Knowing what Vireo does is different from knowing when to call us. The answer is simple: anytime you have a question, or need perspective on solving a challenge. Our clients engage us to implement solutions, not to theorize or present reports.
We need to improve and document our accounting processes.
You’re needing to speed up financial close and reporting process while maintaining accuracy. Or you need to make sure you can respond to the latest GAAP requirements and need to establish consistent procedures and controls. Our team will quickly develop and implement processes that serve both the business outcome as well as your administrative needs, so that you can continue to serve customers, manage capital and reduce risk.
We’re acquiring a company and need additional support and/or expertise to execute the transaction.
While your path to growth involves acquiring other companies, sourcing deals to closing and then integrating acquisitions requires specific knowledge and experience. We can help across the spectrum of activities requires: from helping set the acquisition strategy to integrating technology and finance.
We need to help accelerating our revenue or growing margins.
Actual sales are behind projections, or gross margins are falling. Our team of revenue experts will dive deep into your sales process, evaluate your sales organization, understand your market and ultimately establish a repeatable framework for accelerating revenue growth. In addition, we can help in identifying channels to your market, recruit and train sales leaders, and serve as an interim CRO.
Our reports require a lot of verification, or it take so long to prepare them.
During month close, or in preparation for board meetings, it takes the several individuals across departments several days to gather all the data to prepare reports. Even then, you’re not sure if the data is fully trustworthy or if there’s might be a formula error in the spreadsheet. As data quality and management experts, we assist companies with assessing the integrity of the data behind the reports as well as the process and ownership of the data. We then not only provide a roadmap to streamline and clean the data & process, we also get our hands dirty and help with that effort.
We’re not sure we can trust the data or the reports we’re getting from any department.
Even when you get reports sent from sales or finance or marketing, you’re not convinced everyone defines “customer” the same way. Are partners customers or are they separate? This is a classic data quality and governance issue. We help establish a standard dictionary that’s used by everyone across the organization so that information is consistent.
Our CRM doesn’t talk to our accounting system.
You spend more time trying to mash data from one system with data from another. Or you’re entering the same data multiple times between systems just so that they both stay up to date. As technologists we understand and execute software integration and automation projects. With our team of developers, we can help by scoping the need for the integration, evaluating the respective software tools’ capabilities, and developing bespoke integrations that meet our clients’ end goals.
We’re upgrading our system and need extra resources to complete it on time and correctly.
You have a new system implementation your team is working through, but they’re splitting time and attention between that effort AND trying to finish their day to day task and it’s delaying the implementation. You’re also not certain that your vendor understands your specific data needs or the final end goals. We can help by being your advocate during these implementations by gathering and organizing your end goals and use cases, liaising with the vendors and providing necessary data, and guiding the project to a quick and correct completion.