Business Advisory & Consulting

What this service is

Hands-on advisory to improve how your finance and back office operate—people, process, and systems. We diagnose bottlenecks, design better workflows, implement the right tools, and coach your team so improvements stick.

Best results: Advisory is most effective when packaged with recurring accounting services (Bookkeeping & Close, Financial Reporting, Bill Pay, Payroll). Ongoing data gives us better insight and faster execution.

Who it’s for

Owners and finance leaders who want a sharper, scalable back office—without hiring a full internal transformation team.

What we do (common engagements)

• Back-office assessment: current-state mapping, pain-point analysis, KPI baselines, and a 90-day improvement roadmap.

• Workflow design & SOPs: AP/AR, month-end close, expense, receipts, and document flow; RACI and SLAs.

• Systems selection & implementation: QBO/Xero/NetSuite stack design, Ramp spend controls, bill pay, receipt capture, time/payroll; NetSuite advisory for mid-market.

• Policy & controls tune-up: spend policies, approval thresholds, segregation of duties, audit trail, and WISP alignment.

• Data & reporting foundations: COA redesign, class/location strategy, source-of-truth rules, and report mapping.

• Cash discipline: 13-week operating cash tracker, collections cadence, and vendor terms strategy.

• Change management & training: playbooks, quick-hit videos, and live sessions for process adoption.

• Project leadership (PMO-lite): clear milestones, owners, and cadence until the new way of working is “business as usual.”

Engagement formats

• Quick Win Sprint (4–6 weeks): focused fixes (e.g., AP workflow + Ramp rollout + close checklist).

• Core Build (8–12 weeks): end-to-end back-office redesign with systems implementation and SOPs.

• Ongoing Advisory (monthly): cadence reviews, KPI checkpoints, and continuous optimization—ideal alongside recurring accounting.

Package notes (what scales up at higher tiers)

• Deeper systems work (multi-entity, consolidations, NetSuite advisory).

• Broader policy/controls program and formal training kits.

• More frequent onsite/virtual workshops and tighter SLAs.

• Expanded PMO support across departments (ops, sales, field).

Deliverables

• Current- vs. future-state process maps and a prioritized roadmap.

• SOPs/checklists, RACI, and SLAs ready for team use.

• Configured tools (as scoped) with admin handoff and documentation.

• KPI starter pack and a 30/60/90-day adoption plan.

• Close-out memo with results achieved and next recommendations.

What we need from you

• One executive sponsor and a day-to-day lead.

• Tool access (admin) and sample datasets.

• Agreement on project goals, success metrics, and meeting cadence.

• Willingness to test, iterate, and adopt the new process.

Timeline

• Sprint: 4–6 weeks

• Core Build: 8–12 weeks
  Timelines adjust with entity count, integrations, and availability.

Pricing drivers

Scope (workflows/systems), entity complexity, integrations (HRIS/time/ERP), training depth, PMO intensity, and whether advisory is bundled with recurring accounting.

Quality & security

Documented change logs, version-controlled SOPs, least-privilege access, MFA on connected apps, and WISP-aligned practices. We never request unnecessary sensitive data.

Popular add-ons

• 13-week cash modeling + collections playbook

• Vendor consolidation & pricing review

• Close acceleration plan (cut 5–10 business days)

• Data cleanup & COA redesign with class/location strategy

• Management meeting cadence & KPI scorecards