Month end close takes too long
What used to take five days now takes twelve, and every month feels like a scramble to the finish.
Are we a fit?
Are we a fit?
Most close problems aren't accounting problems: they're cadence problems. We sit with your team, find where the friction is coming from and the time is leaking, and work together to rebuild the close around how your finance org actually works.
You don't need a diagnosis to know when the numbers are running the team instead of the other way around.
What used to take five days now takes twelve, and every month feels like a scramble to the finish.
The team is over capacity, or close has outgrown the current team structure and needs experienced leadership.
Critical numbers live in one person's email or spreadsheet and are stitched together by hand every single cycle.
Projects start with good intentions, but no one has the capacity to keep them moving.
Responsibilities are scattered across the team, so tasks slip through the cracks and no one is managing the entire close.
Legacy tools, new systems, and manual workarounds are creating more friction than they solve.
Requests pile up, fieldwork is delayed, and prep starts later than anyone wants. It's the same scramble every year.
The process lives in people's heads, so every close starts with figuring out what to do and where to find what's needed, with no real plan for continuity.
The work usually starts in one of three places. Find the one that fits, and picture what flow looks like on the far side of it.
Systems built around a cadence the team can keep.
The projects that keep getting pushed finally move forward.
Audit-ready books, reporting, and board materials covered.
Anonymized, but real. A sneak peek at the work.
Growth had outpaced the accounting structure, and a funding requirement called for an accrual-basis audit. We rebuilt the foundation and stood the year up for review.
The Director of Finance gave notice mid-audit, a year into private equity ownership. We stepped into the seat so close, payroll, and board reporting never stopped.
A few questions so we can point you in the right direction. No pitch, no pressure.
Are we a fit?