Projects | Calenzie Consulting

Operational Accounting Advisory

For companies that are private (SMBs), public, and Series A - C we have successfully implemented foundational accounting architecture, systems, and processes that are both scalable and simplified. Our unique approaches utilizes minimal cost while obtaining maximum benefit. This foundational work created invaluable insight allowing stakeholders to accurately obtain a pulse on their business economics and focus on what matters the most.

We have developed bottoms up yet simplified 3 to 5 year investor and bank ready 3 statement models, with variable inputs that allow for flexible and on the go planning for multiple Series A through Series C companies with annual revenues of >$50M+. Annual operating plans that ties into your long-range plan is a must and should be easy to understand by stakeholders and segmented by department and/or cost center. We have helped optimize business growth, profitability, and cash management through these processes.

Every business has unique requirements and internal core systems which can lead to challenges in obtaining information readily and accurately. We have implemented multiple dashboards, P&L summary & detail reporting, top line revenue reports, departmental expense reporting capabilities, inventory rollforwards, retention reporting, monthly actuals to plan reporting, and other tailored reporting needs.

Business fundamentals should never be overlooked. We provide an impartial and fresh perspective on your business, which includes benchmarking your KPIs to industry expectations, analyzing the working capital dynamics of your business, and recommending tailored approaches that sets your business up for success including both financial, operational, and contractual suggestions. We have successfully identified opportunities and implemented changes that have improved cash conversion cycles, contribution margin dollars and percentages, and right sized LTV:CAC.

We have successfully implemented warehouse management systems, inventory rollforwards, accounting ERPs, 401K transitions, Payroll system implementations, expense modules, accounts payable modules, month-end close checklists, three way match are a few of the projects we successfully completed.