Financial Operations and Reporting Assessment (FORA)
OFFERING OVERVIEW
A full diagnostic of a company's accounting operations, GAAP compliance, FP&A reporting, and finance team and systems, delivered as one assessment or as individual modules. Our team speeds the diagnostic work in each area with AI-assisted analysis, so senior professionals spend the engagement identifying the gap between current state and what a PE-backed company needs to report to institutional standards, with recommendations the client can act on immediately or roll into a larger transformation engagement.
Included capabilities
Accounting Operations Assessment
Assesses the client's core accounting operations across order-to-cash, procure-to-pay, record-to-report, expense management, and payroll. Can be sold standalone or as a component of the full FORA suite.
GAAP Compliance Assessment
Evaluates the client's accounting policies and practices against U.S. GAAP requirements, covering revenue recognition, lease accounting, expense classification, and capitalization policies. Delivers a prioritized findings report.
FP&A Reporting Assessment
Assesses the client's management reporting and FP&A function, including budgeting, forecasting, KPI tracking, and board/investor reporting. Delivers recommendations for future-state reporting infrastructure.
Finance Team and Org Assessment
Evaluates the structure, roles, and capabilities of the client's finance and accounting team against the company's stage and post-acquisition operating model. Delivers org design recommendations.
Finance Systems Assessment
Inventories and evaluates the client's finance and accounting technology stack (ERP, expense management, billing, payroll, reporting). Delivers a systems roadmap recommendation.
