You turn to Accordion.
We partner with your sponsor and your management team to set you up with an onboarding process and reporting structure that interweaves sponsor guidance, and to create a streamlined update process for each of your reports. We:
- Identify the appropriate output templates and content for each report.
- Collaborate with members of your management team to determine key business performance metrics and associated data availability for clinics, MSO, and pharmacy divisions, and outline future state requirements for future metrics.
- Automate financial information for internal financial package, which was previously populated from QuickBooks exports.
- Build automated models to easily produce a weekly operational and financial flash report, weekly 13-week cash flow forecast, monthly profit & loss flash report, monthly financial and operational review to be used at the board of director meetings, and to automate reporting.
- Conduct multiple training sessions for each report and provide templates for management to simulate the update process themselves.
- Assemble thorough user guides for each report, ensuring seamless transition and training as you build your finance team.
Your value is enhanced.
You successfully implement automated, informative, and ongoing monthly/weekly financial reports that enable you to effectively communicate performance and provide key stakeholders with the required visibility into your operational and financial drivers—paving the way for informed business decisions in real time. And with your reporting process automated to the fullest extent possible, you’re able to update reports on a go-forward basis with minimal incremental time commitment. At the end of the engagement, you seamlessly take over the process and continue to impress your sponsor.