BI.FAST: Business Intelligence, Finance, Accounting, Software, or Treasury (or Multiple)
PROCESS: Profit, Reporting, Optimization, Controls, Execution, Structure, or Scalability
CORP: Create, Overhaul, Replace, or Perfect
Solution: Set up an appointment to discuss solutions that will make your business more efficient
Measure: Set up an appointment to discuss the measures that will give insights for critical decisions
We focus on collecting relevant data, transforming it with software, gaining insights from advanced visualization tools, benchmarking, and developing thoughtful strategies to grow your business.
The development of budgets, financial statements, forecasting, financial modeling, assessing investments, and providing analytics is crucial to every business we help.
The correct accounting setup, coding, reconciliation, interest recording, and file processing can benefit the reporting and analysis outputs which help to drive critical decisions.
Data needs to be collected, organized, and delivered through multiple platforms so staff can scale their efforts and efficiencies can be achieved.
Start the next chapter of your growth with the banking, investing, merchant processing, forecasting, financing, working capital, intercompany loans, and cash management know-how to leverage your capital.
We measure our success with the bottom line since your business has an aim of creating profits by reducing the expenses of your operations and eliminating waste.
The most important strategic need of a company is a deep dive into data that brings actionable decisions from reporting at the department level up to the Board.
We are experts in identifying the process and shortening the Record to Report cycle to eliminate time spent on inefficient processes while leveraging the best software to turn time into cost savings.
There can be loopholes with banking, access to systems, and email fraud that are not caught by IT. We have seen attempts at fraud for years and can safeguard your financial assets with bank controls, internal validation, and proper administration rights from 45,000+ payment approvals under our management.
The heart of execution lies in three core areas:
1. Position
2. Process
3. Pressure
The success of your strategy relies on building a sustainable Accounting, Finance, and Treasury structure that replicates the most efficient and audit compliant base for your continued growth.
Your company is growing from $10M to $30M > $2B in 10 years and your staff need guidance on the latest software, best practices, and tools to transform the processes into leveraged and scalable solutions.
We are reachable by multiple methods to discuss your next project or tie in a completed project with a bigger idea.
When a solution does not exist at your company
When a solution exists at your company but it is fragmented, breaks, needs too much technical/manual adaptation, or does not operate as a streamlined process
When a solutions exists at your company but you have been considering or would like to consider a comparable option
When a solution exists at your company but you want a more professional or Board level package for presentation
Public, Private, Private Equity, Family & Nonprofit
Accounting, Treasury, Finance, Project Management & Consulting
Technology, Healthcare, Telecommunications, Retail, Real Estate, Financial Services, Education, Investment Research
Once the complete solution is delivered and/or integrated, we can be engaged for light training your staff on managing the solution.
Our Remote work environment security is as important as our professional services.
Online communication is best by Zoom, Teams, or Google Meet.
File exchange by SharePoint or Google Drive