Case Study

case study
user Robinson Paintill

Managed Accounting
Process Improvement and Modelling

Background

A SaaS start-up (multi-million-dollar revenue) in the architecture industry centered around subscription-based training content for architects studying for the ARE exam.

Problems

After employing a remote managed-service accounting vendor, the CEO wanted a more sophisticated finance/accounting solution that would offer higher caliber services and more effective financial reviews. There was also no formal cash flow management or budgeting process, which constrained operational decision making.

AG’s Approach & results

AG’s tasks included the following:

Testimonials