Month-end shouldn't be
a reconciliation marathon.
If your finance team still closes the books by pulling data from three systems, adjusting it in spreadsheets, and hoping it reconciles — the problem is the reporting layer, not the people. The Systems Diagnostic maps exactly where the data breaks down.
Sound Familiar?
What CFOs and controllers describe before the diagnostic.
Month-end close takes more than 10 business days
Reporting requires manual adjustments before leadership trusts it
ERP and financial management system don't reconcile without intervention
KPIs live in spreadsheets, not dashboards
Revenue recognition workflows are partially manual
The chart of accounts doesn't reflect how the business actually operates
What Changes
How the diagnostic helps finance leaders.
Review your full reporting layer — what's driving the reconciliation burden and where the data breaks
Map the gap between what the ERP holds and what finance needs to close the books
Reconfigure the chart of accounts, reporting workflows, and integration points that are creating friction
Build dashboards and reporting that pull from live ERP data — not exported spreadsheets
Assess where automation can reduce the manual steps in your month-end process
Why This Is Different
Most consultants configure ERP modules but don't understand cash flow cycles, revenue recognition, or what the reporting layer actually needs to produce a trusted close. Blake works at the intersection of systems and finance — and stays through implementation.
Common questions from finance leaders.
Will this require changing our ERP?
Almost never. Most reporting problems come from misconfigured chart of accounts, broken integrations between systems, or workflows that were designed for a different version of the business. The diagnostic identifies whether the problem is the platform or the configuration.
How long does the reporting improvement typically take?
The diagnostic itself takes 2–3 weeks. Targeted reporting and reconciliation improvements can be delivered in 4–8 weeks. Full reporting layer reconfiguration for complex environments typically runs 3–6 months. The roadmap from the diagnostic sets expectations before any work starts.
Can you work with our existing accounting team?
Yes — and that's the preferred model. The engagement is designed to work alongside your finance team, not replace them. The goal is a reporting layer your team can maintain and trust, not a dependency on an outside advisor.
Fix the reporting layer.
The Systems Diagnostic starts with how your finance team actually closes the books — and identifies exactly what has to change. No retainer commitment. No sales pitch.