Business Opportunity Assessment (BOA)

See where your finance function stands — and where to take it next.

A focused, outside look at your accounting and finance function — your structure, processes and systems — that ends with a clear, prioritized roadmap for strengthening it.

Reach out How it works

On this page

What's on your mind?
Structure, Process & Systems
How the engagement works
What you walk away with

What's on your mind?

If any of this sounds familiar, it may be worth a closer look.

A BOA often begins with a sense that your finance function could be running better — you're just not sure where to start. Sound about right?

Your finance function hasn't kept up with how fast you've grown.

You can't get a clear, timely read on the numbers when you need it.

Month-end drags on, and far too much of it is still manual.

Your processes and reporting systems could be more modernized, automated and efficient.

You're not sure your team is set up right, or who should own what.

You're confident there's a better way to run your finances — you just don't have the time or in-house expertise to get there.

How we look at it

We look across three dimensions.

Your finance function depends on three things working together — how it's organized, how the work gets done, and the technology behind it. We assess all three, and how they fit together.

Structure

Who's doing what — and whether your team is structured to support where the business is headed. We look at roles, responsibilities, reporting lines and capacity, and where gaps, overlaps and key-person dependencies exist.

Process

What's being done, and how it's currently done. We look at each of your key finance tasks and how your team handles it today, then compare that against how we'd recommend doing it — so the gap between current practice and recommended practice is clear.

Systems

The tools and technology behind your finance function. We assess your accounting and business-management systems — what you're using, how well they connect, and where better technology or automation could save time and reduce manual work.

How it works

A clear engagement, start to finish.

Each engagement is scoped to your team size and the outcome you're after.

Discovery & scope

We start with a call to understand the problem you're trying to solve, then scope the assessment around your team and the outcome you want.

Team interviews

We interview your whole team — staff, management and owners — preferably in person, though remotely works too. Speaking directly with the people doing the work surfaces the clearest insight.

Gather & analyze

We bring it all together, analyzing the findings from your interviews alongside the relevant documents you've shared — building a clear picture of how your structure, process and systems fit together.

The report

You get a comprehensive report: key themes, findings across all three dimensions, and a prioritized roadmap to act on.

Where it leads

The assessment stands on its own — but if the path forward calls for it, we can stay on to help you put the recommendations into practice.

What you walk away with

A clear, prioritized plan you can act on.

You walk away with a comprehensive written report, built to be used. It opens with the key themes and an executive summary — the handful of things that matter most — then works through detailed findings across your structure, processes and systems.

Every finding comes with a clear recommendation — whether that's to change something, improve on it, or keep doing what's already working well. From there, it all rolls up into a prioritized roadmap: what to tackle first, what can wait, and the timeline, resources and leadership it'll take to get there.

Whether you act on it yourself, hand it to your team, or bring us in to help execute, you'll have a clear view of where you stand and a defined plan for what comes next.

Keep exploring

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