Process Optimization Project
Delivered in a focused one-week sprint.
Delivered in a focused one-week sprint.
Tailored, Fixed-Fee
Engagement
One Week to a Clear
Financial Roadmap
Foundation for
Confident, Ongoing Support
Feeling Stuck in Outdated Processes or Buried by Growth?
In just one week, we’ll help you gain clarity, streamline your finance function, and set your team up for what’s next.
Whether you’re navigating a transition in your finance and accounting team, experiencing rapid growth, or feeling stuck in outdated processes, our one-week sprint helps you stabilize and optimize your finance function now — and prepare for what’s next.
Common triggers for this engagement include:
Feeling Stuck in Outdated Processes or Buried by Growth?
In just one week, we’ll help you gain clarity, streamline your finance function, and set your team up for what’s next.
Whether you’re navigating a transition in your finance and accounting team, experiencing rapid growth, or feeling stuck in outdated processes, our one-week sprint helps you stabilize and optimize your finance function now — and prepare for what’s next.
Common triggers for this engagement include:
What You’ll Walk Away With
Forge’s Process Optimization Project gives you a clear, actionable roadmap to strengthen your systems, clarify team roles, and streamline your finance workflows. We look at what’s working, what’s not, and what you need to support long-term success.
Through a collaborative, team-centered approach, we will:
- Review your current processes, internal controls, and team responsibilities
- Assess workflows, tools, and reporting systems to identify gaps and risks
- Deliver clear, documented recommendations for improvement
Whether you’re facing increased complexity, planning for growth, or transitioning to outsourced support, we’ll help you lay a strong foundation.
What’s at Risk When You Wait
Without clear roles, efficient systems, and reliable processes, even great teams get stuck. You risk burnout, bottlenecks, and missed opportunities. This project gives you a way forward, fast.
How It Works
Our streamlined process minimizes disruption to your team while maximizing clarity and momentum.
1
Book a
Discovery Call
Confirm scope and access. We handle the prep.
2
Review & Optimize
We evaluate, interview, and document.
3
Move Forward with Clarity
You receive your roadmap and next-step support.
1
Book a Discovery Call
Confirm scope and access. We handle the prep.
2
Review & Optimize
We evaluate, interview, and document.
3
Move Forward with Clarity
You receive your roadmap and next-step support.
1
Book a
Discovery Call
Confirm scope and access. We handle the prep.
2
Review
and Optimize
We evaluate, interview, and document.
3
Move Forward with Clarity
You receive your roadmap and next-step support.
1
Book a
Discovery Call
Confirm scope and access. We handle the prep.
2
Review
and Optimize
We evaluate, interview, and document.
3
Move Forward with Clarity
You receive your roadmap and next-step support.
1
Book a
Discovery Call
Confirm scope and access. We handle the prep.
2
Review & Optimize
We evaluate, interview, and document.
3
Move Forward with Clarity
You receive your roadmap and next-step support.
1
Book a
Discovery Call
Confirm scope and access. We handle the prep.
2
Review & Optimize
We evaluate, interview, and document.
3
Move Forward with Clarity
You receive your roadmap and next-step support.
Client Feedback
“In just one week, we gained more clarity and direction than we had in a year. I only wish we’d worked with Forge sooner — their team brought focus, momentum, and real progress.”
Rose Ryan
President of Voyager Access, Inc.
“In just one week, we gained more clarity and direction than we had in a year. I only wish we’d worked with Forge sooner — their team brought focus, momentum, and real progress.”
Rose Ryan
President of Voyager Access, Inc.
The Investment
Most engagements start at $10,000, with final scope and pricing tailored to your needs.
If you move forward with ongoing monthly support, a portion of this fee can be applied to your onboarding with Forge’s Virtual Controller & CFO Services.
After The Project
Most clients use this project to lay the foundation for ongoing support. When you’re ready, our Virtual Controller and CFO packages help you implement and sustain the improvements you’ve started.
The Investment
Most engagements start at $10,000, with final scope and pricing tailored to your needs.
If you move forward with ongoing monthly support, a portion of this fee can be applied to your onboarding with Forge’s Virtual Controller & CFO Services.
After The Project
Most clients use this project to lay the foundation for ongoing support. When you’re ready, our Virtual Controller and CFO packages help you implement and sustain the improvements you’ve started.
