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For every finance team
Finance transformation and governance
One prioritized plan for every systems, close and control request, with an owner against each item and a weekly rhythm that keeps decisions moving.
Who this is for. CFO or controller of a growing company where finance changes faster than anyone can track. Systems requests, close problems, audit findings and process ideas all compete for the same few people.
The problem today
Requests arrive from Accounting, IT, auditors and consultants with no single list and no agreed priority. The loudest request wins, and consultants work toward their own scope.
Leadership hears about blockers late. Nobody can say what finance is changing this quarter or why.
- Every open request on one listSystems, close and control asks, gathered from everyone
- An owner against every itemPlus the expected outcome and a reason for its rank
- Priorities set by your leadersYour controller and CFO decide what comes first
- A weekly session on the calendarShort, with the people who can settle trade-offs
- Ticket rules written downWhat each severity means and what gets the fast path
- Outside partners on the planConsultants keep their scope and work to your roadmap
What changes
Requests come from IT, auditors and consultants, and no two lists match.
Every request lands on one ranked list with an owner and a reason.
We hear about a blocker after the date has already slipped.
Blockers come up in a short weekly session and get settled there.
Each consultant is working toward their own scope.
Partners work from your roadmap and report into your weekly session.
What we deliver: a finance transformation roadmap and finance project governance
One prioritized roadmap
Every systems, close, control and process request in one tiered list, each with an owner, an expected outcome and a reason for its rank. The list is sorted by people, process and technology.
A weekly operating rhythm
A short working session that settles priorities, unblocks work and records decisions. Trade-offs are made there, before they reach leadership.
Risks, decisions and dependencies on the record
A RAID log and a decision log, kept current. Anyone can see what was decided, by whom, and what is at risk.
Systems triage
Problems with NetSuite and connected finance tools become clear tickets with a severity rating and the business impact. Urgent close or control issues get a fast path.
Leadership updates and dashboards
A one-page update on trade-offs, blockers and decisions needed. Dashboards show cycle times, remediation progress and roadmap health.
Outside partners working to your plan
Consultants and implementation partners work from the same roadmap and report into the same rhythm, so their scope follows your priorities.
What agents handle, and where your team steps in
What agents handle
Agents log every incoming request, draft tickets with severity and business impact, keep the RAID and decision logs current, refresh the dashboards and draft the weekly update. Every action is logged.
Where your team steps in
Your controller and CFO set priorities, accept or reject risks and approve changes. Anything that affects the close or a control comes to them first.
Systems we work with
- NetSuiteERP
- JiraWorkflow
- ServiceNowWorkflow
- ExcelSpreadsheets
- Power BIReporting
From past work
A finance function review and a roadmap the team can run from.
Questions we get
How is this different from hiring a project manager?
A project manager tracks a plan that someone else wrote. Here the plan, the triage and the decisions sit on one record, built by people who know how a close and a control work, and agents keep the logs current between sessions. Your team still owns the priorities.
How much of our team's time does it take?
The main commitment is one short weekly session for the people who set priorities. Agents and our team handle the logging, ticket drafting and updates around it, so the rest of your team spends its time on the work itself.
Can it include the consultants we already use?
Yes, and it works better when it does. They keep their contracts and their scope, work from the same roadmap, and report into the same weekly session.
What do we have after three months?
One roadmap with owners, a weekly rhythm your team knows how to run, current RAID and decision logs, a triage path for systems issues, and dashboards that show whether the plan is moving. All of it stays with you if we step back.
Related
- Close accelerationA faster, cleaner close across every entity, with blockers and root causes on the record.
- SOX and audit readinessControls, remediation and evidence stay ready all year.
- Agent governance and audit trailEvery agent under one set of rules, with a record your auditor can replay.
- All cross-industry workSeven pieces of work apply whatever your business does.