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For portfolio CFOs
Faster close, cleaner cash, fewer vendors.
You’re integrating acquisitions, reporting to a sponsor and running a lean team. We take the cost and finance-operations work off your plate — and make it stick.
7 → 3–5
days to close at Optima Dermatology
$500K+
annual AP-automation savings at Midwest Vision Partners
What CFOs bring us in for
Procure-to-pay and AP
Approval workflows, PO discipline, invoice automation and card programs that cut cost per invoice and give you spend control before the money goes out.
Order-to-cash and AR
One AR operating model across every acquired company: invoicing, collections, e-invoicing and DSO tracking.
Close and reporting
A faster, more reliable close and a standard reporting package for the sponsor — consolidated and by operating company.
Cost out
Fleet, fuel, telecom, payments, software and facilities sourced and renegotiated — with savings you can see in the GL.
Systems
ERP, spend management and close tools selected on fit and total cost, then implemented with your team.
Integration
Add-ons onboarded onto your chart of accounts, policies, vendors and systems in weeks, not quarters.
Selected results
Procurement and close rebuilt for a growing practice platform
$1.7M in savings and a month-end close cut from seven days to three to five.
Finance and payments rebuilt for a decentralized platform
$1.8M a year from processing-fee optimization and more than $500K from AP automation.
Questions CFOs ask
Will this create more work for my team?
We plan the work so your team spends hours, not weeks. We do the data work, run the sourcing and draft the process and policy changes; your team approves and adopts.
Which systems do you work with?
Recent work has included Sage Intacct, Microsoft Dynamics 365, Ramp, FloQast, WEX and spend-analytics platforms. We’re system-agnostic when selecting.
Can you help with a close that’s too slow?
Yes. At Optima Dermatology the monthly close went from seven days to three to five after the procure-to-pay and close redesign.
Tell us where finance operations hurt most.
A short assessment of close, AP, AR and spend — and a plan your team can actually run.