Financial Operations Advisory Services
To Stay Ahead
of your Competition with Efficient Financial Systems and Processes
Financial Operations Fundamentals
Transition and Implementation Services
Planning a CFO Transition or rebuilding your Finance team? Looking to upgrade your systems?
Let us help you develop and execute a plan to assure that your new team or implementation project is successful
- Retain us as a partner to plan your transition and benefit from our hands on approach to financial operations support
- Identify urgent needs, financial and operational risks and metrics for success
- Take advantage of our expertise to start your system enhancement process with well documented objectives and an implementation timeline that facilitates enterprise-wide communications
General Ledger Assessment
- Chart of Accounts Review
- Account Coding and Content
- Sub-Ledger and Project Sub-Ledger Assessment
- Journal Entry and Adjusting Entry Processes and Procedures
- GL Import Process Review
- Financial Statement Mapping for Optimal Reporting
Purchasing and Accounts Payable
Disciplined Review of Processes and Procedures for
- Approval Policy
- AP Requisitions
- PO Requisitions
- AP Invoice Approval
- AP Payment Accounting and Processes
Accounts Receivables
Disciplined Review of Processes and Procedures for
- Accounts Receivable Recognition and Coding
- Cash/Payment Receipt Accounting & Processes
- AR Sub-ledger Configuration
Cash Management and Bank Reconciliation
- Bank Reconciliation Evaluation
- Accounting Software Capabilities Review
- Optimize your Resources
Reporting and Data Harvesting
Take advantage of our superior data management skills
- Financial, Management and Compliance Reports
- Tax, Audit, Lender, Donor and Grant Reporting
- Custom Report Development
- Validation and Optimized for Efficiency and Speed
Documentation and Training
- Policies and Procedures Documentation
- Training and User-Guide Development
About Us
Our Expertise
Documented success in financial operations improvement supported by well thought out systems enhancements
- better accounting procedures for better reporting
- improved workflow processes for more timely results
- easier audits due to better process documentation and clean accounting data
Track record of successful accounting and reporting system implementations to support operational excellence
Our Team
Westfield Logic LLC is currently staffed by Managing Member David Webber