We migrated a growing B2B SaaS company's accounting platform from QuickBooks Online to NetSuite. The finance team only provided limited support while we conducted the migration and provided a turnkey accounting platform that we successfully turned on at the end of a quarter. Our services included training of the accounting team.
We worked with a creative agency to evaluate, select and implement a solution to manage their growing payables. We evaluated numerous options and ultimately selected and implemented Coupa. We drove vendor communication and ultimately achieved full adoption across their suppliers
We worked with a high growth venture-backed startup that had yet to build a reliable financial planning and analysis function within their finance team. We built their first budget, forecast and supported their team running the process through the next four quarters.