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How We Can Help.


We have the professional expertise in Finance Transformation, and have experience working on projects involving Finance Strategy, Operational Process Redesign, Regulatory Reform, and Integrated Performance Management.


We craft our solutions to meet your business needs, whether we are assisting you in forming a Project Management Office (PMO) that gets the job done by using industry best practices and tested approaches that are comprehensive and effective, or if we are performing a Financial Close Optimization Assessment to streamline your month end close process. We can also assist in the integration of the assessment recommendations in an effort to fully integrate your people, process and technology.


We can help you in the redesign of accounting processes and align these changes to the written accounting policies, procedures and training, or we can redesign processes to enable them to align to new and changing strategies. We then follow up with accompanying written policies, procedures and employee training using various methods from "train the trainer" to concierge training approaches.


We can assist you with merger and acquisition strategy by mapping out the scope of work and different work streams necessary to reach your Day 1 readiness.


We can also work with you to mitigate risk events using a proactive approach of monitoring and regular communication, assisting you in identifying actions that create a risky operating environment in your organization.


In the process of getting the job done, we facilitate workshops, team meetings, and weekly updates. We document project definitions as well as develop project plans. We also assess resource requirements for execution and integrate all activities into a project tracking framework. In summary, we gather data, analyze, and monitor to make every project a success.