Process Design & Improvement
Streamlined finance workflows and accounting systems that shorten the close, reduce manual work, and improve accuracy.
Processes built for a smaller business tend to break quietly as it grows: spreadsheets multiply, handoffs pile up, and the close stretches into the following month. Bassetti Consulting maps how work actually flows today, then redesigns it around clear owners, fewer handoffs, and the right amount of automation.
Often the accounting system you already have can do far more than it does. Optimization covers the chart of accounts, dimensions and reporting structure, integrations with billing, payroll, and expense tools, and the recurring entries and reports that should run themselves. When a new system is the right answer, Rob helps configure it so it fits the business from day one.
Policy documentation ties it together. Written policies and procedures mean the improvements survive staff turnover, satisfy auditors, and give new hires a clear reference for how the finance function operates.
Common questions
How long does it take to shorten the month-end close?
Most of the gains come from a handful of changes: standardized reconciliations, a close checklist with owners and due dates, and removing manual steps the system can automate. The first improvements typically show within a couple of close cycles, with the full redesign settling in over the following months.
Which accounting systems do you work with?
The approach is system-agnostic. Rob has worked in the platforms commonly used by growing businesses and focuses on configuring whichever system you have, or are moving to, around your chart of accounts, reporting needs, and integrations.
What does policy documentation include?
Accounting policies (how transactions are recorded and when), procedures (who does what, in what order, with what controls), and supporting templates such as close checklists and approval matrices. The set is scaled to your business, not a binder nobody reads.
Ready to Strengthen Your Finance Function?
Whether it's a single project or ongoing, embedded support, Bassetti Consulting brings controller-level expertise directly to your team.