In the constant rush to complete month-end close, prepare reports for management, and manage invoices and payments, finding time to redesign inefficient processes or streamline operations can be a challenge. Sapling has worked with numerous clients to conduct comprehensive finance process reviews, identify roadblocks, and recommend actionable solutions.
We begin by creating a process map that documents the existing workflows and the day-to-day tasks of the finance team. This helps us identify time sinks and challenges. From there, we translate this understanding into tangible recommendations aimed at driving efficiencies. Past solutions we’ve implemented for clients include:
- Setting up automatic data feeds to pull data from external systems into accounting systems
- Building automation tools to eliminate repetitive tasks that require manual entry
- Developing tools to streamline management and board reporting
Our Finance Process Improvement services help owner-operated businesses and Private Equity PortCo’s streamline financial operations, enabling teams to scale with growing companies while reducing the need to add additional headcount.
- Owner Operated Businesses
- Private Equity Partner/Associate
Dental Support Organization
Industrial Machinery Manufacturing
