Money Calculations System
Operations · Multi-location service business
Operations
Money Calculations System
Standardized expense coding and month-end close process for a multi-location operator.
Client type
Multi-location service business
Timeline
4-week systems sprint · 90-day support
The Challenge
What was getting in the way
The starting point before we rebuilt process, reporting, or both.
Each location coded expenses differently. Leadership could not compare store performance, and the close kept slipping while staff cleaned coding errors.
Our Approach
What we put in place
Practical steps that created a repeatable finance rhythm.
01.
Designed a shared expense coding guide and trained location managers on weekly categorization.
02.
Centralized bank reconciliation and created location-level P&L views.
03.
Documented a close checklist with owners for each step so work was repeatable.
Results
What changed
- Coding errors dropped sharply within the first two close cycles.
- Leadership gained comparable location reports for the first time.
- Close process became trainable instead of depending on one person.
Services Used
Related capabilities
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