Process Transformation

Reimagining Your Accounting and Finance Function

We collaborate with you to understand the current state of your accounting and finance function, your aspirations, and any roadblocks hindering your progress. Our team conducts a thorough evaluation of your operations and underlying processes to identify obstacles. Armed with these insights, we’ll develop a customized roadmap to propel you towards your goals, integrating technology, optimizing systems, streamlining processes, and maximizing resources.

SERVICE AT A GLANCE


Accounting Processes

Our team of State and Local Tax (SALT) professionals specialize in developing customized strategies to help you navigate the intricate landscape of state and local taxes to minimize your tax liabilities and maximize savings.

Income/Franchise Tax

  • Nexus Filing Analysis
  • Sales Sourcing Review
  • Strategic Planning, Restructuring, and Minimization techniques
  • Diagnostic Assessments
  • Compliance Services (business returns, composites, withholdings, local tax filings, etc.)
  • Gross Receipt Taxes
  • Merger & Acquisition Services

We conduct a thorough evaluation of your accounting department’s staff, software, and functionality. Whether you want to leverage software to accomplish specific tasks or embark on a department-wide transformation, we implement the right tools to accomplish your goals.

  • Strategy and Transformation
  • Accounts Payable Automation
  • Accounts Receivable Automation
  • Cash Cycle
  • Bank Reconciliation
  • Sales Invoicing