ERP to Accounting System Reconciliation Automation- January 2, 2026
A centralized, automated solution to reconcile revenues efficiently and provide reliable, actionable insights for finance and management teams.
Field Exams- December 31, 2025
A specialty finance lender hired Sapling to deliver a Field Exam Report and corresponding Exam Workbook for a specific client.
Valuation Model and Estimate Report- December 29, 2025
A credible and defensible valuation to support a minority equity buyout in a wind farm operation, requiring enhancement of the forecast model and preparation of a DCF-based valuation report.
Infrastructure Project Modelling- December 22, 2025
The CFO of a company focusing on re-refining process hired Sapling to build a financial model focused on modelling the build, operations, and financing of a new production facility in the US.
Investment Reporting System Audit- July 29, 2024
An investment firm focused on providing growth capital has engaged us to perform a detailed review of their investment reporting software, including recommendations for enhancement of the current investment reporting process.
Fund Performance Reporting Dashboard- July 29, 2024
The company was looking for a centralized database to replace outdated software, with the ability to quickly create reports in company specific formats for compliance reporting, and to generate management insights on net asset value trends by class and over time.
Order Automation for Distribution Business- July 29, 2024
Sapling was approached by a supplement distributor to automate the processes between their online order system and accounting system and eliminate the manual aspects of the workflow.
Data Diagnostic Roadmap for Business Intelligence- July 29, 2024
A growing storm and wastewater infrastructure business was looking at enhancing their business intelligence capabilities and engaged us to assess their current systems and processes for contract and revenue management and design a roadmap for a new Business Intelligence System to better integrate their processes.
Dental Valuations- June 4, 2024
Sapling prepared detailed valuation reports for two dental practices, each with revenues of approximately $1 million/year, to assist the principals with decision-making regarding the future of their respective practices
Energy Efficiency Strategic Model- May 28, 2024
A startup with a product designed to enhance wind farm efficiency had signed a large, multi-year deal with a potential strategic that was looking at making a temporary majority investment
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Bring your expertise to help businesses optimize their financial operations. We value passion, competence, and hard work, and offer a dynamic and challenging work environment that rewards creativity and innovation. If you’re looking for an opportunity to make a meaningful impact and grow your career, we’d love to hear from you.
