Financial Systems and Reporting Practice Group
Building the Infrastructure for Strategic Insight
Reliable systems and clear reporting are the backbone of confident decision-making. Our team brings hands-on expertise to implement, integrate, and optimize financial systems while building custom models and dashboards for strategic planning.
How We Help
You need financial systems that keep pace with your growth—not hold you back. We help you select, implement, and optimize accounting and ERP solutions that align with how your business actually operates. From designing workflows and mapping reporting requirements to troubleshooting underperforming systems, we ensure your financial infrastructure delivers clarity, control, and confidence. Whether you're scaling, consolidating, or preparing for a transaction, we bring the expertise to turn your systems into a strategic advantage.
Going Beyond an Entry-Level Accounting System
Pre-packaged tools like QuickBooks and Peachtree serve many startups and small businesses well—until growth brings complexity. If you’re expanding geographically, managing multiple product lines, or operating across currencies, you may be feeling the limits of your current system. What once worked easily may now slow you down, obscure insights, and require too many manual workarounds.
Navigating Complexity with Confidence
As your company scales, you need clear visibility across departments, entities, and revenue streams. That means reliable, consolidated financials, performance tracking by business unit, and the ability to forecast across regions or currencies. The transition from basic tools to sophisticated ERP systems is a major step—one that requires expert guidance to align your systems with how your business actually works.
Avoiding Costly ERP Missteps
Many mid-market businesses invest in cloud-based ERP solutions expecting transformative results—only to find their new system imposes rigid “best practices” that don't fit, overwhelms their team, and fails to produce the reports they truly need. Without the right planning and configuration, expensive platforms can deliver less value than the tools they replaced.
Your ERP, Your Way
We help you choose the right system based on how your business operates—not just what software vendors push. Our team supports you through:
Vendor and system selection based on real business needs
Process and workflow design that reflects how you work
Hands-on implementation support to bridge the gap between tech teams and business leaders
Custom reporting and dashboards that deliver decision-ready insights
Whether you're selecting your first ERP or salvaging a difficult rollout, we help you get the results you expected—and more.
Who We Serve
Entrepreneurs
Early-stage companies benefit from getting their financial systems right from the start. We set up books and records that support regulatory reporting, tax compliance, and future growth: saving significant time and cost down the road.
Established Companies
We improve the accuracy and timeliness of financial reporting, enhance visibility into income and cash flow, benchmark performance against industry peers, and identify actionable trends that support long-term success.
Companies in Transition
As businesses expand or restructure, information needs shift. We align financial systems with changing requirements—adding capabilities for growing organizations or streamlining processes for companies in consolidation or recovery.
For Public Companies
We manage the complexity of public reporting, working across your information systems to deliver accurate and timely results. Through a strategic partner, we also support SEC filing with integrated tools for narrative reporting and XBRL compliance.
Capabilities
We Advise and Assist Companies on:
Financial process improvements, including streamlining systems, shortening the close cycle and reducing costs.
Automation of manual systems, including consolidations, reconciliations, revenue recognition, inventory tracking, depreciation, sales commission accounting, sales pipeline management, executive dashboards, and non-standard stock option accounting, reducing hours of preparation to minutes.
ERP accounting implementations.
Forecasting models and proforma financial statements.
Rolling cash forecasts.
Key Metrics and Key Performance Indicators (KPI’s).
Management and Board Reports.
Profitability by product or service line, division, customer, location, or project.
Meet the Team
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Chris Reynolds
Financial Systems Practice Group Leader
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Chris Chillingworth
Financial Systems Practice Group Member
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Marc Loupe
Financial Systems Practice Group Member
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Jerry Johnson
Financial Systems Practice Group Member
Build a High Performing Team
Whether your business is growing, transforming, or in need of change, finding the right people quickly is critical. Our recruiting services give you direct access to experienced recruiters and advisors who understand your industry, your challenges, and the kind of talent it takes to move your business forward. Whether you're filling a key executive role, backfilling staff during a transition, or building out a new team, you’ll get tailored recruiting support without the overhead of a traditional search firm.
You choose the model that fits: executive search, contingency recruiting, or interim and project-based staffing. Every search is grounded in deep operational knowledge from across the 2GO Advisory Group—so you’re not just hiring quickly, you're hiring wisely.
Engagement Example:
Setup annual and quarterly financial reporting and disclosure packages for four public companies. Facilitated discussions with analysts, management, the Board of Directors, employees, and the outside C.P.A. firms
Engagement Example
Developed forward-looking financial projections for a non-profit inner-city preparatory charter school, enabling a successful capital raise and positioning the school to secure grants to fund future growth.
Engagement Example:
Designed and implemented a comprehensive monthly management reporting package covering budget vs. actuals by function and spending category, KPIs, key ratios, headcount, trend analyses, and ROI. Automated with VBA code. The process now produces the full report within one hour of month-end close.
Engagement Example
Automated a 13-week rolling cash forecast by converting receivables and payables aging reports into proprietary forecasts, enabling management to anticipate cash shortfalls and surpluses in advance.
Engagement Example:
Performed breakeven analysis to establish pricing models that ensure projects are structured for profitability going forward.
Engagement Example
Developed VBA-driven queries to integrate project data from multiple reports into a unified database, enabling profitability reporting by project, account team, and customer. The system also flagged project exceptions and produced concise, client-centric summary reports.
“CFOs2Go provided us with a Consulting CFO who understood the needs of our business, implemented policies and procedures designed to govern our operations, trained our staff to carry out those policies, and structured our ERP reporting to allow us to view our profitability from many perspectives, as well as understand our financial position and cash flows on a routine basis. We now make informed business decisions that will allow us to achieve our high growth targets for this year and beyond.”
Val and Scott Mollahan, Owners and Executive Officers;Insight Resource Group.