Finance Operations & Automation

Close the books faster, automate what can be automated, report what matters. Make finance an asset, not a bottleneck.

When You Need This

• Finance team is overwhelmed
• Close process is slow and manual (10+ days)
• Reporting is inconsistent or late
• Growth is outpacing finance infrastructure
• Need process improvement
• Too much manual work, not enough analysis

What We Do

Redesign Close Process - Map current process, eliminate waste, automate repetitive tasks, reduce close time 40-60%.
Improve Reporting - Build management reporting package: P&L with variance analysis, cash flow, KPIs, budget vs. actual.
Automate Where Possible - We use automation and modern tools to reduce manual work, speed up closes, and surface issues early - but judgment remains human. Automated: transaction categorization, account reconciliations, report generation, data consolidation. Human: variance analysis, strategic decisions, complex judgment calls, client communication.
Train Finance Team - Mentor bookkeeper/controller, document processes, transfer knowledge, build capabilities.
Implement Controls - Proper approval workflows, segregation of duties, documentation requirements.

How Engagements Work

Operations improvement is typically ongoing support. Scope depends on: current process efficiency, team capacity and skill level, transaction volume, system capabilities, growth trajectory. Initial improvement typically takes 2-3 months, followed by ongoing optimization. Next step: Process assessment to identify improvement opportunities.

What You Get

• Faster close (typically 40-60% reduction)
• Consistent management reporting
• Automated repetitive tasks
• Documented processes
• Trained team

Real Example

SaaS company, $8M ARR - Close taking 12 days. Finance team buried in reconciliations. No time for analysis.

What we did: Automated reconciliations for high-volume accounts. Implemented pre-close checklist. Built real-time revenue dashboard. Trained controller on variance analysis.

Result: Close reduced to 5 days. Team spending 70% time on analysis vs. 30% before. Better insights driving business decisions.

Common Questions

Q: Will you replace our team?
A: No. We improve processes and train your team. We work alongside them.

Q: What tools do you use?
A: We work with your current systems. We recommend improvements where helpful but don't force change.

Q: How much time can we actually save?
A: Most clients reduce close time 40-60%. Free up 20-30 hours/month per person.

Want more efficient finance?