝗧 𝗜𝗦 𝗢𝗨𝗥 𝗖𝗢𝗠𝗣𝗥𝗘𝗛𝗘𝗡𝗦𝗜𝗩𝗘 𝗘𝗫𝗣𝗘𝗡𝗦𝗘 𝗥𝗘𝗗𝗨𝗖𝗧𝗜𝗢𝗡 𝗦𝗢𝗟𝗨𝗧𝗜𝗢𝗡:•Eliminate the uncertainty and frustration of not knowing if you are truly receiving the most competitive rates for every business expense on your books.•Use us to lower your expenses by benchmarking every one through our 10 million company, $6 trillion data lake, ensuring evidence-based savings.▶︎ 𝗪𝗛𝗢 𝗜𝗦 𝗧𝗛𝗜𝗦 𝗙𝗢𝗥:•If your business’s annual revenue exceeds $500K annually, this service is for you. •Here are some of the expense categories where we have made our client's ultra competitive and allowed they re-direct savings to growth:•Telecom/software•Waste •Treasury •Insurance•Textiles/Supplies•Transportation•Advertising•HR•Utilities▶︎ 𝗛𝗢𝗪 𝗜𝗧 𝗪𝗢𝗥𝗞𝗦:•You provide us with the general ledger of your company’s expenses. We calculate your potential savings on every expense presenting findings (generally within 3-5 business days). Your rates are compared to our data lake of 10 million companies based in the USA.•We then go to work, negotiating new rates with your current vendors on your company’s behalf.•We continually monitor, benchmark and optimize rate savings for you dynamically, and will renegotiate accordingly. •You have an expense watchdog in us, allowing you to run your business while we ensure you continually pay the best rates your vendors offer.•We either find you savings or no fee = 100% performance based. ▶︎ 𝗘𝗫𝗣𝗘𝗖𝗧𝗘𝗗 𝗢𝗨𝗧𝗖𝗢𝗠𝗘𝗦:• The average client sees a 25% reduction bottom line expenses (not including payroll) without switching vendors. Our goal is to find the best rate each vendor charges, and make sure that rate applies to your business!•You reap the benefits and vastly improve your bottom line. •You now can focus on growing revenue while we focus on reducing expense—this is a win-win for your bottom line.

▶︎ 𝗪𝗛𝗔𝗧 𝗜𝗦 𝗔𝗖𝗖𝗢𝗨𝗡𝗧𝗦 𝗣𝗔𝗬𝗔𝗕𝗟𝗘 𝗔𝗨𝗧𝗢𝗠𝗔𝗧𝗜𝗢𝗡:•We have created an award-winning electronic payment solution that can handle 100% of your payments and easily integrate with your current ERP.•Currently our AP system is used by more than 7,500 corporate customers, including world leading brands.▶︎ 𝗪𝗛𝗢 𝗜𝗦 𝗧𝗛𝗜𝗦 𝗙𝗢𝗥:•Our AP system is highly adaptive and scalable. We are suitable for small, mid or large sized businesses.•We look to partner with businesses looking to eliminate manual processes that slow down revenue growth.•For businesses that wish to move from check or cash payments, to a fully digital system, we also have an integrated virtual cards solution.▶︎ 𝗛𝗢𝗪 𝗜𝗧 𝗪𝗢𝗥𝗞𝗦:•We will process 100% of a client’s AP payments, regardless of payment type. The client will send payment instructions for a given payment batch and we will decision the payments and pay the supplier based on their preferred payment method, and reconciliation will occur automatically in the ERP.•Our solution is PCI & SOC 2 compliant, with seasoned management and major U.S. bank partners.•After an initial consultation we can implement fast. We can have a business up and running with fully integrated payables in as little as two weeks with just a few phone calls or video meetings.•There will be no downtime during the integration and no costs.▶︎ 𝗘𝗫𝗣𝗘𝗖𝗧𝗘𝗗 𝗢𝗨𝗧𝗖𝗢𝗠𝗘𝗦:•Receive monthly rebates and rewards on purchases with our automated payables systems.•Transform your AP Department from a Cost to Profit Center.

