Close sooner. Leave time for analysis
Your accounting department works. The books get closed and the reports go out. But pulling everything together takes so long that the team moves straight into the next month. We bring an outside perspective to the process and help make room for the work that comes after reporting.
Make the process easier to repeat
- MapSee the work, handoffs, and waiting time
- SimplifyReduce duplicate steps and rework
- DocumentGive the team a clear way to run it
The aim: fewer days closing, more time understanding the results.
A focused project with your existing team: understand the work, reduce unnecessary steps, and document a process people can follow.
- Good fit
- An accounting team that gets the work done but spends too much time gathering, checking, and assembling it.
- We handle
- Workflow review, process design, and practical documentation with the people doing the work.
- The goal
- A shorter close and more capacity for analysis, explanations, and accounting projects.
Start with how the work actually happens
We work with your team to understand the current process, design changes, and put usable instructions behind them.
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Walk through a close
Follow the work from source records to the final report. Identify who handles each step, what they wait for, and where information gets entered or checked more than once.
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Redesign the sequence
Separate work that can happen earlier or in parallel from work that truly depends on another step. Simplify handoffs and repeat tasks while preserving the checks that make the numbers reliable.
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Document and put it to work
Build procedures, checklists, and templates around the revised process. Walk through them with the team and agree on how to review the results during the next close.
A process your team can use
The scope depends on where the time goes. Project deliverables can include:
- A map of the current workflow and its dependencies
- A list of delays, duplicate work, and recurring rework
- A revised close calendar with clear owners and handoffs
- Written procedures for recurring accounting tasks
- Checklists for preparation, review, and completion
- Consistent templates for schedules and reporting
- A prioritized plan for process and tool improvements
- Measures for close duration, rework, and time available for analysis
Where time often goes
- The same information is copied into several spreadsheets.
- One person knows the process, so questions and approvals queue up.
- Schedules are rebuilt each month or checked in several different formats.
- Reports are finally ready just as the next close begins.
What the changes should make possible
- Recurring tasks start from documented steps and usable templates.
- The team knows what can move ahead and what is waiting on an input.
- Review time goes to exceptions and explanations.
- Accountants have time to investigate results and move projects forward.
Scope the project around the process
Tell us how your department works today, how long the close takes, and where the team loses time. We agree on which processes to review, what to document, and how much implementation support you need.
You receive the scope, fee, deliverables, and proposed timing before work starts.
Discuss your accounting processQuestions about process improvement
Is this useful if our accounting team already gets everything done?
Yes. This service is for teams with a working accounting function that want a more efficient way to do the same work. We look at the process with the team and identify where steps, handoffs, and documentation can improve.
How is this different from monthly accounting or oversight?
Monthly accounting handles recurring close work. Oversight provides ongoing review and follow-up. Process improvement is a focused project to redesign and document how your existing team works; the team continues to own the day-to-day accounting.
Will we need to replace our software?
We start with your current tools and workflow. Improvements may come from better sequencing, templates, clearer responsibilities, or fewer manual steps. Any proposed tool change is discussed as part of the project.
How many days can you take out of our close?
We need to understand the starting point before setting a target. We look at dependencies, review requirements, and where time is spent, then agree on a realistic goal and how to measure progress.
What happens to the documentation after the project?
Your team keeps the procedures, checklists, templates, and process map developed within the agreed scope. We walk through the handoff and identify who will keep them current.
Where does your close lose time?
Tell us how long the close takes and what your team wishes it had more time to do. That's enough to start the conversation.