Pricing
Invest in the success of your business with an in-depth diagnostic that will get you on the path to strategic finance.
Internal Control Review
$1,850
- Develop a high-level map of your order-to-cash and purchase-to-pay processes.
- Assess internal controls to identify areas exposed to the risk of fraud or theft.
Chart of Accounts Analysis
$1,850
- Examine the data structure of your current financial system and chart of accounts.
- Recommend an improved chart of accounts for better financial controls, reporting, and management information.
Financial Reporting Assessment
$2,000
- Conduct an in-depth examination of your financial close process.
- Review your monthly financial reporting package.
- Provide a mockup of the recommended monthly financial reporting to achieve level 4 (out of 5) in our framework.
- Develop a roadmap outlining the steps needed to reach level 4.
Incentive Compensation Review and Analysis
$2,000
- Review your key incentive programs.
- Identify their outcomes and behaviors.
- Provide suggestions for improvements supported by your current information and reporting system
Digital Environment Assessment
$2,000
- Analyze your systems and processes to identify areas for improvement through automation, system integration, and better reporting.
- Conduct a gap analysis to highlight:
- Workflow inefficiencies due to unnecessary clicks and application changes.
- Issues with accuracy or validation of crucial information.
- Opportunities for improved internal control with minimal additional effort.
Strategic Finance Evaluation
$3,000
- Assess financial reporting and technology environments to evaluate their ability to support growth and strategic objectives.
- Review and analyze the budgeting process.
- Evaluate the company’s costing, profitability reporting, and variance analysis capabilities.
- Provide a gap analysis highlighting the difference between strategic finance-level contribution and the current state.
Forecasting Model Review/Design
$3,000
- Review your existing forecast model to ensure it generates the right operational and strategic questions during updates.
- Provide an outline that identifies key variables in your current information environment that can be effectively forecasted and reported on.
- Suggest improvements to enhance your forecasting model.
- Provide a sample top-level forecast model tailored to your company.