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.

$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.

$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.

$2,000

Review your key incentive programs.
Identify their outcomes and behaviors.
Provide suggestions for improvements supported by your current information and reporting system

$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.

$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.

$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.

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.