Redesign how your finance work runs

The workflow lives in three people's heads and four spreadsheets. Everyone agrees it should change, and nobody has the weeks to redraw it. We do that work with you, one process or one area at a time.

Map it with the people who run it

We list the steps, owners, systems and handoffs with the people who do the work.

The four groups

Each step goes into one of four groups:

• Remove it, if it exists only because of an old habit or an old system.
• Rules-based automation, for steps with fixed inputs and one correct answer.
• Agent-assisted, where an agent does the repeat work and your team stays involved.
• Person-led, for steps that need professional judgment. Those stay with your team.

Pick the few changes worth making

We rank the changes by value, risk and readiness. You decide which ones go ahead and what stays with a person.

Review the drafted steps and train

We build the new steps with you, write the procedures, and train your team. You get the process map, the new steps, the written procedures and the training.

Your first step

One working session on the process that costs your team the most hours.

If the CFO seat is open

See Fractional CFO.