Case Study

user Robinson Paintill

Managed Accounting
Accounting transition & finance infrastructure analysis

Background

A company focused on allergy conscious products but without a solid pathway for growth was amid some major changes. There was relocation, staffing changes, new investors, product diversification and sales channel adjustments.

Problems

After years of funding and nothing much to show of it, our client began an entire revamping process to take this company to the next level. AG was brought in as a catalyst to stabilize/ optimize finance and accounting processes.

The client was overspending on their underperforming accounting team

The team was centralizing their workforce in a Chicago headquarters.

AG’s Approach & results

AG’s tasks included the following:

  • An in-depth analysis of the current finance/accounting infrastructure and a consolidated list of suggested solutions.
  • Quickly and efficiently transition the day to day accounting needs into the experienced hands of AG staff.
  • Managed multiple vendor/system migrations during rebranding/relocation through the lens of setting up the finance function for scalable success.
  • Became the steady hands of the finance function to allow leadership/ operations to focus on the several other changes occurring simultaneously
  • Established streamlined day to day accounting processes, coupled with a formalized month-end close procedure at a more efficient cost to the company.

Testimonials