Systems, Process & People

Systems, Process & People

Systems, Process & People

Disparate systems and processes can slow down or contribute to inefficiencies in your finance department functions. Our team specializes in optimizing systems, processes, and people to drive operational efficiencies, and scalability. With our solutions, your organization can also enhance reporting and visibility into enterprise performance.

Systems, Process & People Solutions

  • Accounting System Architecture and Business Process Optimization: Leverage our knowledge of best practices and deep experience in accounting system architecture and business process to improve your set-up. We provide system architecture, workflow, and data flow designs. Our team performs system architecture design, data gap analysis, data flow re-engineering, process flow documentation, and re-engineering to optimize your business processes.
  • Close Process Re-Engineering: Receive analysis from our team and assistance with redesigning close-process-related activities, optimizing the efficiency and effectiveness of accounting organization, including workflow revamp, documentation, training, and implementation of financial close management software.
  • System Implementation: Access assistance with end-to-end support from requirements gathering, system configuration, system integration and post go-live support. We have the unique ability to bridge the gap between accounting policies / requirements to system configuration and company operations. We are Oracle NetSuite Business Alliance partners.
  • System Integration / Optimization: Enlist our team to work within your current environment to help create efficiencies, increase accuracy and eliminate manual processes. We are well-versed in many common accounting systems including, but not limited to: Zuora, Zuora RevPro, SalesForce CRM, Apptus, Expensify, Concur, Accrualify, Floqast, Blackline, and Celigo.

Lisa Ricardo

Managing Director

 650.219.8841