COA Readiness Sprint

Fix your Chart of Accounts before it breaks your ERP

What We Do

We identify:

  • Structural issues in your current COA

  • Cross-system misalignment causing downstream reporting pain

  • Where you're wasting time and increasing audit risk

  • How to fix it before transformation — not after it fails

Why It Matters

We identify:

  • Structural issues in your current COA

  • Cross-system misalignment causing downstream reporting pain

  • Where you're wasting time and increasing audit risk

  • How to fix it before transformation — not after it fails

3-Week Sprint Breakdown

Week 1: Discovery & Mapping

  • Export GL structures from NetSuite, Coupa, ADP, etc.

  • Stakeholder interviews (Finance, IT, Procurement, HR)

  • Map GL code usage across platforms

  • Deliverables: COA Inventory Workbook, Cross-System Reference Map, Redundancy Report

Week 2: Analysis & Prototyping

  • Score current COA against audit + scalability benchmarks

  • Audit segments, duplication, reporting risk

  • Prototype future-state structure with sample crosswalk

  • Deliverables: Risk Scorecard, Segment Framework, Root Cause Deck

Week 3: Executive Roadmap

  • Redesign roadmap with phased cost/effort options

  • 1:1 Executive Strategy Session

  • Cutover readiness checklist + Steering Committee talking points

  • Deliverables: Executive Summary Deck, COA Redesign Roadmap, Cross-System Impact Report

Pricing Tiers

Core Diagnostic

Single entity, up to 5 systems, Finance & Procurement focus

$25,000

Expanded Landscape

Multi-function, 6–10 systems, includes cutover prep

$40,000

Enterprise Prep

Multi-entity/global, 10+ systems, full audit + ERP readiness

$55,000

Compliance Alignment

  • SOX 404 Tracability

  • COBIT (EDM01, APO14, DSS06)

  • PCAOB AS 2201 readiness: risk-based control design + testability

Outcomes

  • 2–5 day faster monthly close

  • Reduced audit findings + control exceptions

  • Improved reporting alignment across finance stack

  • Foundation for automation, M&A, and compliance

  • Confidence from auditors, boards, and executive stakeholders

Optional Add Ons:

  • ERP Vendor Selection Advisory: +$10,000

  • GL Redesign Execution Sprint: Priced separately

  • RFP Preparation Kit: +$7,500