Transformation is more
than automation.
Transforming a finance department requires more than just automation — it involves changes in operations, collaboration, and value perception. Proper change management is essential. With expert support in both finance and HR consulting, our clients develop and implement effective transformation strategies, navigate change, and ready their departments for the future.
Transformation is more
than automation.
Transforming a finance department requires more than just automation — it involves changes in operations, collaboration, and value perception. Proper change management is essential. With expert support in both finance and HR consulting, our clients develop and implement effective transformation strategies, navigate change, and ready their departments for the future.
Most consultants leave the slides and run. We don't — because we are also your finance and technology partner. We design the strategy, then sit at the table while it gets executed. That changes the work, and it changes the result.
Most consultants leave the slides and run. We don't — because we are also your finance and technology partner. We design the strategy, then sit at the table while it gets executed. That changes the work, and it changes the result.
Finance transformation,
and the people who run it.
You can't reshape a finance department without reshaping the team. We work both sides — operating model and the humans who operate it.
Finance transformation
Take a finance department that processes transactions and make it one that produces decisions. Strategy, operating model, and the systems that hold it all up.
-
01
Operating-model design
Process map, RACI, FTE plan, in-source/out-source decisions.
-
02
Close-process redesign
Shorten the month-end cycle. Standard journals, soft close, flux analysis.
-
03
FP&A build-out
Budgeting model, rolling forecast, variance reporting cadence, KPI library.
-
04
Controls & audit-readiness
Risk register, control matrix, evidence library — for audit, financing, or peace of mind.
-
05
M&A integration
Post-deal back-office consolidation. Chart of accounts, payroll, vendor harmonization.
HR & people advisory
The other half of every transformation. From compensation design to a clean leave policy, we work the people side of the change you're actually trying to make.
-
01
Organizational design
Role definitions, levelling, spans of control, reporting lines.
-
02
Compensation benchmarking
Market data, salary bands, variable comp design, equity guidelines.
-
03
Policy & handbook
Ontario ESA-compliant policies. Remote work, PTO, parental leave, conduct.
-
04
Performance management
Review cadence, goal frameworks, manager training, calibration.
-
05
Change management
Stakeholder maps, comms plans, training curricula, adoption tracking.
Finance transformation,
and the people who run it.
You can't reshape a finance department without reshaping the team. We work both sides — operating model and the humans who operate it.
Finance transformation
Take a finance department that processes transactions and make it one that produces decisions. Strategy, operating model, and the systems that hold it all up.
-
01
Operating-model design
Process map, RACI, FTE plan, in-source/out-source decisions.
-
02
Close-process redesign
Shorten the month-end cycle. Standard journals, soft close, flux analysis.
-
03
FP&A build-out
Budgeting model, rolling forecast, variance reporting cadence, KPI library.
-
04
Controls & audit-readiness
Risk register, control matrix, evidence library — for audit, financing, or peace of mind.
-
05
M&A integration
Post-deal back-office consolidation. Chart of accounts, payroll, vendor harmonization.
HR & people advisory
The other half of every transformation. From compensation design to a clean leave policy, we work the people side of the change you're actually trying to make.
-
01
Organizational design
Role definitions, levelling, spans of control, reporting lines.
-
02
Compensation benchmarking
Market data, salary bands, variable comp design, equity guidelines.
-
03
Policy & handbook
Ontario ESA-compliant policies. Remote work, PTO, parental leave, conduct.
-
04
Performance management
Review cadence, goal frameworks, manager training, calibration.
-
05
Change management
Stakeholder maps, comms plans, training curricula, adoption tracking.
Buy the consulting
that fits the work.
An eight-week strategy sprint solves a different problem than a year-long embedded program. We offer both — and the work in between.
Strategy sprint
An eight-week diagnostic and roadmap. Deliverable: a written transformation plan, a sequenced backlog, and a business case the CFO and CEO will both sign.
Implementation partner
We don't just write the plan — we sit in your office (or join your stand-up) and run the execution. Typically 3–6 months. Co-delivered with your team.
Fractional leadership
Fractional CFO, fractional Head of People. A senior operator embedded in your business 1–4 days per week for as long as you need the seat filled.
Buy the consulting
that fits the work.
An eight-week strategy sprint solves a different problem than a year-long embedded program. We offer both — and the work in between.
Strategy sprint
An eight-week diagnostic and roadmap. Deliverable: a written transformation plan, a sequenced backlog, and a business case the CFO and CEO will both sign.
Implementation partner
We don't just write the plan — we sit in your office (or join your stand-up) and run the execution. Typically 3–6 months. Co-delivered with your team.
Fractional leadership
Fractional CFO, fractional Head of People. A senior operator embedded in your business 1–4 days per week for as long as you need the seat filled.
The eight conditions for
a transformation that holds.
These are the conditions we look for before taking on a transformation — and the ones whose absence, in our experience, is what makes the work fail to stick.
A named owner
A CFO or COO who owns the outcome and has the political capital to spend.
Smaller than instinct
One close cycle, one reporting redesign, one team — done well — beats five half-done streams.
Weekly forward motion
A 15-minute weekly steering meeting with the sponsor. Decisions made, not deferred.
Honest messaging
Tell the team what's changing, what isn't, and what's not yet decided. Every two weeks.
A named successor
Someone inside the business who can run it once we step back. We coach them deliberately.
Numbers, not narrative
Days to close, FTE per $M revenue, forecast accuracy. Measured monthly, written down.
Implementation, not selection
A tool that works installed beats the perfect tool unbought.
Re-cast the role
Finance becomes a partner to the business, not a clearing house. That's the real transformation.
The eight conditions for
a transformation that holds.
These are the conditions we look for before taking on a transformation — and the ones whose absence, in our experience, is what makes the work fail to stick.
A named owner
A CFO or COO who owns the outcome and has the political capital to spend.
Smaller than instinct
One close cycle, one reporting redesign, one team — done well — beats five half-done streams.
Weekly forward motion
A 15-minute weekly steering meeting with the sponsor. Decisions made, not deferred.
Honest messaging
Tell the team what's changing, what isn't, and what's not yet decided. Every two weeks.
A named successor
Someone inside the business who can run it once we step back. We coach them deliberately.
Numbers, not narrative
Days to close, FTE per $M revenue, forecast accuracy. Measured monthly, written down.
Implementation, not selection
A tool that works installed beats the perfect tool unbought.
Re-cast the role
Finance becomes a partner to the business, not a clearing house. That's the real transformation.
Have a transformation
in mind? Tell us about it.
The first 15-minute call is free. We use them to figure out whether a sprint, an embedded engagement, or no engagement at all is the right answer for you.
Have a transformation
in mind? Tell us about it.
The first 15-minute call is free. We use them to figure out whether a sprint, an embedded engagement, or no engagement at all is the right answer for you.