Projects
Accounting Platform Migration
We migrated a growing B2B SaaS company's accounting platform from QuickBooks Online to NetSuite. The finance team only provided limited support while we conducted the migration and provided a turnkey accounting platform that we successfully turned on at the end of a quarter. Our services included training of the accounting team.
Payable Platform Implementation
We worked with a creative agency to evaluate, select and implement a solution to manage their growing payables. We evaluated numerous options and ultimately selected and implemented Coupa. We drove vendor communication and ultimately achieved full adoption across their suppliers
Build FP&A Process
We worked with a high growth venture-backed startup that had yet to build a reliable financial planning and analysis function within their finance team. We built their first budget, forecast and supported their team running the process through the next four quarters.