Finance Transformation

Rebuild the finance function so it closes faster, forecasts sharper, and costs less to run.

$7,500fixed fee

10 weekstypical engagement

Diagnose → Design → Deploythree phases

Who this is for. Owner-led and mid-market companies where the finance team is buried in manual close work, reporting arrives late, and forecasts are built in spreadsheets nobody trusts.

What we work on

Close and reporting redesign

Map the current month-end close step by step, cut the non-value steps, and set a target close calendar.

Planning and forecasting model

Replace the ad-hoc spreadsheet forecast with a driver-based model tied to the chart of accounts.

Finance technology roadmap

Assess the accounting, AP, expense and reporting stack and sequence what to replace, integrate or retire.

Operating model and roles

Define who owns transactions, controls, analysis and partnering so the team stops doubling up.

How the engagement runs

DiagnoseWeeks 1–3: interviews, data pull, current-state map

DesignWeeks 4–7: target model, options, decision workshops

DeployWeeks 8+: implementation plan, owners, first 90 days

What you leave with

A documented close process with a target of 5 business days or better
A driver-based 12-month forecast model your team can maintain
A 12-month finance technology and staffing roadmap with costs

Start with a 30-minute scoping call

We confirm fit, scope and timing before any fee is due. If the engagement is not the right shape for your company, we say so on the call.

Request a proposal Pay the fixed fee and start

Fixed fee of $7,500 covers the full scope above. Implementation work beyond the plan is quoted separately. Elite Business Growth Advisors is an advisory firm; results depend on your team’s execution and are not guaranteed.