Once a strategic vision is provided by management the next step is to determine what are the tactical approaches necessary to optimize your environment. To assist with that alignment we have developed a series of services to assist as follows:

Software, Process and Deployment Analysis

With the learnings from the “strategic” level related to process and software alternatives, we are able to develop a deployment game plan with the end users. This game plan is developed to minimize distractions while moving from the old environment to the new and will ensure business continuity during the transition.

“Best Practices” Process Analysis

Utilizing years of experience across multiple industries our team is able to review existing processes and provide recommendations to the “best practices” which will be utilized within various aspects of an organization. Whether it’s the AP process, cash management process, the inventory control process or month-end close cycle we are able to align the “best practices” with what’s best for your business.

Outsourcing & Process Standardization

A goal with the “best practices” process analysis is to identify areas where standardization works well, providing end users with a clear set of processes that when repeated over and over result in the highest level of process efficiencies. Beyond working with businesses to internally create standardizations across any technology solution, if a business is using one of our solutions and determines that the best way to standardize certain aspects of their operations is to outsource certain aspects, our “outsourced” team can provide assistance as needed.

Policies, Procedures and Internal Control Analysis

After refining policies and procedures while supplementing with proper internal controls throughout, we are able to develop policies, procedures and internal control manuals to be followed throughout the business. Essentially it’s a “playbook” of best practices tailored to your business which the existing and future personnel can use as a guide in their daily activities.

Finance and Accounting Operating Model

With all cylinders clicking, we are now able to develop an operating model that can be relied upon to produce results on a daily, weekly, monthly and annual basis. This operating model will allow organizations to react quickly to their ever changing business environment which also will allow them to stay a step ahead of competitors and industry changes.

Litigation Support Services

Advisors | Auditors | Consultants | CPAs – BlumShapiro is one of the premier consulting firms in New England and a Top 100 CPA Firm in the U.S. Our professionals serve companies in Boston (MA), Hartford (CT), Cranston (RI), Shelton (CT) and Quincy (MA) with technology consulting, business valuations, litigation support, project management, process & controls and bankruptcy consulting services. We are a Intacct Partner offering accounting software including Cloud ERP solutions. Learn more about our City of the Future offerings.