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TALENT

& METHODS

WORKFLOW ANALYSIS

Strong accounting workflows power growth, protect compliance, and keep surprises off the dashboard. Our Workflow Analysis provides an independent, end-to-end review of how data, duties, and approvals move from first transaction to final report. We map four critical functions: information aggregation, data classification, transaction recording, and ongoing control to show exactly where governance is firm, where it drifts, and which gaps could trigger delays or audit findings. The deliverable is a focused, step-by-step roadmap that names the actions, owners, and resources required to elevate your finance operations.

Training for Accounting Best Practices

With the roadmap in hand, we roll up our sleeves beside your finance leaders to turn recommendations into repeatable habits. Through tailored workshops, live coaching, and real-world examples, teams master:

  • Core structures: chart-of-accounts design, cut-off calendars, reconciliation rhythms
  • Compliance alignment: income, sales, property, and payroll taxes; GAAP reporting; quality-of-earnings and consolidation analytics
  • Efficiency tools: workflow trackers, materiality filters, exception-reporting scripts, and KPI dashboards

The result is a durable framework that strengthens governance, accelerates period-end closes, improves audit readiness, and frees leadership to focus on insight rather than rework.

TALENT DEVELOPMENT & RECRUITMENT

Assess & Upskill

What We Deliver: Benchmark current staff against role-specific skill grids; deliver targeted training to close gaps.

Why It Matters: Existing talent grows with the business, reducing turnover and onboarding costs.

Qualify Candidates

What We Deliver: Role briefs with clear metrics → proprietary online tests → data-verified short list.

Why It Matters: Filters out casual applicants and surfaces the best fits fast.

Interview & Vet

What We Deliver: Two- to three-round interviews using structured cases; reference and work-sample checks.

Why It Matters: Objective, apples-to-apples comparisons that minimize bias.

Onboard for Impact

What We Deliver: 30-, 60-, 90-day success plans aligned to your workflows and KPIs.

Why It Matters: New hires contribute sooner and reinforce the disciplines already in place.

Whether we are staffing your team or building our own, every hiring decision is backed by objective evidence and multi-dimensional insight so each new contributor lifts both technical accuracy and workflow discipline from day one.