We begin by thoroughly evaluating your current accounting processes, systems, resource allocation, and challenges to identify gaps and inefficiencies. This step lays the groundwork for a tailored roadmap that aligns with your business objectives, compliance requirements, and resource needs.

Associated Deliverables

• Current State Analysis Report: A detailed review of existing accounting workflows.

• Gap Analysis Report: Identification of inefficiencies, resource shortages, and improvement opportunities.

• Stakeholder Interview Summaries: Insights from key team members on pain points and goals.

• Accounting System Audit Report: Evaluation of existing systems and integrations.

• Compliance Review Document: Initial assessment of regulatory alignment.

• Risk Assessment Report: Analysis of vulnerabilities in processes, systems, and resource coverage.

• Requirements Gathering Document: A comprehensive list of functional, technical, and resource needs.

• Resource Gap Analysis: Identification of resource shortages and their impact on operations.

• Staffing Recommendations Plan: Actionable strategies to address resource gaps, including optional HR services from BOSS.

• Project Roadmap: A high-level plan outlining clear next steps and milestones.

• KPI Baseline Report: Establishing metrics for tracking progress and success.