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Our Process

We bring a 21st-century approach to Finance and Accounting, enabling your company to scale its business without scaling overhead.

1. START

To learn how Series Next Solutions’ services will enable your business to scale to its desired future state, we offer our Efficient Back Office Assessment—free of charge and no commitment required. During our assessment, we will:

  • Probe 15-20 key processes and functions impacting the finance and accounting organization.
  • Rate those processes and functions on our 0-3 scale, and recommend a target rating based on your unique circumstances.
  • Deliver a roadmap to you for closing the gaps between your rating and target, with no obligation to hire us for help.
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2. ACCELERATE

Assessment results determine immediate needs unique to your workflow and desired state. These projects are designed and accomplished to immediately improve back-office pain points. Our acceleration strategies include:

  • Accounting Accelerator: Overhaul of books and records
  • Financial Model Development: Three statement, driver-based model, usable by the business
  • Always-on Reporting Implementation: Define + track daily/monthly KPIs with supporting information. We love Power BI.
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3. RUN

Once immediate problems are solved, SNS implements long term projects to take operations to the next level.

  • CFO for Hire:
    • Conduct monthly financial reviews with management
    • Projection-to-actual analysis
    • Spot check on savings opportunities
    • Oversee financial statement close process
    • Update rolling projections on a quarterly maintenance schedule
  • Business Intelligence:
    • Define metrics that drive performance
    • Build and maintain Business Intelligence datasets
    • Maintain reporting to support strategic and day-to-day decisions
  • Accounting and Reporting:
    • Keep the books
    • Maintain chart of accounts
    • Build and manage accounting policies
    • Run monthly close process
    (Excludes tax, but we can arrange it)
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Ready to scale?

Are you interested in learning more about how Series Next Solutions can support your growth? Get started with your complimentary back office assessment today!

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We get business owners out of the Finance seat by using data-driven Finance and Accounting solutions to achieve more with less.

© All rights reserved | ​2023

902 Jefferson Ave, Suite 202

New Orleans, LA 70115