Financial Workflow Services That Actually Work
We help businesses untangle their financial processes — not with flashy promises, but through careful analysis and practical improvements. Most companies we work with have systems that kinda work but waste hours every week. We fix that.
Building Systems That Make Sense
Here's what we've learned after years of doing this: every business has its own quirks. The accounting setup that works perfectly for a retail shop might be a disaster for a service company. So we don't push cookie-cutter solutions.
When we start working together, we spend real time understanding how money actually moves through your business. Where do invoices get stuck? Which reports do you actually need versus the ones you generate "just because"? What financial data helps you make decisions, and what's just noise?
- Custom workflow analysis based on your actual business operations
- Process documentation that your team will actually use
- Automation recommendations for repetitive financial tasks
- Integration strategies between your existing tools
- Training approaches that stick beyond the first week
How We Actually Approach This
Our process isn't complicated, but it does take commitment from both sides. We're not consultants who drop a fancy report and disappear. This is collaborative work.
Discovery Phase
We shadow your financial team for a few days. Not to judge, but to understand the reality of how things get done. This usually reveals bottlenecks nobody even realized were there.
Analysis & Planning
Then we map out what's working and what isn't. You'd be surprised how often "the way we've always done it" is costing hours nobody can spare. We present findings in plain language, not consultant-speak.
Implementation
Changes happen gradually. We test new processes with small groups first, gather feedback, adjust. Big-bang implementations usually fail. Incremental improvements stick.
Linnea Vesterinen
Financial Operations Specialist
Linnea has this rare ability to explain complex financial concepts to non-finance people. She's been optimizing workflows since 2018, mostly for mid-sized companies.
Aisling Byrne
Process Improvement Consultant
Aisling's background in both accounting and software means she bridges that gap where most projects fail. She asks the questions everyone else forgets.
What We're Actually Good At
We've worked with about 40 companies since 2019. Some needed small tweaks, others required complete overhauls. But there are patterns to what works and what doesn't. Here's where we can probably help you.
Accounts Payable Optimization
Most AP departments we see are drowning in manual data entry. We help automate invoice processing, set up approval workflows that don't bottleneck, and reduce the time from invoice receipt to payment.
Financial Reporting Streamlining
If your team spends days preparing monthly reports, something's wrong. We redesign reporting processes to be faster and more accurate, using data you already have in better ways.
Cash Flow Management
Cash flow problems often come from visibility issues, not actual shortage. We build forecasting systems that give you early warning before things get tight.
System Integration
Your accounting software probably doesn't talk to your CRM or inventory system. We map out integration possibilities and help implement connections that eliminate duplicate data entry.
Real Results From Recent Projects
- A retail client reduced monthly close time from 12 days to 5 days by restructuring their reconciliation process
- Manufacturing company eliminated 15 hours per week of manual data entry through API integration between systems
- Service business improved cash flow visibility with weekly forecasting that actually gets used for decisions
- Hospitality group standardized financial processes across 8 locations, reducing errors and training time
Let's Talk About Your Specific Situation
Every business we work with has different challenges. Some need help with one specific bottleneck, others want a complete workflow review. Either way, it starts with a conversation about what's actually happening in your financial operations right now.