FRACTIONAL CFO & STRATEGIC ADVISORY SERVICES

Business Process Consulting Services

Seamless operations are the backbone of a profitable business. With CFO-level expertise, you can turn today’s bottlenecks into tomorrow’s gains.

Get Started
Book Demo

Our Approach

Current State Assessment

Business Process Optimization

Operational Consulting

How a Business Process Consultant Can Boost Workflow Efficiency

The real cost of workflow inefficiency goes beyond monetary value. It’s the missed opportunities, wasted talent and frigidity in an evolving market. With business process consulting services, you’ll identify inefficiencies via current state assessment and design a strategy to eliminate the following:

Budget bloat

It’s not just about the money spent; it’s about where and how. Let’s reduce excess costs and improve your cash flow.

Process inefficiency

Redundancy and outdated systems sap productivity. We’ll help you streamline and build the right KPIs for an effective workforce.

Growth constraints

Despite best efforts, many businesses hit a plateau in their operations. Our experts bring innovative ideas to common barriers.

“The bookkeeper we’re working with is wonderfully responsive and able to bring clarity even to our blind spots. She is already an important part of our team only one month in.”
– Jacquelyn C., Managing Director and Co-Founder

Why Choose Our Services?

We provide expert financial solutions tailored to meet your unique business needs. From tax compliance to financial planning, we help you achieve your goals with precision and efficiency.

APPLY AS AN EXPERT

TRUSTED BY BUSINESSES LIKE YOURS

Our Approach

How Our Experts Deliver Business Optimization Consulting

Businesses today need innovative solutions as automation, technology and disruption impact the supply chain and other operations. With business process consulting, businesses can anticipate and counteract cash shortages, manage expenses smartly and build trust with stakeholders.

But our business finance consultants take it a step further:

  • Extensive experience in your particular industry and your tech stack.
  • Cross-functional expertise as COOs, CMOs and more.
  • Knowledge of new trends and tools to ensure agile, adaptable processes.

Current State Assessment

Current State Assessment & Gap Analysis

Start your business process management consulting with a current state assessment of your existing operations.

  • SWOT Analysis
    Complete a SWOT analysis of your strengths, vulnerabilities and gaps.
  • System Assessment
    Evaluate your current software based on business requirements.
  • Process Assessment
    Receiveworkflow, reporting and compliance recommendations.
  • Benchmarking & Metrics
    Develop quality and cost KPIs in relation to industry standards.

Where Expertise & Empathy Meet

Change is difficult. Our experts meet your teams with empathy, so you can move forward effectively, together.

Hear how a Partner With CPA expert uses a multidisciplinary background to understand pain points across the organization.

Play

Business Process Optimization

Seamless Business Processes Optimization

Our approach to business process optimization is twofold:

  • Risk and Redundancy Analysis
    Evaluate spend on talent, technology and processes based on business needs to eliminate waste.
  • Workflow Streamlining
    Find opportunities for automation or resiliency in singular projects or across the entire finance operation or organization.

Operational Consulting

Comprehensive Business Operations Consulting

Our business-wide operations consulting looks at performance across the value chain.

  • Supply Chain Enhancement
    Refine your supply chain management, including negotiating contracts or reducing supplier lead times.
  • Cash Flow Improvement
    Forecast and monitor cash flow, identifying avenues for cost reduction without skimping on quality.
  • Compensation Strategy
    Design competitive compensation packages to align company objectives and market standards.
  • KPI and Goal Development
    Ensure your KPIs align with strategic goals and easily visualize and monitor performance.

Combine the Power of Strategic & Operational CFOs

Our elite network of CFOs working as business process consultants bring both strategy and operational acumen to the table. Architect your long-term vision while ensuring your finance team and operations move in lockstep.

Strategic CFO Solutions

Best for
Long-term growth, enterprise transformation, stakeholder trust and communication.

Long-term strategic vision for your business.

A broader view of your operations in the context of how they drive and sustain value.

Robust implementation and usage of financial analytics for future-casting.

Operational CFO Solutions

Best for
Debt elimination, short-term equity, cost reduction, value enhancement prior to acquisition.

Emphasis on day-to-day optimizations.

A deep understanding of how each business function and component works.

Focuses on systems and processes that drive efficiencies.

Real-Time Business Solutions,
Seamless Collaboration

PartnerwitCPA powered platform optimizes talent matching, speeds up processes and unlocks data-driven insights to solve immediate and long-term business challenges like never before.

  • Ready-to-start
    expertise
  • Streamlined
    onboarding
  • Full project management
    support
SCHEDULE A CONSULTATION

Help Center: Frequently Asked Questions

By default, this panel is concealed and appears when the user clicks on the section title. Input relevant information about its title using paragraphs or bullet points.

By default, this panel is concealed and appears when the user clicks on the section title. Input relevant information about its title using paragraphs or bullet points. Accordions can enhance the user experience when utilized effectively. They allow users to choose what they want to read and disregard the rest. Accordions are often utilized for frequently asked questions (FAQs).

By default, this panel is concealed and appears when the user clicks on the section title. Input relevant information about its title using paragraphs or bullet points. Accordions can enhance the user experience when utilized effectively. They allow users to choose what they want to read and disregard the rest. Accordions are often utilized for frequently asked questions (FAQs).

By default, this panel is concealed and appears when the user clicks on the section title. Input relevant information about its title using paragraphs or bullet points. Accordions can enhance the user experience when utilized effectively. They allow users to choose what they want to read and disregard the rest. Accordions are often utilized for frequently asked questions (FAQs).