Consulting Services

Process Improvements and Technology Assessments

The Best Practice Review Process

A Best Practice Review provides insight into how your accounting and procedures can be streamlined. We find efficiencies that save time, improve reporting, and strengthen internal controls.

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Kickoff & Interview Process

Interview all members of your team that are involved in financial processes.

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Identify Bottlenecks

Capture the current state and identify areas in need of improvement: management letter comments, internal controls, efficiences, bottlenecks, manual systems.

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Brainstorm Solutions

Working with your team, solutions are developed to achieve your optimal future state. This involves leveraging technology and staff.

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Capture Findings & Plan Implementation

Report our findings, recommendations, and share with management. Deliverables include a Best Practice Review report and workplan ready for implementation.

Implementing the findings of a Best Practice Review

We guide your team through implementation, ensuring full use, and understanding of new procedures. We also advise on technology selection and add-on accounting related tools.

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Document Future State & Processes that Feed into a P&P Manual

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Implement New Processes & Accounting Technology

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Rollout Changes & Train Staff