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Business Transformation Services

Business transformation Services

True operational improvement starts with understanding the root cause.
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Turn Strategic Vision into Practical Business Transformation

Navigating business transformation requires more than just high-level strategy—it demands practical, root-cause solutions that fit your organization’s unique culture. Sikich’s Business Transformation Services partner directly with your leadership team to diagnose core operational challenges and build streamlined workflows that drive measurable performance, productivity, and ROI.

SOLUTIONS

Practical solutions for business transformation

Functional system implementation support

Streamline system and process evolution.

Salesforce AI strategy

Project management

Execute initiatives through PMO setup, end-to-end program and project management and reviews.

Data analytics & AI

Empower data-driven decision-making.

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Managed services

Process & system optimization assessment

Optimize and automate operational workflows through targeted process redesign.

EXPERTISE

Practical expertise. Flexible execution.

We combine deep technical expertise with hands-on industry experience to deliver practical, actionable solutions tailored to your organization. Whether you need targeted project support, an integrated team, or a fully managed solution, our flexible delivery model aligns directly with your goals to eliminate friction and accelerate business growth.
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Learn how Sikich can help you with your business transformation.
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Third party attestation

Third party attestation

Gain immediate trust and unlock new markets with independent Third party attestation
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Turn compliance into your competitive edge

In today’s interconnected digital economy, your clients and stakeholders don’t just want promises—they demand proof. Whether you need a SOC report, ISO certification, or a customized security assessment, standard compliance shouldn’t slow your momentum.

At Sikich, we combine deep accounting rigor, advanced cybersecurity insights, and real-world business strategy to deliver third-party attestations that build unshakeable market trust.

Solutions

Our focused solutions

consumer goods & retail solutions

ISO

Microsoft SSPA

SOC 1/SOC 2/SOC 3

Build confidence with your customers and stakeholders.

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Stay Ahead

Attestation that drives business value

Third-party attestation isn’t just a regulatory obligation; it’s your strongest sales enablement tool. When enterprises, enterprise procurement teams, and investors review your security and control posture, a Sikich attestation report gives them total confidence to move forward.
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EXPERTS

Leadership

Matt Schiavone

Director

LinkedIn
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Ready to validate your security and operations?

If you’re ready to move beyond checklists and toward real resilience, we’re ready to help.
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Executive search

Executive search

Optimize your growth. Elevate your team.

Breakthrough executive search solutions from Sikich give you access to high-caliber and ideally qualified candidates. We pride ourselves on our extensive talent community.
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Your strategic partner in executive search.

Our high-touch team addresses the overall talent shortage in the market by building long-trusting relationships, attracting, and placing top professionals.

We harness cutting-edge, proprietary search technology and the expertise of our accomplished search team to swiftly and efficiently identify the perfect talent for your organization.

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Years of experience
0M
Professional talent community
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Average days hiring process

Singular Position Fulfillment and Comprehensive High-Volume Placements through Managed Delivery

  • Executive searches (C-suite and High-level leadership roles)
  • Management level placements
  • Discreet, confidential searches
  • Professional, niche & specialist roles
  • Department standup/build outs
Why Executive Search

  • Elite Search Team: Our highly experienced team, located across the nation, delivers unparalleled excellence.
  • Nationwide Reach: Comprehensive coverage across diverse skill categories and markets.
  • Exclusive Talent Access: Unrivaled access to passive, hard to find talent pools.
  • Customized Solutions: Tailored search solutions to meet your unique needs
  • Rigorous Methodology: Consultative and thorough search processes that deliver measurable results.
  • High Success Rates: Ensuring exceptional matches through a meticulous and strategic approach.
  • Exceptional Experience: Best-in-class client and candidate experience.
  • Full-Service Partnership: A collaborative approach with our clients.
Our Focus

Specializing in retained and contingent search solutions

  • Finance & Accounting, Tax, Legal
  • Internal Audit, Risk & Compliance
  • Human Resources, Sales & Marketing
  • Business Operations & Optimization
  • Information Technology
  • Engineering
  • Niche Searches
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Connect with Sikich executive search

We appreciate the opportunity to connect with you, understand your needs, and share our experiences.
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Technical Accounting & Financial Reporting

Technical Accounting & Financial Reporting

We partner directly with your leadership team to protect your bottom line, ensure seamless reporting accuracy, and keep your business moving forward with confidence.
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Expertise comes from experience

Navigating today’s rapidly evolving accounting and reporting requirements can quickly overwhelm internal finance teams. Balancing rigorous compliance standards with operational performance requires specialized insight—and the right partner to help you execute. Sikich’s Technical Accounting and Reporting Advisory team delivers deep industry experience and technical expertise to help organizations resolve complex financial challenges efficiently.

