Case Study
November 21, 2022

Helping a company address lost Accounting and Finance Staff across 11 entities

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Elliott Davis was asked: “We are closing a branch office that includes our accounting and finance staff. Can you provide accounting and finance support to our 11 companies/locations?”


  • A vertically integrated holistic land investment management firm recently closed an operations office, losing accounting and finance staff
  • Initially needed system and accounting consulting services for one entity, but realized all subsidiaries needed guidance and assistance
  • Additionally, not all entities were working on the same accounting software, conversion to one system was needed

Our Approach

  • Delivered assessment of current state and outlined detail of systems required
  • Completed initial system set-up of cohesive accounting and finance software, as well as assistance in system training for users
  • Providing weekly, monthly and quarterly accounting advisory services, including:
    • Invoice generation in General Ledger system
    • Bank and credit card sync to record deposits and credit card receipts
    • Maintain schedule of depreciable assets
    • Record management approved cash disbursements and payroll journal entry
    • Reconcile balance sheet accounts and prepare journal entries as needed
    • Complete general ledger (GL) variance analysis
    • Meet with management to discuss recommendations for efficiency improvement in processes
  • Streamlined customer invoice processing with Smartsheet creation for request workflow

Customer Impact

  • Received assistance in completing all accounting transactions, including balance sheet reconciliation, GL analysis, schedules for accounts receivable, fixed assets, debt, expenses, and invoicing
  • Advanced the entire invoice process – time and accuracy
  • Identified areas of improvement across processes
  • Increased confidence of users and management in all aspects of accounting

We Can Help

For more information on how Elliott Davis can assist you and your business, contact a member of our team.

The information provided in this communication is of a general nature and should not be considered professional advice. You should not act upon the information provided without obtaining specific professional advice. The information above is subject to change.

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