Four engagements, four different starting points — and the same discipline applied to each: diagnose the real problem, then build the system that fixes it for good.
A 14-day month-end close and no reliable management numbers — by the time reports landed, the business had already moved on.
Rebuilt the chart of accounts, automated bank and vendor reconciliations, and deployed a live MIS dashboard the leadership team checks daily instead of waiting on monthly decks.
Close time dropped from 14 days to 4. Leadership now makes pricing and inventory calls on current numbers, not last month’s.
Sales, inventory and accounts lived in disconnected spreadsheets that were re-typed by hand at every handoff, hiding excess stock and slow-moving SKUs.
Implemented Zoho Books, Inventory and CRM with custom integrations, giving every team one source of truth for stock, orders and cash.
$840K in working capital was freed from excess inventory within two quarters of go-live.
Manual procurement approvals were routed by email, causing delivery delays and maverick spend outside agreed vendor terms.
Built multi-tier approval automation with vendor and budget controls enforced by the system, not by memory.
3,200 hours a year of manual chasing and re-keying removed, with full audit trails on every approval.
Recurring audit findings and no segregation of duties left the business exposed at every year-end review.
Designed a full control matrix, documented SOPs, and rebuilt approval chains so no single person could originate and approve the same transaction.
Zero audit findings in the following cycle, and a control framework the board now references directly.
Book a strategy session and we’ll map the fastest path to a result worth putting in a case study.
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