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