BI Consulting & Assessment
Get the insights you need to make smarter decisions
Build a stronger foundation for growth by aligning workflows, data, and systems with your strategic goals.
What We Do
- Review accounting workflows, client processes, and data practices.
- Assess tax, audit, and advisory systems for gaps and risks.
- Analyze how financial data is collected, stored, and used.
- Identify automation opportunities for routine tasks.
- Recommend improvements for efficiency, accuracy, and compliance.
- Enhance client experience through better data and technology.
- Deliver a clear, prioritized action plan for growth.
The Impact for You
- Immediate visibility into inefficiencies in your WIP, billing, collections, and engagement-management workflows.
- A prioritized roadmap for improving reporting across partners, managers, and administrative teams.
- Reduced manual time preparing partner packets, monthly financials, and client-facing dashboards.
- Positioning the firm for scalable advisory services with clean, consistent, decision-ready data.
- Confidence that leadership is making decisions based on accurate insights — not manual spreadsheets.
Get the insights you need to make smarter decisions.
Let’s identify your biggest opportunities for automation and operational improvement — and build the roadmap to get you there.