Solutions

Our Technical accounting & financial reporting services

robust reporting

GAAP & IFRS reporting

Adhering to structured accounting frameworks offers major strategic and operational benefits.

Pre / Post IPO support

Building the foundation, fixing vulnerabilities, and maximizing valuation.

AI ERP transformation

Technical accounting interpretation & application

Interpret and apply complex GAAP & IFRS standards, both new standards and transactionally driven requirements.

outsourced accounting services

SEC & regulatory reporting

Navigate complex compliance mandates, streamline public filings and reduce friction.

MGA operating model for scalable growth

Technical policies development & review

Establish clarity, ensure compliance, and mitigate operational risk.

what to expect from an Azure Assessment

M&A technical accounting

Navigate complex deals, protect enterprise value, and accelerate integration.

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Learn how Sikich can help you with finance & accounting solutions.
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Finance & Accounting Consulting

Finance & accounting consulting

We apply pragmatic, flexible solutions and expertise, enabling our clients to drive business value.
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Navigating financial strain with precision and momentum

When economic pressures mount and cash flow tightens, staying agile isn’t just a strategy. It’s a necessity. You need more than high-level advice; you need an experienced partner who rolls up their sleeves, cuts through the noise, and delivers practical ways to optimize performance.

Whether you’re looking to streamline core finance functions, control expenses, or plug critical talent gaps, our specialists bring deep industry experience and battle-tested methodologies to move your organization forward.

SOLUTIONS

Solving your accounting challenges

Account Reconciliation

Whether clearing backlogs or streamlining processes, get your corporate accounting back on track.

financial services for manufacturing

Accounting & financial management

We ensure your team excels through any transaction, transition, or challenge.

Accounting close optimization

Optimize your accounting close and strengthen controls to shorten report times and mature your processes.

Cash to GAAP conversion

Adapt to GAAP compliance—identifying needed changes and operationalizing them for seamless investor readiness.

M&A integration & support

We handle M&A integration seamlessly so your team stays focused and your deals deliver full value.

Sikich Insurity partnership

Policy & procedure development

We build tailored policies and procedures—from single updates to complete overhauls—to reduce risk and boost transparency.

results

Where we drive real value

  • Turn complex operational data into clear, actionable intelligence.
  • Eliminate operational friction and protect your bottom line.
  • Modernize systems for real-time visibility, accuracy, and control.
  • Build lean, scalable frameworks that minimize risk.
  • Steady the ship and navigate high-stakes financial distress with confident hands.
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Learn how Sikich can help you with finance & accounting consulting.
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Technology & Cyber Risk

Technology & Cyber Risk

Secure your systems. Protect your data. Confidently move fast in a digital world.
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No two organizations face the same risks.

Whether you’re managing legacy systems, scaling cloud infrastructure, or responding to new regulatory demands, our approach begins with understanding your environment, your goals, and your vulnerabilities. We tailor our services to help you assess, prioritize and mitigate risks—so you can focus on growth without compromising security.

Our Technology and Cyber Risk Consulting team helps organizations navigate the evolving threat landscape with confidence. We combine deep technical expertise with strategic insight to protect your digital assets, ensure regulatory compliance, and strengthen operational resilience.

Solutions

Our focused solutions

Sikich Insurity partnership

AI governance & risk management

We build and execute a plan that enhances your control environment.

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Automation and AI enablement

Our AI services uncover hidden value, streamline operations and deliver results.

Business Resiliency

Business resiliency

Anticipate, withstand and recover from disruptions. Sikich strengthens continuity, safety, cybersecurity and security programs to protect performance.

CMMC readiness

Protect controlled unclassified information within your supply chain while achieving compliance

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demo of Business Central integrated with Outlook, Excel and Teams

Cyber risk assessments

Catch misconfigurations or unpatched vulnerabilities before malicious actors exploit them.