▶︎ 𝗪𝗛𝗔𝗧 𝗔𝗥𝗘 𝗦𝗣𝗘𝗖𝗜𝗔𝗟𝗜𝗭𝗘𝗗 𝗧𝗔𝗫 𝗜𝗡𝗖𝗘𝗡𝗧𝗜𝗩𝗘𝗦:•The Nation’s leading full-service stimulus consulting firm specializing in local, state and federal incentives. •To date, we have assisted in securing over $500M through our custom consulting process.•Completion of Cost Segregation Studies, Property Tax Recovery, Hiring Incentives and Manufacturing Tax Credit Studies. ▶︎ 𝗪𝗛𝗢 𝗜𝗦 𝗧𝗛𝗜𝗦 𝗙𝗢𝗥:•Our system is for Commercial Property Owners, Manufacturers, Employers, Automotive, Hotels, Medical, Restaurants, Funeral Homes and many other industries.•Our ideal clients are businesses that wish to realize considerable savings that would have otherwise gone to the IRS.•We help small to midsized Companies take advantage of tax credits that historically only the largest Companies in the Country do. ▶︎ 𝗛𝗢𝗪 𝗜𝗧 𝗪𝗢𝗥𝗞𝗦:•We can do this by using Proprietary Software we have developed.•Working remotely or in person, during a 20 minute Q&A we can determine your available tax incentives.•.Following an initial call, we move to the Discovery Phase, where a dedicated Account Manager verifies the data submitted. ▶︎ 𝗘𝗫𝗣𝗘𝗖𝗧𝗘𝗗 𝗢𝗨𝗧𝗖𝗢𝗠𝗘𝗦:•15-43%+ in tax credits with variances for industry and qualifying tax credits.•Commercial Property purchases or renovations within the last 20 years can qualify for Federal Incentives.•Property Taxes make up over one-third of taxes paid by U.S. Businesses and are often overcharged by 15% - 20%.•Small businesses may qualify for up to $1.25 M for the R&D Tax Credit.•Clients can gain on average $2,400 per qualified employees.

▶︎ 𝗪𝗛𝗔𝗧 𝗜𝗦 𝗦𝗛𝗜𝗣𝗦𝗧𝗢𝗥𝗘:•SHIPSTORE is an enterprise level shipping software, but with the simplicity of an everyday user-driven interface. •It's designed specifically to take a huge frustration out of the shipping process; by putting FedEx, UPS and USPS systems into one dashboard.•It automates shipments (quoting, booking, scheduling, tracking, delivery) - while integrating with any 3PL, TMS, WMS or ERP.▶︎ 𝗪𝗛𝗢 𝗜𝗦 𝗧𝗛𝗜𝗦 𝗙𝗢𝗥:•SHIPSTORE is for any shipper that is looking to optimize their shipping strategy and truly improve operational efficiency.•It's for shippers that want the option of multi-carrier/multi-mode decisions in real time, and have access, to best-in-class rates for small packages, parcels & LTL.•As a web based software, it allows shipping direct from stores, DC’s, 3PL Fulfillment Partners, and warehouses.▶︎ 𝗛𝗢𝗪 𝗜𝗧 𝗪𝗢𝗥𝗞𝗦:•Our system is a carrier agnostic solution, that automatically connects all available SmallPackage, Parcel and LTL carrier systems, allowing you to automatically rate shop every shipment.•Because our clients have aggregated volume through our software, (some 200 Million parcels shipped annually), we’re able to pass wholesale rates onto our clients.•SHIPSTORE is also designed to accommodate your existing tools and resources,meaning you don’t have to change the way you do business to fit your shipping needs.▶︎ 𝗘𝗫𝗣𝗘𝗖𝗧𝗘𝗗 𝗢𝗨𝗧𝗖𝗢𝗠𝗘𝗦:•Our clients typically see 15%+ savings in annual shipping spend.•Massive time savings due to a more efficient workflow and process.

▶︎ 𝗪𝗛𝗔𝗧 𝗔𝗥𝗘 𝗩𝗜𝗥𝗧𝗨𝗔𝗟 𝗖𝗔𝗥𝗗𝗦:•Virtual Cards are essentially an online version of your static credit card. They allow for fast invoice settlement, rock-solid security and perfectly aligned reconciliations.•As credit cards for business are an important cog in your machine, compromised cards can cause huge disruption. Virtual Card's single-use transactions, means that as a transaction is finished, the virtual credit card number can not be used again.•Virtual Cards give you total control and real time monitoring of employee spending.▶︎ 𝗪𝗛𝗢 𝗜𝗦 𝗧𝗛𝗜𝗦 𝗙𝗢𝗥:•Virtual Cards make payments easy and automatic for any size business.•Suitable for businesses looking to eliminate manual processes that slow down revenue growth.•Businesses looking to make efficient payments that also produce additional revenue for the company.▶︎ 𝗛𝗢𝗪 𝗜𝗧 𝗪𝗢𝗥𝗞𝗦:•Virtual Cards follow the same process as your current check runs. You can perform a payment run exactly as you do now.•Instead of “sending” a payment batch to the check printer to be stuffed and mailed, you will send the payment batch and we will automatically create and send out the virtual cards.•Our system allows for a single-use virtual card number being created, approved for the exact amount of the invoice(s) and it is associated with your ERP or AP.•Real-time controls allow you to set how much, when, and where the card number can be used and puts a stop to unapproved spending.▶︎ 𝗘𝗫𝗣𝗘𝗖𝗧𝗘𝗗 𝗢𝗨𝗧𝗖𝗢𝗠𝗘𝗦:•Using the Virtual Cards will see you receive monthly rebates and rewards on purchases with our automated payables systems.•Transform your AP Department from a Cost to Profit Center.•Virtual Card unique numbers are associate with each invoice and this creates effortless expense reporting and eliminates duplicate payments.

