Modernize the systems behind your numbers.
Manual workarounds, disconnected apps and spreadsheets held together with good intentions slow a growing business down. A Sumday financial transformation project maps how money and information move through your business today, then redesigns the processes and systems to make them faster, more accurate and easier to scale.
What’s included
Financial Transformation, done properly.
Process mapping
Documenting quote-to-cash, procure-to-pay, payroll and close processes as they really work.
Systems review
Assessing your accounting platform, apps and integrations against your needs.
Chart of accounts redesign
Restructuring accounts, classes and locations to support better reporting.
Migration support
Planning and supporting a move to a new accounting or finance platform.
Automation
Reducing manual entry through bank rules, integrations and workflow tools.
Training & handover
Documented procedures and training for your team.
A good fit for
Is this right for you?
- Businesses that have outgrown their accounting setup
- Companies after a merger, acquisition or rapid growth period
- Teams spending more time moving data than using it
What you receive
Agreed deliverables, confirmed in your scope before work begins.
- Current-state process maps
- Recommended future state and roadmap
- Implementation support as scoped
- Procedures and training
How it works
A clear, steady process.
Diagnose
Interviews, data review and process mapping.
Design
A recommended future state, roadmap and project scope.
Implement
Phased implementation with testing and training.
Scope & professional boundaries
Transformation projects are scoped and quoted individually after a diagnostic consultation. Third-party software subscriptions and implementation partner fees, where needed, are confirmed with you in advance.
Questions
Frequently asked.
Do we have to change accounting software?
Not necessarily. Many improvements come from configuration and process changes rather than a new platform.
Can the project be phased?
Yes. Most projects are delivered in phases so the business keeps running smoothly.
Do you resell software?
Recommendations are based on fit. Any referral relationships would be disclosed to you.
Let’s talk
Start with a scoping conversation.
Advisory engagements begin with a consultation. We’ll learn about your goals, then prepare a written proposal with scope, cadence, deliverables and fees.
Related services
Works well alongside.
Fractional Controller
Close oversight, internal controls and accounting operations leadership, part-time.
Learn more Add-onFinancial Dashboards
Clear dashboards built on your reconciled books, focused on the numbers you use.
Learn more CoreAccounting & Bookkeeping
Monthly books, reconciliations, close and financial statements you can rely on.
Learn more