Financial services cyber regulations

HIPAA / HITRUST

Navigate the hundreds of specific control requirement statements HITRUST requires.

construction industry

Incident response

Structured, tactical approach to handling and managing the aftermath of a cybersecurity breach.

IT audit, risk, & assessments

We assess IT controls, cybersecurity and compliance to strengthen organizations with tailored, framework‑agnostic audits.

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NIST CSF/AI RMF

using copilot with Dynamics 365 Business Central

PCI compliance (ASV/DSS/PIN)

Achieve more from investments in systems and processes

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Penetration testing

Understand your most dangerous security risks, and mitigate them

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Third party risk management (TPRM)

TPRM programs manage vendor risks in security, compliance and resilience. Sikich helps build governance, assessments, monitoring and reporting frameworks

Microsoft Dynamics 365 Business Central user adoption

vCISO

Tap into experienced security professionals who bring diverse industry experience and immediate impact.

Stay Ahead

Need to solve for other business risks?

Stay ahead of risk, not behind it. We make compliance, audits, and governance simple—turning complex challenges into clear, actionable strategies. Protect your business, strengthen controls, and build lasting resilience with solutions tailored to your goals.
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EXPERTS

Leadership

Jamey Loupe

Principal

LinkedIn
Email
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Let’s turn risk into clarity.

If you’re ready to move beyond checklists and toward real resilience, we’re ready to help.
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Internal Audit, Risk & Compliance

Internal audit, risk & compliance

We independently assess, design, implement, and test the overall effectiveness of your control environment, ensuring your organization effectively manages business risk while remaining resilient, compliant, and optimized for growth.
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Transforming Risk Management into Strategic
Advantage

Modern regulatory environments demand more than simple checkbox compliance. Our professionals leverage deep industry expertise alongside advanced technical tools to deliver rigorous, data-driven insights tailored to your specific organizational structure.

Solutions

Our focused solutions

Sikich Insurity partnership

AI governance & risk management

We build and execute a plan that enhances your control environment.

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Automation and AI enablement

Our AI services uncover hidden value, streamline operations and deliver results.

Compliance risk management

Deep understanding of the regulatory and compliance landscape and provides valuable insights into industry best practices.

Construction audit

We have an established model for supporting all aspects of your construction life cycle from planning through project closeout.

professional services Copilot

Contract compliance audit

Sikich principal Neil Keller featured in WICPA On Balance

Emerging topical requirements

Enterprise risk management

ERM provides a holistic view of risk. With Sikich, you gain frameworks, tools and expertise to mitigate threats and improve decisions.

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Notice 2026-17 eases Section 987

Ethics and compliance

Webinar: Boosting NetSuite efficiency with AI, security, and financial intelligence

External quality assessments

Featured in NCURA publication in the news post for Sikich leaders in data analytics

Financial services internal audit

Banking and finance represent a broad spectrum of disciplines and service areas subject to regulatory mandates, IT dependencies and performance expectations.

using copilot with Dynamics 365 Business Central

Fraud risk management

Stay ahead of risk with fraud strategies built to protect your business.

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mergers and acquisitions in manufacturing

Grant management & compliance

Integrated resourcing

Certified audit experts, flexible delivery, and deep risk and compliance expertise across diverse industries.

Internal audit (Co-source & outsource)

Navigate risk, strengthen controls and maximize value with expert internal auditing.

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Richard Lynch featured on The Accounting podcast

Model risk management

higher education IT consulting

Software risk management

Our focus on controls provides cost effective strategies for safeguarding the confidentiality, integrity and availability of information to protect your company’s brand and reputation.

SOX compliance

We provide SOX compliance solutions with tailored controls, risk assessments, documentation, and testing to boost resilience.

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avoiding supply chain disruption with the Master Planning module in D365 for Finance and Supply Chain Management

Supply chain risk management

Salesforce AI strategy

Sustainability risk management

transparency

Why partner with our team?

We bring a balanced approach combining technical precision with practical business execution. Our senior advisors dive deep into your operational and IT control ecosystems to identify process vulnerabilities before they impact your financial reporting or regulatory standings. By aligning compliance mandates with forward-looking operational insights, we turn traditional risk functions into true engines of continuous improvement.
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Stay Ahead

Need to solve for technical and security risks?

Protect your assets and scale with confidence.
Don’t let cyber threats or compliance demands stall your growth. Partner with our Technology & Cyber Risk experts to assess, prioritize, and secure your digital environment today.
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Ready to get started?

