Digital Marketing Agency

Private company with growth looking for fund raising/IPO

Project Needs

• Leadership for the Accounting Group
• Create process around monthly close and financial reporting
• Develop KPI and analytics to assist in growing the business
• Implement new data technologies (BI & Data Intelligence)

Client Motivation

• Obtain funding/investors/IPO
• Demanded productivity and next level analysis from accounting
• Gain a better understanding of client margins and opportunities

Deliverables

• 7-day close
• Meaningful financial reporting
• Data analysis around client performance
• 30% reduction in OPEX
• Replace cash-basis with accrual basis reporting