We provide on site and telephone-based consulting to a wide range of companies.  Our clients include many large public and private companies as well as large research universities. 

We also work closely with firms providing products and services to Procurement and Accounts Payable organizations.  We assist them by performing confidential evaluations of the functionality, features and benefits of their existing and new products and services.

Some recent consulting engagements since October 2007 are listed below:

An in-depth review of the Procure-to-Pay process for a very large privately held retailer.

A review of the Disbursements operation for a large private research university.

A review of the Accounting Operations of a large Canadian Real Estate Investment and Property Management firm.

A review of the Business Plan for a venture funded firm providing new services in the Procurement and Accounts Payable marketplace.

Review and assessment of a new product for the developer of a Procure-to-Pay service.

Assisted in the preparation of a business plan for new online services for Accounts Payable professionals.

Assisted in the enhancement of existing collateral material and the development of new collateral material for a firm providing services to the Procure-to-Pay market.

Assessed the Vendor Master File and associated procedures and controls for a large privately held company.

Developed a strategy and project plan for merging and consolidating multiple accounts payable operations using different software packages onto a common centralized platform.

Provided customized guidelines for new vendor setup and vendor file cleanup after the merger of two large companies.

Prepared a detailed white paper on how to develop and use metrics

Developed a series of online learning modules for a comprehensive course on Essentials of Accounts Payable.

Assisted a public company by assessing their vendor master file and provided extensive recommendations and guidelines for maintaining and enhancing the information in the file and associated procedures and controls.

Developed presentations, half-day and full-day workshops on a wide range of accounts payable and procure-to-pay issues.

Led a team that developed a strategic plan and competitive analysis for a company providing services to Accounts Payable and Procurement organizations.

Provided analysis and commentary to augment several white papers and research reports on a range of financial operations topics.

Developed marketing and promotional materials for several new products and services directed towards CFOs and Controllers.