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Case study

Month-end in five days

A manufacturer closed the month on day twenty-one — when the numbers were history, not management.

Advisor closing the month-end file at a bright desk

The brief

Get a reliable pack out by working day five, with the same two people and no new system.

What we found

Eleven recurring journals waited on one approver. Stock counts happened when someone felt like it.

What moved

A five-day calendar with named owners. The pack has landed on day five for nine months straight.

The work

Amelia Rowe ran the file. Standing journals were templated, approvals moved to day one, and stock went to cycle counts with a tolerance rule.

Nothing was automated that was not first simplified. The software conversation can wait until the process earns it.

Compliance desk

Ready to put a partner on the numbers?

Forty-five minutes with a practice lead. Bring the last pack, the VAT position and the decision you need to make.

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