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Achieve future-ready financial operations

We help finance teams become top value creators in their business by combining expert resources with leading digital technologies.

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The CFO Role Has Changed

You are wearing more hats than ever.

Gone are the days when CFOs and Accounting Leaders kept their noses in the books and number crunch. Common back-office functions have multiple operational departments, like HR, IT, purchasing, and facilities, and rolling under the CFO's leadership and oversight. Further, the CFO is recognized as a mission-critical seat at the table. All of these expanding hats are further challenged by needing to do more with less and feeling the pressures to keep budgets tight in the finance department. 

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What We Do: CFO Services

We solve complex challenges with innovative solutions.

We know that clunky tech and inefficient business operations slow your business down. That's where we come in. Our strategy merges practicality with a strategic vision anchored in the principles of lean operations. We provide comprehensive omnichannel service desk solutions, including corporate finance consulting, that integrate with your current technology infrastructure, enabling us to move forward, establish objectives, and focus on achieving overarching goals.

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Our People Are Your People

Our experts become an extension of your team.

Our clients come to us with a range of financial services requests, from filling a key finance role to tackling a major project such as new ERP software implementation or improvement of complex financial reporting and accounting processes. Our expert advice is tailored to your specific needs, and we regularly update our services to stay ahead of industry trends and deliver the best possible outcomes for your business.

Our customers have unique businesses and pain points but all share a few common themes

Do any of these sound familiar?
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Missing visibility into financial data and reporting

Without effort, you can't easily see and understand your data, cash burn, profitability, or overall business health. Current reporting capabilities are lacking and error-prone.

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Inconsistent and lengthy financial close process

Your monthly close cycle takes longer than 15 days to complete, and monthly tasks lack clear ownership and completion due dates. Your close checklist(s) are dated, incomplete, or nonexistent. 
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Manual processes and outdated systems

Your team spends more time auditing the data than analyzing the results. A noteworthy amount of time is spent correcting manual errors or adjusting already-posted transactions.
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Feeling overwhelmed? Don't sweat it. We create order out of chaos.

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Build confidence in the NetSuite ecosystem.

Sync your systems and eliminate unnecessary stress with an end-to-end ERP platform that actually serves the full range of your complex needs.

Our Typical Sales Discovery Process

The first step to take across all of our services is booking a strategy call with us.

STEP 1: Discovery Call

We'll cover your pain points, goals, current state vs. desired state, budget, and timeline, as well as provide a Continuous Scale overview.

STEP 2: Scope & Commitment

We'll share your custom path to clarity, scoping worksheet, and pricing plan and address any Q&A from your internal team discussions.

STEP 3: Sign Contract

Make it official by signing a contract, and scheduling your kick-off. Complete the initial operational and communication preferences questionnaire, and send out your team survey.

STEP 4: Kickoff

Discuss the key operational pain points and process areas to pinpoint frustrations, bottlenecks, and inefficiencies to gain alignment and clarity across the organization.
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How can we help you?

The first step is to start a conversation. Book a call with one of our experts to better understand your needs and build the right-sized solution for your business.