Financial Transformation
A hands-on assess, design, build, and stabilize approach for businesses that have outgrown their current accounting infrastructure — delivered personally, not through a junior engagement team.
Why You're Here
Most companies do not set out to redesign their finance function. It happens by accumulation.
The chart of accounts was built for a smaller, simpler business. The close takes twenty days and the numbers shift after the fact. Reports are assembled in Excel because the system cannot produce them. A new location or entity gets stapled onto an existing file. And one day the owner realizes the reports arriving each month do not actually describe the business operating underneath them.
Financial transformation is the structured work of fixing that. Not a six-month discovery phase. Not a slide deck. A focused engagement that identifies what is broken, designs the right-sized solution, builds it, and stabilizes it — with an executive doing the actual work.
The Method
A proven four-phase sequence — measured in weeks, not quarters — executed personally, hands on the keyboard.
In one to three weeks, we look at the books, systems, team, and outputs. You get a written assessment — what works, what's broken, what it'll take to fix it. No fluff, no hedging.
We scope the right-sized solution — a chart of accounts that matches how you run the business, a close calendar the team can hit, a reporting package that answers real questions. Not overbuilt.
The person you hired does the work. Hands on the keyboard. Chart of accounts rebuilt, mapping configured, close steps documented, reports built in the system — not in Excel.
A new process does not hold itself together. We lock it in: close checklist, reconciliations running consistently, reporting calendar committed to, escalation path if something breaks.
Common Scopes
Every engagement is scoped to the business, but most fall into one or more of these patterns.
Rebuilding the foundation so reports come out of the system, not out of Excel workarounds.
Compressing a twenty-day close to five or ten days, with documented procedures and real reconciliations.
QuickBooks to Sage Intacct or Dynamics. Spreadsheet property accounting to Yardi. Industry platforms — WolfePak, ServiceTitan — configured properly the first time.
Building the intercompany structure, eliminations, and consolidated reporting a family of companies actually needs.
Standing up the controls, documentation, and workpaper discipline a first institutional audit or quality-of-earnings review requires.
Who Does the Work
Every Omnia engagement is led and executed by Justin Hunt, CPA — Big Four alumnus at Ernst & Young, former Chief Accounting Officer of a publicly traded company, and CFO of privately held operating companies across oil & gas, construction, real estate, and family office.
That is not a staffing constraint. It is the product. When the senior operator is the one in the system, the work moves faster, the design reflects actual operating experience, and nothing gets lost in translation between who sold the engagement and who delivers it.
Frequently Asked
Financial transformation is the end-to-end redesign of how a company's finance function operates — its chart of accounts, close process, reporting package, accounting system, and underlying controls. It is typically undertaken when a business has outgrown the infrastructure that got it to its current size.
Most transformations run between 90 and 180 days, depending on scope. An assessment takes one to three weeks. A chart of accounts and close redesign usually completes in four to six weeks. A full system implementation — migrating from QuickBooks to Sage Intacct, for example — typically takes 90 to 120 days end to end.
Not necessarily. Many transformations keep the existing system and fix the structure around it. Most companies on QuickBooks Online can scale considerably further than they think once the chart of accounts, class or location tagging, and close process are properly designed. System replacement is the right answer when reporting limits or multi-entity complexity genuinely exceed what the current platform can support.
The most common triggers are rapid growth (the close is now late and unreliable), a new owner or capital partner requiring better reporting, a pending transaction, a first audit, an ERP migration, or a new CFO or controller inheriting a system that does not support the business.
Related Services
Get Started
A 30-minute conversation is usually enough to know whether a transformation engagement is the right fit — and whether it is one-month, three-month, or six-month scope.
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