A midsized bedding manufacturing company found itself facing mounting financial and operational challenges after a long-delayed ERP implementation. Nine months of missed milestones left the business without reliable financial reporting. Leadership needed clarity to understand what was happening inside the company and how to move forward.
The challenge
The company tried to keep business moving while its NetSuite implementation stalled. Its CFO focused on managing liquidity and near-term cash needs, which left little capacity to oversee core accounting work. Daily and monthly responsibilities accumulated, and the company reached a point where nearly 12 months of financial reporting were incomplete.
A third-party implementation partner continued working on the technology side, but integration issues and data inconsistencies kept piling up. With so many problems intersecting at once, the company was operating without the financial insight it needed.
How our team helped
This is where our team entered the picture. We focused first on bringing structure back to the accounting function. Then we worked to stabilize the system environment so the company could regain confidence in its data. Our team stepped into key roles and took on the foundational work required to move forward.
We supported the company by:
- Taking ownership of controller and staff accountant responsibilities
- Posting and clearing 12 months of bank activity
- Reconciling customer and vendor balances
- Completing 12 months of balance sheet and income statement reconciliations
- Amazon and Shopify transaction cleanup and reconciliation
- Reducing the monthly close cycle to 10 business days
- Assuming interim CFO responsibilities as leadership changes occurred
- Streamlining financial and operational accounting processes
- Implementing Bill.com for streamlined AP processing and payment
- Correcting NetSuite integration issues
These steps created stability, reintroduced discipline into daily and monthly routines and helped the company rebuild trust in its numbers.
Sikich integrated support
As work across accounting and technology moved forward, it became clear that the company also needed tax support. Our tax services team worked with leadership to address compliance needs and clarify the financial impact of prior year activity. Integrating this work with accounting and system efforts strengthened the accuracy of financial reporting and helped leadership understand the company’s full financial position.
By coordinating across accounting, tax and technology, we reduced complexity for the company and created a more reliable operating rhythm.
The impact
Within a short period, the company regained financial visibility. Reporting became reliable again, and leadership had timely information to support decisions. Accounting processes became repeatable and predictable, and the NetSuite project began to move forward under a more disciplined structure.
With better data, clearer roles and stronger alignment across teams, the company regained the momentum it had lost.
What began as a year of uncertainty became a turning point. Through coordinated support across, our team helped the company steady its operations, restore financial accuracy and reestablish progress on its system roadmap. The company moved forward with confidence, supported by insight it could trust.
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Ready to strengthen your accounting operations? Explore how our outsourced accounting services can support your team and help you build reliable financial processes. Learn more here.
This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.