▶︎ 𝗪𝗛𝗔𝗧 𝗜𝗦 𝗢𝗨𝗥 "𝗦𝗔𝗠𝗘 𝗗𝗔𝗬 𝗣𝗔𝗬" 𝗦𝗬𝗦𝗧𝗘𝗠:•Our system allows you to pay your employees digitally—and immediately in emergencies—after each shift; whether that's in wages, tips, or mileage reimbursement.•With 78% of workers living paycheck to paycheck, Same Day Pay allowsimmediate relief for many employees.•Help your employees manage short-term cash flow problems, avoid overdraft and other traditional bank fees.▶︎ 𝗪𝗛𝗢 𝗜𝗦 𝗧𝗛𝗜𝗦 𝗙𝗢𝗥:•Our system is for any business that is paying workers on a hourly rate. In the USA we see some 80 million such employees.•Our ideal clients are businesses that wish to bring meaningful financial wellness benefits to their staff.•Digital payments allow you to ditch cash and paper check payment methods and associated resources needed to process these payments.▶︎ 𝗛𝗢𝗪 𝗜𝗧 𝗪𝗢𝗥𝗞𝗦:•The entire system can be up and running in as little as a week.•No changes to payroll or pay cycles.•No minimum commitment.•Employees can sign up right from their smartphones.•Employees are issued a no-fee debit card.▶︎ 𝗘𝗫𝗣𝗘𝗖𝗧𝗘𝗗 𝗢𝗨𝗧𝗖𝗢𝗠𝗘𝗦:•Reduced turnover up to 13% in Fortune 500s and mid-sized companies.•Cut turnover costs.•Boost productivity.•Attract and retain more talent.•There is NO cost to either you or your employees.•Our budgeting tools give employees at-a-glance data and insights into their spending habits, help them track upcoming bills, and alert them if their balance gets too low.•Prevents overdraft and maintenance fees, which could keep your employees in a cycle of debt.•Can help eliminate the need for them to take out high-interest payday loans.

▶︎ 𝗪𝗛𝗔𝗧 𝗜𝗦 𝗢𝗨𝗥 𝗛𝗘𝗔𝗟𝗧𝗛 𝗖𝗔𝗥𝗘 𝗖𝗢𝗥𝗣𝗢𝗥𝗔𝗧𝗘 𝗦𝗢𝗟𝗨𝗧𝗜𝗢𝗡:•This health benefits solution has a simple mission: to truly help employers make the BEST solution for their business, through strategically crafted benefit offerings.• Experience matters: There are over 530,00 members under these plans, with 2.2M claims paid. •Every business is unique and no path to success looks the same. Custom designed health plans and benefits will meet every employer’s unique health and operational needs, both now and into the future▶︎ 𝗪𝗛𝗢 𝗜𝗦 𝗧𝗛𝗜𝗦 𝗙𝗢𝗥:•These plans focus on mid to enterprise sized companies that understand the right health plan does more than just provide benefits. It provides peace of mind for both employees and employers and contributes to the overall success of the organization.•Companies with 50 - 100 employees can see significant benefits in all industries and across all locations of the USA.▶︎ 𝗛𝗢𝗪 𝗜𝗧 𝗪𝗢𝗥𝗞𝗦:•This solution leverages direct contracts, employee awareness, and competition to drive the total cost of care down. It is both Value and Cost focus. Your specialized solution will provide the value you want for a lower cost.•Each employer will get specialized treatment to determine the needs, and a solution will be crafted for the best fit, ensuring that your benefits remain in full compliance in all States•The system utilizes a model that ultimately means the company saves money and employees get the coverage they deserve and want.▶︎ 𝗘𝗫𝗣𝗘𝗖𝗧𝗘𝗗 𝗢𝗨𝗧𝗖𝗢𝗠𝗘𝗦:• The average client sees a 12-25% reduction on their current health care strategy. This approach creates awareness and competition to drive out cost. 12%-25% Health Care Cost Savings!•Your employees will know the costs of procedures in advance, giving them a chance to evaluate and select the facility that best suits their needs. No surprises, no red tape; employees shop, evaluate and decide.

𝗘𝗫𝗣𝗘𝗡𝗦𝗘 𝗥𝗘𝗗𝗨𝗖𝗧𝗜𝗢𝗡 𝗗𝗜𝗦𝗖𝗢𝗩𝗘𝗥𝗬: In a 30 minute call we can explore some core areas of expense that we can have impact on by reducing them and freeing up cash flow for your business. 𝗘𝗫𝗣𝗘𝗖𝗧𝗘𝗗 𝗢𝗨𝗧𝗖𝗢𝗠𝗘𝗦: After our session we will have a definitive road-map in place for next steps to start reducing your business expenses.𝗖𝗟𝗔𝗜𝗠 𝗬𝗢𝗨𝗥 𝗦𝗘𝗦𝗦𝗜𝗢𝗡: Select on https://rivernorthfinancialgroup.com/Contact-Us to take you to my DISCOVERY SESSION BOOKING PAGE.

Executive Mba

Mba, Executive Program

Mba, Finance, General

Bachelor Of Science - Bs In Management, Accounting And Finance

Bsm, Accounting

Accounting