Team Restructuring

What this service is

Practical redesign of your finance/back-office org—roles, capacity, and skills—so the right work is done by the right people at the right cost.

Who it’s for

Leaders scaling fast (or fixing churn) who need clarity on who does what, when, and with which tools.

What we do

• Workload scan: map recurring tasks, peaks, and bottlenecks.

• Org design: roles, spans/layers, job descriptions, and KPIs by role.

• Insourcing/outsourcing mix: what stays in-house vs. what we run for you.

• Hiring plan: sequences, interview scorecards, and onboarding plans.

• Playbooks: SOPs per role, RACI, and coverage calendars.

Package notes (what scales up)

Multi-entity orgs, shared-services models, and interim leadership coverage.

Output & delivery

• Target org chart & transition plan

• Role scorecards and job descriptions

• 30/60/90 onboarding kits per role

What we need from you

• Current org, task inventory, tool stack, and growth goals.

Timeline

3–6 weeks plus optional quarterly tune-ups.

Pricing drivers

Team size, change depth, recruiting support, and interim coverage.

Quality & security

Documented decisions, confidentiality safeguards, and least-privilege system access during transitions.

Popular add-ons

Business Workflow Optimization • KPI Scorecards