Finance Transformation


We develop transparent and insightful financial reporting helping you make informed business decisions.

A strong financial foundation is the bedrock of your business

We know that a strong financial foundation is the bedrock of your business.  That’s why we help you establish the financial infrastructure you need to build, shape, and operate your business.

We provide financial process improvement, cash flow insights, budgeting/forecasting, and analytics so that you understand your performance and get a competitive advantage while making mission-critical decisions.

Optimize your accounting function with business accounting services like bookkeeping, payroll, financial statements, cash management, and more.

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We develop transparent and insightful reporting helping you make informed business decisions.

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Gain strategic insights and leadership to help fulfill your long-term business needs with outsourced Controller and CFO services.

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Spend more time working on your department mission and less time running the numbers by letting Sikich manage your pension fund accounting functions.

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How we approach Finance Transformation

WHat We Do

  • Document current finance processes
  • Develop financial toolbox roadmap
  • Streamline collections and payables processes
  • Refine communication path and cadence
  • Develop 13- or 26- week cash flow model with insights
  • Create and monitor liquid asset dashboard
  • Align with budget
  • Automate weekly cash dashboard
  • Integrate cash metrics on leadership scorecards
  • Develop strategic cash plan for use of debt
  • Create goal-driven budget tool
  • Solicit input from all functional areas
  • Review monthly progress and analyze variances
  • Solicit feedback from line-item owners on monthly basis
  • Communicate goals and performances to leadership
  • Integrate KPIs into entrepreneurial operating system
  • Create weekly leadership dashboards
  • Develop financial metrics
  • Create operational metrics from department heads
  • Enhance reporting through visualizations
  • Develop finance materials for board meetings
  • Create investor relations reports
  • Perform due diligence on potential targets
  • Review accounting processes
  • Develop acquisition playbooks
  • Facilitate change management projects

Case Studies

We have a proven track record of success, and we’re eager to showcase our expertise through our finance transformation case studies. Our case studies demonstrate the impact we’ve had on our clients’ businesses, and how we’ve helped them achieve their financial goals. Contact us today to learn more about how we can help you transform your finance function and take your business to the next level.


Outsourcing accounting functions to Sikich connects you with hands-on financial experts who are trained to create continuous improvements in accounting and finance operations, freeing up your own staff and resources to focus on core business competencies.