An Analytical Approach
Clear-Eyed Assessments Before You Spend, Switch, or Scale
Evaluation
& Advisory
What We Evaluate
Our assessments cover the full financial operation, including:
Close & Consolidation
Cycle time, reconciliation discipline, and consolidation accuracy
Internal Controls
Segregation of duties, system-enforced controls, and audit readiness
Cash & Treasury
Forecasting accuracy, bank reconciliation discipline, and liquidity visibility
Tech Stack
Whether current platforms still match the size, complexity, and trajectory of the business
Planning & Analytical Reporting
Management & GAAP reporting compliance, and the flexibility to ad-hoc report on what leadership needs
Revenue & Collections
Order-to-cash flow, billing accuracy, DSO drivers, and credit management practices
Team Structure
Roles, workload distribution, skill gaps, and back-up resource training
ERP &
Sub-Ledger
Configuration, structured information, data quality, integration integrity, and utilization of features already owned
Procure-to-Pay
Supplier management, approval workflows, disbursement controls, and working capital impact
When to Engage Us
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You suspect your ERP is the problem, and want a second opinion before committing to a replacement
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The close is taking too long and you need to understand why
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A new CFO or Controller wants an independent baseline of the operation they've inherited
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Private equity or board stakeholders are asking hard questions about scalability
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Growth, acquisition, or restructuring has outpaced your existing processes
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An audit, restatement, or material weakness has exposed gaps that need objective assessment
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You're preparing to invest in new technology and want to make sure you're solving the right problem
Why Independent Advice Matters
Software vendors recommend software.
Implementation firms recommend implementations.
Outsourcing providers recommend outsourcing.
Our consultants have nothing to sell beyond their judgment.
They've sat in your seat, owned the close, faced the auditors, and made the build-versus-buy decisions you're now weighing.