Book A Diagnostic Call

If you are a CFO or a finance leader at a $25M-$500M company and your Order-to-Cash is slowing cash or creating leakage, this call will tell you what to fix first and what it will take.

This is a fit call, not a sales pitch. In 20 minutes we’ll confirm:

• The KPI you want to move (DSO, dispute cycle time, billing accuracy, revenue leakage)

• Where O2C is breaking (handoffs, systems, exceptions, ownership)

• Whether a 2-4 week Diagnostic is the right next step

• The smallest engagement that will create measurable progress

To make the call useful, please bring:

• Current DSO and AR aging snapshot (0-30/ 31-60/ 61-90/ 90+)

• Dispute volume/tickets/cases

• Your current system(s) (ERP, CRM, billing, collections)

Good fit if:

• Multi-Team handoffs are messy (Sales/CS/RevOps/Professional Services/Finance)

• Exceptions are growing faster than the team

• You’re post acquisition or integrating systems or preparing for exit

• Audit readiness or revenue accuracy is under pressure

Not a fit if:

• You want bookkeeping, AP support, or staff augmentation

• You’re looking for generic “process improvement” with no KPI target