Fill out this form and our internal audit & controls team will schedule a free consultation.
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Remote Workforce Implementations

Empower Modern Work

Leverage modern technology to transform fragmented systems into a unified, high-performing digital workplace that keeps your business goals on track. Whether your team is on-site or remote, we securely connect your people and platforms to drive productivity and deliver measurable impact.
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We deliver technology projects anywhere.

Whether onsite, virtual, or a blend of both, we deliver technology solutions with flexibility and precision, adapting to your business needs at every stage. From initial consulting and assessments to implementation, training, and ongoing support, Sikich helps you build a productive, talent-driven workplace.

Collaboration & Unified Communications

Connect your workforce with seamless, secure communication whether on-prem, hybrid, or cloud.

We design, deploy, and manage collaboration environments that unify calling, messaging, and meetings across industry-leading platforms. From deeply integrating Microsoft Teams and Microsoft Phone System to supporting Google Workspace, Cisco Webex, and traditional voice systems, our experts simplify user experiences.

End-User Enablement Strategy

Empower your workforce with the right tools, anywhere they work.

Empower your workforce with the right tools, anywhere they work. From strategy and assessment to implementation, training, and support, we align platforms and services to how your employees work, including enhancing collaboration, enabling hybrid work, and driving a productive, intuitive user experience.

Productivity Enablement

Transform how work gets done with purpose-built digital solutions.

We deliver tailored, user-centric experiences that boost efficiency and enable secure collaboration across Microsoft 365, Google Workspace, and AI-powered tools. From cloud migration and ERP/CRM implementation to advanced security with Microsoft EMS, our managed services help teams stay agile, connected, and securely productive anywhere they work.

transformation

Transforming how your organization works

We empower teams to thrive from anywhere by implementing cloud and productivity technologies. Our deep experience in digital transformation helps unlock the full potential of people and technology. This enables seamless collaboration, stronger customer service, and meaningful business impact in a remote-first world.
Our microsoft Approach

Scaling Your Modern Workplace

We created Sikich Modern Workplace QuickStart — a proven framework with best practices and templates for fast, efficient transformation. QuickStart delivers Microsoft Teams, Microsoft Phone System, and Microsoft 365 through a structured, predictable approach. Working closely with your team, we handle implementation, user adoption, and future planning. Your employees gain powerful collaboration tools for messaging, video, and file sharing, while we help you craft a strategy to maximize results as your business grows and evolves.
“They know what we’re working on, they know some of our strategic plans and they’re able to suggest technology out there that’s beneficial to us.”
Mickey Charlton
IT Director, Cornwell Quality Tools
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Go remote.

Maintain collaboration no matter the distance.
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Data and AI

Data and AI services

Your organization generates data at every level but are you turning it into action? We help you harness that data with tailored strategies and cutting-edge tools. The result: insights that move your business forward and unlock what’s next.
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Start with strategy. Scale with confidence.

Success starts with clarity. We partner with you to build a data and AI strategy that serves as a roadmap to transforming your data into a strategic asset, fostering a culture driven by insight.

Through SWOT analysis, we uncover opportunities and risks. Data mapping connects your data assets to business processes, streamlining operations. And we bring transparency by identifying data owners across your organization.

Services

Our data and AI services

Data strategy

We help you build a strategy to treat data as a strategic asset, driving modernization and a data-driven culture across your enterprise or business units.

Artificial intelligence

Our AI services uncover hidden value, streamline operations and deliver results that help your business thrive in a fast-changing world.

Data and AI governance

Our governance services are centered on building data fluency and ensuring your data and AI assets are appropriately curated.

Business insights

We deliver timely, actionable insights tailored to how decision-makers think, so they can act with confidence.

Modern data platform

Our architecture expertise enables you to build a fully integrated data ecosystem to establish a single source of truth.

Sikich AI Solutions Studio®

The Sikich AI Solutions Studio®, part of our Data and AI practice, guides AI adoption with a vCAIO to unlock data value and implement solutions that boost compliance, quality and operational excellence.

Leverage innovative accelerators and advanced methodologies.

Rapid Implementation

Reduce time-to-value with proven, scalable approaches.

AI-Powered Predictive Analytics

Drive business foresight with state-of-the-art machine learning models.

