Increase project efficiency and success with our project management services

We are project managers who specialize in accounting and finance operations. As the quality alternative to the Big 4 Accounting Firms, we are here to support or lead your organization’s projects. We specialize in the following types of projects:

Accounting and Finance Process Improvement

Your accounting and finance processes were most likely established years ago. Now, with expanded external reporting requirements (e.g. SEC requirements, Sarbanes Oxley compliance, etc.), you are finding your accounting and finance processes are inefficient, non-compliant, or lacking control.

We can lead your Process Improvement Projects through all phases: initiation, planning, executing, monitoring, and closing. We will identify, reengineer, develop, document, implement, and monitor your processes to be efficient and compliant.  

Conversion from US GAAP to IFRS

Considering converting from US GAAP to IFRS? Let us lead your project initiatives or be the liaison between your organization and the external accounting firm you retain to ensure your conversion runs smoothly. Our consultants have experience with IFRS conversions and know the complexities and extensive work inherent in conversion projects.

Business Process Outsourcing Implementation

As organizations strive to compete in this challenging global economy, industry leaders are turning to new sources of innovation and efficiency. In order to achieve cost leadership in their respective industries and to more efficiently manage infrastructure, companies are outsourcing business processes so that more focus can be placed on core business operations and strategic initiatives.

More often than not, however, the outsourced operations or processes are "broken" and require reengineering. We can update or prepare your processes for outsourcing.

When outsourcing occurs, it can be a difficult transition due to disgruntled staff, communication breakdowns, and system issues. We can lead outsourcing initiatives to ensure that there is a smooth transition and all of the necessary controls and compliance requirements are in place.

Financial System Integration and Implementation

We can assist your organization with systems integration and implementation projects.  As project managers, we will ensure financial reporting requirements are met and controls are in place. While we are not IT consultants, we do understand financial processes, systems, and financial reporting requirements.  

• We will work with your IT staff or consultants to ensure a smooth system integration or implementation.
• We will verify that all controls and processes are documented, in place, and comply with your internal policies as well as any external reporting requirements.

IPO Support and Readiness

Your company has grown and is now ready to make the leap for an Initial Public Offering (IPO). We understand the compliance and reporting requirements that must be addressed before an organization issues their IPO.

• The organization must have effective controls, defined processes, and accurate reporting. 
• The SEC reporting process is extremely complex.
• Preparing for a first external audit can be daunting. Audit requirements include 3 to 5 years of audited financial statements, depending on whether reporting under IFRS or US GAAP. 

BROADSTONE can assist your organization with all of the IPO readiness requirements.  Our consultants have experience with the Big 4 Accounting Firms and know what is required to help take your organization public.