AccShift Financial Outsourcing Services
Executed Consulting Redefined
Standardize and Automate Processes, Continuous Close Practices, Leverage Real-Time Data, Use Closing Dashboards, Enhance Collaboration, Strengthen Account Reconciliations, Optimize Approval Workflows, Continuous Process Improvement, Cloud-Based Solutions, Minimize Adjustments and Corrections.
Automation and Process Optimization, Data Integration and Management, Advanced Analytics and Predictive Modelling, Strategic Business Partnership, Cultural and Skillset Evolution, Technology Enablement, FP&A Centre of Excellence.
Enhance Receivables Management, Optimize Payables Management, Inventory Management, Cost Control and Expense Management, Revenue Optimization, Short-Term Financing Options, Cash Flow Forecasting (13 weeks, and Total Year), Tax Planning, Technology and Automation, Cross-Functional Collaboration.
Leadership and Culture, Process Optimization, Customer-Centric Focus, Technology and Automation, Performance Measurement, Continuous Improvement.
Revenue Enhancement, Cost Management, Product and Service Optimization, Technology and Analytics, Workforce Optimization, Reduce Overhead Costs, Focus on High-Margin Customers.
Define the Scope and Objectives, Design the Shared Services Model, Implement Technology and Automation, Pilot the Shared Services Model, Scale and Expand, Ensure Change Management and Communication.
For a public listed Healthcare company, we worked closely with Finance and Sales Leaders to fix a broken pricing analysis process by first mapping the "As-Is" process and then collaboratively developing a proposed future-state model. Achieved pricing improvement through process standardization by streamlining and unifying pricing workflows for greater consistency and efficiency, conducted detailed benchmarking to identify and address pricing gaps, and developed a revised, data-driven pricing strategy aligned with market dynamics and business objectives.
For a private QSR owner, implemented the "3 in a Box" approach to align and integrate their operating system (POS), accounting software, and FP&A tools into a seamless, data-driven ecosystem. This ensured that transactional data from sales and operations flowed accurately into the accounting suite and then into forecasting and analytics platforms, enabling real-time visibility into store-level performance, profitability, and cash flow. The integration reduced manual reconciliations, improved decision-making speed, and supported rapid expansion.
AccShift Taxation advised a small-sized Commercial Real Estate Construction company on strategic tax planning for future investments, with a primary focus on capital gains optimization. The engagement included evaluating and implementing tax-efficient strategies such as 1031 exchanges, Qualified Opportunity Zones (QOZs), the creation of a QOZ Fund, and leveraging Delaware Statutory Trusts (DSTs) to maximize tax deferral benefits and enhance investment flexibility.
For a mid-sized IT services company, reduced Days Sales Outstanding (DSO) from 81 to 65 days within six months by implementing a targeted set of initiatives. These included enforcing billing discipline, renegotiating collection terms, tying collections performance to employee bonuses, conducting weekly reviews of aged receivables, proactively resolving AR issues, and introducing low-cost factoring. The result was improved cash flow, stronger customer engagement, and a more disciplined collections process.