Your trusted FloQast expert.

FloQast is a leading performance management solution that accelerates the financial statement close process. We can help you unlock its full potential.

Our experts work with you from strategy to execution management — rapidly optimizing finance & business processes, accelerating your close, and increasing control and visibility for senior leaders. We’re more than technologists. We’re financial analysts, CPAs, and experienced consultants with deep functional expertise in financial close, planning, and reporting who specialize in high-growth, private equity-backed environments. Put simply: we know how to leverage Floqast to drive value creation.

Discover FloQast's key benefits.

Enables real-time progress tracking & improved control environment

Automates requests for information, reduces reconciliation time, and clearly identifies bottlenecks so your team can effectively take action.

Drives discipline and accountability

Institutes discipline and fosters collaboration and accountability across departments. Ensures all reconciling items are recorded, tracked, and managed in one place.

Fosters audit readiness with reduced risk

Digitizes operations and serves as your centralized location for audit documentation, including attachments and commentary.

Adapts to support scalability and your growing business needs

Scales with your business during all phases of growth. FloQast’s user friendly platform supports easy integration with your existing systems and workflows.

Real world results.

CLIENT STORY

Accordion and #FloQast collaborate to accelerate & bolster monthly close

You’re a leading ecological restoration company having challenges meeting reporting deadlines just 1-2 months post-PE-acquisition. You’re closing takes over 30 days and you lack a detailed close checklist. Staff turnover is exacerbating these issues. You need someone to assess the current-state month-end close process and assist in accelerating the close timeline.

Meet a few
of our experts.

Kristen Hearon

Managing Director

Kristen is a Managing Director with more than a decade of experience stemming from roles at the Big 4, public, privately held, and non-profit companies. As a senior financial leader, Kristen’s background includes worldwide controllership, SEC financial reporting, business process improvement, and system implementations.

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Howard Goldstein

Managing Director

Howard is a Managing Director with over twenty-five years experience leading Americas Region control teams. His expertise spans accounting, finance, risk, and COO duties. Howard serves as an advisor for the C-suite on CFO driven transformation, cost reduction, and process optimization. He has developed the vision and operating model for several new global control functions.

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Kara Trahan

Director

Kara is a Director within the Operational and Technical Accounting Advisory Practice. She has over a decade of experience in public accounting, general ledger accounting, and assurance services. Kara’s background includes business process improvement, team optimization, non-profit accounting, probate and trust management and ERP system implementation and optimization.

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Related insights

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