New software cannot fix old data structures.
It just reproduces them faster. The chart of accounts and general ledger structure are the least glamorous part of finance, yet every report, forecast and decision rests on them. We redesign that foundation so the next system produces answers instead of cleanup work.
THE PROBLEM
Financial systems and chart of accounts
Most organizations we meet have already bought modern software. The problem is what flows into it. Legacy charts of accounts, department lists that no longer match operations and habits carried over from the last system produce the same broken reports on a new screen.
We redesign the chart of accounts and department or program structure around the reports you actually need, including cost reports. We build the crosswalk and load files, and we can sit inside the implementation as your lead so the vendor's statement of work gets done on time.
THE WORK
What an engagement can include.
Scope is set in writing before we start. Most clients begin with one piece and add others once the first one proves out.
- Chart of accounts and department or program redesign
- Old-to-new crosswalks and system load files
- Structures designed for automated cost reporting
- ERP readiness and cleanup for OpenGov, Microsoft Dynamics, Multiview, Blackbaud and QuickBooks Online
- Embedded implementation lead for testing, validation and cutover
- EHR, GL and payroll integration review
- Reporting structures ready for Power BI
HOW IT RUNS
Four steps, in writing.
Current state
We review your existing chart, department list and trial balance.
Design
We set design principles tied to your reporting and cost report requirements and draft the new structure with your team.
Crosswalk and sign-off
You approve the old-to-new mapping before anything is loaded.
Load and stabilize
We deliver the load file, validate the data and support the go-live.
PROOF
Recent work includes a 12-week infrastructure program for a rural hospital after an EHR and GL change and a chart of accounts redesign for a Texas behavioral health authority moving to a new ERP.