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Case Study

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