Data Monetization Strategies

Unlock new revenue streams by transforming data into valuable assets.

Adaptive Cloud Architecture

Seamlessly scale your infrastructure to meet evolving business demands.

Client-Centric Innovation Labs

Co-create tailored solutions with a focus on your unique challenges.

FUTURE READY

Build a future-ready enterprise.

We help your business thrive with a clear, actionable data strategy aligned to your goals—accelerating time-to-value while reducing waste and disruption. Our AI and machine learning blueprints unlock predictive insights and streamline operations through automation. We deliver strong data governance focused on quality, integrity and compliance. To support agile growth, we build cloud ecosystems designed for scalability and flexibility. And with 360° customer and product intelligence, we enable smarter decisions and deeper personalization. Every solution is tailored to maximize ROI and drive lasting success.


Podcast

Subscribe to our AI podcast

connected data strategy for SMBs with NetSuite

Staying competitive: clarity and control in a fast-moving AI world

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“We gave decision-makers the insights they needed to plan ahead and improve their processes.”
Mike Sanders
Director of Information Technology, Mid-Continent Instruments and Avionics
Experts

Our Industry Experts

Rick Young

Senior Director

LinkedIn
Email
John Eisenhauer

Director

LinkedIn
Email
Ray Beste

Principal AI Strategist

LinkedIn
Email
Russell Tolsma

Director

LinkedIn
Email
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We’re here to help your business.

Learn how Sikich can help you on the road to being a data-driven organization.
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Expert IT Management Tailored to Your Business Needs

Expert IT management

Empower your business with Sikich’s expert-managed and co-managed IT services, Tech 360. Our team of highly skilled professionals delivers comprehensive solutions tailored to your unique needs, ensuring seamless operations and driving business growth.
Unlock your technology’s potential

Security as a strategic advantage

Turn cybersecurity into a strategic advantage with Sikich’s managed security services. Our 24/7 operations center, staffed by experts, keeps your systems and applications continuously monitored and protected. Whether you need network and data center management or issue-based user support, Sikich brings professionalism and commitment to every engagement.

As your Managed Security Services Provider (MSSP), Sikich will provide insights to address emerging risks and identify security gaps. We propose effective measures to mitigate concerns, offer ongoing security planning and risk management, and collaborate with your IT and business teams to model challenges and responses. Our goal is to foster a culture of pervasive cybersecurity across your organization while recommending and deploying thoroughly vetted, tested security tools.

Our approach

Your dedicated IT and industry experts

Sikich uses agile, efficient delivery methods to maximize your technology systems’ performance. We understand that IT-managed services should align with your business goals and enhance your customer service. Our team includes seasoned professionals with deep industry experience, working with a collaborative mindset to help you achieve meaningful results.

Transform your IT today
Solutions

IT services for business growth

vCIO

Our virtual CIO services give your IT team a strategic edge with guidance on tech, budgets, and planning.

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Tech 360 managed services

Continuously improve your operations and work with valuable technology providers.

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Co-managed services

Combine the expertise of Sikich with the knowledge of your internal IT teams.

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Cybersecurity

Our Cybersecurity practice is dedicated to assisting our clients with cybersecurity consulting, fraud management, risk mitigation and vulnerability detection and prevention.

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Microsoft 365

We’ve implemented Microsoft 365 for over a thousand organizations and provided support for hundreds of thousands of seats.

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Data center services

We deliver proactive data center management that reduces risk, boosts efficiency, and maximizes IT value.

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Specializations

Industries we serve

While we work with clients from many industries, these are areas where we have dedicated expertise.

CMMC

Stay contract-ready with managed services that support CMMC compliance, protect CUI, and help your organization meet evolving DoD cybersecurity requirements.

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Financial services

We bring deep financial expertise across private equity, insurance, wealth management, and banking sectors.

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Construction and real estate

With deep construction experience, we deliver tailored solutions that solve challenges and keep operations smooth.

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Manufacturing

We offer essential services that help manufacturers boost efficiency, grow revenue, and drive innovation forward.

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Distribution

We help turn your goals into results with supply chain expertise and proven technology solutions that deliver.

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Professional services

Wherever you’re located, we tailor tactical solutions to your needs and proudly serve as your trusted team.

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Start today.

Get the guidance you need based on cutting-edge insights and industry best practices.
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