Finance & Accounting Operations | Efficiency, Scale & Transformation

This service is designed for CFOs looking to modernize finance for growth, PE-backed companies preparing for scale or exit, and businesses pursuing M&A that need seamless finance integration. It’s also ideal for leaders facing manual processes, talent gaps, or outdated systems who want to streamline operations, improve efficiency, and gain actionable financial insights.

Manual, spreadsheet-driven close cycles that waste time

Talent misaligned or underutilized → leaders stuck in the weeds

Legacy systems that can’t keep up with growth

Disconnected data and reporting → no single source of truth

Automation opportunities left untapped

M&A integrations stalled by lack of finance readiness

Services We Offer

Full-Service Finance Operations Support

Diagnostics & Gap Assessment

Evaluate people, processes, and in-place systems against best practices

Process Streamlining

Redesign close, Accounts Payable/Account Receivable, reporting workflows for efficiency and accuracy

Automation & Tools

Implement RPA, dashboards, and self-service analytics

System Implementations

ERP selection, design, and deployment (Oracle, SAP, Enertia, Quorum, etc.)

Organizational Alignment

Role clarity, RACI, and finance operating model for scale

Growth & M&A Projects

Carveouts, integrations, and scalability roadmaps.

Outcomes You Can Count On

50%

faster close cycles through streamlined processes and automation

3x ROI

on technology investment unlocked by aligning tools to business needs

15% capacity increase

Finance teams freed for strategy talent aligned to higher-value work

3-6 months

Saved on average by clients on project engagements. Smooth ERP & M&A transitions with less disruption and more value capture

We connect and plan to align on transformation goals, discover and benchmark gaps in people, processes, and systems, and build a pragmatic roadmap balancing quick wins with long-term impact. Then we integrate and optimize systems, workflows, and teams — and measure and improve to track KPIs and drive continuous results.

Diagnostics & Roadmap

gap analysis and roadmap design (6-8 weeks)

Transformation Projects

process, automation, system implementation (3-12 months)

M&A Integration Support

pre- and post-close finance integration

Frequently Asked Questions

What’s the difference between this and Managed Services?

Managed Services handles execution. Finance & Accounting Ops is about transformation and scale

Do you implement systems?

Yes. We guide Enterprise Resource Planning selection and deliver implementations for Oracle, SAP, Enertia, Quorum, and more

How do you approach automation?

We use RPA, BI, and workflow automation to eliminate manual tasks

Do you support M&A activity?

Yes. We deliver pre-deal diligence, Day 1 readiness, and post-close integration

Build a finance function that scales with your business

Who's It For

Problems We Solve

Full-Service Finance Operations Support

Outcomes You Can Count On

50%

Stronger controls & compliance