A clear review of how
your close actually works
A clear review of how your close actually works
A clear review of how your close actually works
We examinehow work moves across systems, teams,
approvals, and reporting during month-end close so you
can see what's working, where delays happen, and what
to do next.
We examinehow work moves across systems, teams, approvals, and reporting during month-end close so you can see what's working, where delays happen, and what to do next.
We examinehow work moves across systems, teams, approvals, and reporting during month-end close so you can see what's working, where delays happen, and what to do next.
Our 5-step review proces
Our 5-step review proces
1
Understand
Understand
We learn your close process, systems and context.
We learn your close process, systems and context.
2
Map
Map
We map how work actually flows across people and systems.
We map how work actually flows across people and systems.
3
Analyze
Analyze
We identify delays, rework and root causes.
We identify delays, rework and root causes.
4
Recommend
Recommend
We share practical ways to improve and simplify.
We share practical ways to improve and simplify.
5
Prioritize
Prioritize
You decide what to tackle first for the biggest impact.
You decide what to tackle first for the biggest impact.
What we review during the process
What we review during the process
System involved
System involved
All tools and data sources used in the close process.
All tools and data sources used in the close process.
Handoffs
Handoffs
How work moves between teams and functions.
How work moves between teams and functions.
Approval paths
Approval paths
Wher approvals happen and where they stall.
Wher approvals happen and where they stall.
Delays
Delays
Bottlenecks and wait times that slow your close.
Bottlenecks and wait times that slow your close.
Rework
Rework
Task repeated due to errors or missing information.
Task repeated due to errors or missing information.
Reporting dependencies
Reporting dependencies
You decide what to tackle first for the biggest impact.
You decide what to tackle first for the biggest impact.
How the review is delivered
How the review is delivered
1. 30-60 minute intake
1. 30-60 minute intake
Quick discussion about your close process, goal, and pain points.
Quick discussion about your close process, goal, and pain points.
2. Workflow review
2. Workflow review
We map and examine how work moves across systems, teams, and approvals.
We map and examine how work moves across systems, teams, and approvals.
3. Key observations
3. Key observations
We identify what's working, where delay occurs, and why they happen.
We identify what's working, where delay occurs, and why they happen.
4. Concise output
4. Concise output
You receice a short summary with findings and recommended next steps prioritize by impact.
You receice a short summary with findings and recommended next steps prioritize by impact.
Frequently asked questions
Frequently asked questions
How long does the review take ?
Does it require system changes or sofware ?
Who should attend the review ?
Frequently asked questions
Frequently asked questions
How long does the review take ?
Does it require system changes or sofware ?
Who should attend the review ?
See how your close really works
See how your close really works
See how your close really works
Get clarity. Reduce friction. Close with confidence.
Get clarity. Reduce friction. Close with confidence.
Get clarity. Reduce friction. Close with confidence.
Book a 30-60 mins session. No obligation
Studio Address: 303 Auburn Street, Newton, MA 02466
@ 2026 Passport Photos Newton. All rights reserved.
Studio Address: 303 Auburn Street, Newton, MA 02466
@ 2026 Passport Photos Newton. All rights reserved.