Finance Transformation Services

Finance Function Evaluation

Improve? Outsource non-core processes? Implement a shared service center? We take a comprehensive view when defining a finance transformation roadmap for our client organizations with the ability to tailor these assessments as needed to focus on the greatest areas of need. Our assessment services include the evaluation of  the organizations people, processes, technology to develop a plan that aligns with the organizations current and future needs. We compare your organization against leading practices and benchmarks and use our experiences having worked with hundreds of organizations to develop an actionable transformation roadmap.  The output from our assessments is a strategic plan for performance improvement including actionable implementation steps, timeline, budgetary costs, options, and alternatives. Whether you are looking for a quick temperature check, a comprehensive review, or a temporary outsourced CFO to assist with transformation; we have experienced consultants available to help you achieve your objectives.

Accounting & Finance Business Process Reviews

We take a holistic approach to evaluate and improve the organizations finance transactional processes.  We provide assessment services to capture and document existing processes, analyze gaps and opportunities, and then work with senior finance leaders to develop future state processes. Our recommendations are based on leading practices from our experience working with 100s of clients and look to effectively align people, process, technology, and the organizations resources to come up with a transformation plan that is achievable.

Process reengineering involves designing, managing and optimizing a series of tasks across different departments and systems to produce a product or service.   Many times in organizations, these processes are ill-defined, not understood, not applied consistently, or simply not followed by all team members.   ATX can help make organizations more efficient by designing, monitoring and improving processes for you organization.

Outsourcing Evaluation

The decision to outsource is not often an easy decision. Most organizations need to balance a loss in personal touch and poor perception amongst employees with the potential benefits of increased expertise, reduced costs, and the ability to simplify their business operations. There are many options for organizations to consider with most small and mid sized businesses opting for hybrid approaches or “near sourced” options to retain a more personalized level of service from their providers. ATX assists clients in evaluating whether outsourcing is right for them, determining which back office functions make sense to outsource, as well as evaluating and selecting outsource providers.

Merger & Integration Services

ATX provides advisory services to assist with both pre and post transaction services for small and mid-sized business. Our pre-transaction services include operational and technology due diligence. As our clients progress through the transaction, we advise on integration planning, technology system rationalization, and developing transition roadmaps to achieve intended objectives. Post deal services include process standardization, technology systems consolidation, change management, and project management support.

Procure to Pay Optimization

When you rely on third parties for product or services to run your business operations, optimization of your supply chain processes can yield significant benefits including purchase cost reduction, decreased labor, improvements in supplier quality and performance, and reduced lead times. Our consultants have worked with numerous organizations to recommend and implement solutions including deployment of strategic sourcing programs, streamlining of paper based processes, and implementing technology solutions including eprocurement, supplier integration, business workflow, and document imaging and scanning.