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Financial Operations Makeover

For service-based companies that want to improve their financial operations.



The Financial Operations Makeover provides answers to these three questions:

  • Where are we now?
  • Where do we want to be?
  • How do we get there?

It's a 6-week program that gets your business' financial operations up to date like we believe every business should be in 2017. We work with you and your finance team to transition your books to the cloud, implement time-saving tools that will eliminate manual processes and headaches. This program focuses on increasing cash flow, streamlining invoicing, billing, and collections, establishing key performance indicators, and integrating an interactive cash flow model you can use to monitor your cash position.

It comes with a financial health assessment, which will help you better understand your company's financial position and highlight areas of improvement and give you a plan for how to make these improvements become a reality. We'll also take care of all the implementations, provide training for your team, so your business runs more smoothly than it ever has before.

7 indicators your business needs a makeover

  1. You don't have accurate financial data or well-organized books.
  2. You don't have a ongoing cash flow management plan.
  3. You don't know the profit margins on each service you offer.
  4. You don't track business performance with key metrics and share them with your management team.
  5. You don't adopt new business tools and technology.
  6. You don't have a strategic plan for meeting your goals and initiatives.
  7. You don't have a financial expert overseeing your accounting / finance functions.


Week 1 & 2 - Financial Health Assessment | Using a variety of financial ratios, metrics, and industry benchmarks, we'll uncover areas that can be strengthened. These would include measures like: gross profit margin, operating margin, days sales outstanding, A/P turnover, revenue per employee, revenue growth rate, quick ratios, and others. Then, we'll look at your goals and provide insight as to whether or not you're moving in the right direction.

Week 3 - Financial Process Assessment | The idea is to get a really good feel for how your accounting / finance function works today. We'll assess your processes, systems, and tools so we know exactly how things are set up and how each process flows to the next. Then, we'll recommend process improvements.

Week 4 & 5 - Process Improvement Implementation | Here we'll actually implement the process improvements. This might involve moving your books to a cloud-based accounting software, implementing a new billing and collections integration to increase cash flow, integrating a cash flow forecasting tool, implementing a expense management tool, or implementing new processes.

Week 6 - Wrap-Up & Recommendations | Throughout the entire process, we'll be looking out for ways to improve your company's financial operations, giving you honest feedback and clear direction on what your next steps should be. Here we'll wrap up, put finishing touches on processes, and finalize recommendations so you have a map of what you need to focus on over the next several months.

90-Days of Support

You'll also get 90 days of support that begins after the wrap-up week!



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