Accounting Operations
Accounting Operations
That Run the Way They Should
Process Design and Optimization
We assess your current accounting operations, identify inefficiencies and control gaps, and redesign processes to run more accurately and with less effort.
Systems and Technology Integration
We evaluate your accounting systems, recommend improvements, and support the implementation of tools that automate routine tasks and improve reporting accuracy.
Scalable Infrastructure for Growing Companies
We build accounting operations that scale -- from the chart of accounts and close calendar to the workflows and controls that keep the function running as the business grows.
100+
Successful transactions completed
20+
Years of experience
$5 - 50m
Average size of transaction
$20-200m
Average market cap of clients across tech, manufacturing & services
Accounting Operations Advisory for Growing and Mid-Market Companies
What makes us different?
Accounting operations — the processes, systems, and workflows that run the day-to-day finance function — often receive less attention than financial reporting or strategic finance. But operational gaps in accounting create problems that compound over time: slow close cycles, reconciliation errors, inconsistent account coding, and systems that do not talk to each other all degrade the quality of financial information and increase the cost of producing it.
Corviniti provides accounting operations advisory to companies that need their finance function to run more efficiently, accurately, and scalably. We assess the current state of operations, identify the gaps and inefficiencies, and help implement the process changes, system improvements, and organizational adjustments that move the function forward.
We focus on practical improvements — not theoretical best practices. The changes we recommend are calibrated to the company’s actual size, stage, and resources, and we help implement them rather than just describing them. The result is an accounting function that produces accurate, timely financial information with less effort and fewer escalations.
We help with:
- Accounting Operations Assessment: Evaluate the current state of accounting operations — close process, reconciliations, systems, workflows, and team structure — and identify the key improvement opportunities.
- Close Process Design: Design a disciplined, repeatable month-end close process with a clear calendar, defined responsibilities, and documented procedures for each step.
- Chart of Accounts Optimization: Review and restructure the chart of accounts to support accurate financial reporting, management analysis, and audit requirements.
- Accounts Payable and Receivable Process Design: Design and implement AP and AR processes that keep cash flow organized, minimize errors, and support clean financial reporting.
- Reconciliation Framework: Establish a complete, consistent reconciliation framework covering all balance sheet accounts, with clear documentation standards and review procedures.
- Accounting System Evaluation: Assess the current accounting platform and evaluate alternatives — QuickBooks, NetSuite, Sage Intacct, and others — based on the company’s scale and reporting needs.
- System Implementation Support: Support the implementation of a new accounting system — chart of accounts setup, data migration, process configuration, and go-live support.
- Workflow Automation: Identify opportunities to automate routine accounting tasks — invoice processing, bank feeds, expense management, and reporting — to reduce manual effort and error.
- Accounting Team Structure: Advise on the right organizational structure for the accounting team — roles, responsibilities, and reporting relationships — to support the company’s current and near-term needs.
- Policies and Procedures Documentation: Document the accounting processes and procedures that define how the function operates — creating institutional knowledge that reduces dependence on individual team members.
Why Choose Us?
Big 4 expertise,
boutique agility
Corviniti improves accounting operations with Big 4 process discipline and the practical judgment of advisors who understand what actually works for growing companies. We implement improvements, not just recommendations.
Startups and US Capital Markets are our focus
From early-stage companies building their accounting function from scratch to established businesses whose operations have not kept pace with their growth, Corviniti provides the operational improvements that make finance functions work better.
- Startup and Fundraising Focused (including Venture Capital)
- Built for Capital Markets (including IPO and SPAC transactions)
- Boutique Attention
- Big Four Experience
- Transaction Deadline Oriented
Contact Us To
Learn More
Call: (347) 472-1115
Email: info@corviniti.com
Tell us about your current accounting operations and what is not working as well as it should. We will respond within 24 hours.
Learn More From
Frequently Asked Questions
Accounting operations refers to the processes, systems, workflows, and organizational structure that run the day-to-day finance function. It includes the close process, accounts payable and receivable, reconciliation procedures, accounting systems, and the team structure that executes these activities. Accounting operations is distinct from financial reporting (what the numbers say) and FP&A (what the numbers mean) — it is the operational layer that produces the data those functions rely on.
We conduct a structured assessment that covers the close timeline and process, the completeness and accuracy of the reconciliation framework, the adequacy of the accounting systems for the company’s current scale, the workflow and hand-off processes between team members, and the documentation and consistency of accounting procedures. We identify the gaps and inefficiencies that are creating the most friction and prioritize improvements based on their impact.
We work across the major accounting platforms used by growth-stage and mid-market companies — QuickBooks Online, QuickBooks Desktop, NetSuite, Sage Intacct, Xero, and others. We help companies assess whether their current system is appropriate for their scale and, when a change is warranted, support the selection and implementation of a new platform.
The timing varies by company, but the typical triggers are: the company has multiple legal entities requiring consolidation, the close process has become too slow or error-prone in the current system, the reporting requirements have outgrown what the current system can produce, or the company is preparing for an audit or investor due diligence that requires more robust financial records. We help companies evaluate the right time to make the transition and manage the implementation.
A focused accounting operations project — assessing the current state, designing the improvements, and implementing the key changes — typically takes two to three months. Larger initiatives involving a system implementation or significant process redesign take longer. We scope projects based on what the company needs and the timeline available, and we phase the work to deliver the most impactful improvements first.
Yes. Many growing companies have informal accounting processes that work but are not documented — which creates risk when team members change and makes audits more difficult. We document the close process, reconciliation procedures, and key accounting workflows in a clear, usable format that provides institutional knowledge and supports consistent execution regardless of who is doing the work.
Yes. We regularly work with foreign private issuers and companies with cross-border structures, including IFRS reporting, US GAAP reconciliations, and multi-entity consolidations for companies with domestic and international subsidiaries.
In most cases, we can begin within a few days of finalizing our agreement. Our onboarding process is straightforward — a brief discovery session, a clear statement of work, and secure access setup. We do not have lengthy intake procedures that delay the start of actual work.
