Current State Process Documentation

Your finance processes documented step by step, so nothing depends on memory.

Documents current-state finance and accounting processes in structured SOP format, capturing workflows, system touchpoints, and current owners as the baseline for process redesign, automation, or integration planning.

1099 Filings

Accounting Master File Set Up

Accounting Operations Assessment

Accounting Remediation

Accounts Payable Processing

Accounts Receivable Processing

Accrual Upskilling

Any Capability Under Data Migration and Remediation

Apportionment Study

Audit Support (Tax)

Balance Sheet Pulse

Balance Sheet Reconciliation Build-Out

Cash to GAAP Conversion

Chart of Accounts Redesign

Customer Ramp and Implementation

Data Digitization and Cleansing

EBITDA Normalization

ERP Provisioning

Fast Start Reporting

FDD Findings Report

Finance Process Automation

Finance Systems Assessment

Finance Team and Org Assessment

Finance Team Assessment

Financial Model Set Up

Financial Package Stand Up

FinancialPulse

FP&A Reporting Assessment

FP&A Support

Future Cash Flow Analysis

Future State Enablement and Handoff

GAAP Compliance Assessment

General Tax Advisory

Gross Profit Margin

Historical Books Remediation

Income Tax Compliance

Income Tax Provision

Integrated Finance Design

Integration Roadmap Development

KPI Package Build

M&A Advisory

Managed Delivery Transition

Onboarding & Accounting Assessment

Ongoing CFO

Ongoing Controllership

Ongoing TS

Opening Balance Sheet and Post-Close Transaction Data Load

Post Close: Closing Statement

Post Close: Finance Integration

Post-Close: PPA / Federal Form 8594 Support

Post Close: Purchase Price Allocation

Post Close: QoE Roll Forward

Pre-Close: General Tax Advisory

Proof of Cash

Quality of Earnings Databook

Quality of Revenue (QoR)

R&D Tax Credit Filing

Sales Tax Automation Set Up

Sales Tax Customer Outreach

Sales Tax Ongoing Management

Sales Tax Radar

Sales Tax Remediation

Sales Tax Taxability and Nexus Study

Sales Tax Voluntary Disclosure Program

Senior Finance Surge Support

Synergies Analysis

Systems Migration

Tax Due Diligence

TaxPulse

Vendor Documentation Collection