Financial Systems & Process Design

Financial systems work best when they are designed around how transactions actually move through the business.

We help clients select and configure accounting platforms, establish processes for recording and reporting transactions, and connect financial systems with payment processors, e-commerce platforms and other operational tools. The objective is to create a setup that captures the right information and makes it available where it is needed.

The right setup depends on how the business earns revenue, incurs costs and moves money between different parts of its operations.

Online sales, wholesale activity and service businesses each create different accounting and reporting needs. For more complex operations, this may also involve multiple entities, currencies, bank accounts and data sources, as well as intercompany transactions that need to be properly captured and reported.