Executive summary

Finance and accounting managed services optimise the finance function by delivering transactional processes through shared services or outsourcing. This is the Finance and Accounting Managed Services from the Stratenity Library, a governed consulting deliverable that is already built for you. It gives your team the full working method for finance and accounting managed services, and it walks through everything from the delivery model: GBS, BPO, hybrid to transition and migration. Every asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend, so your team adapts it to a live client engagement instead of starting from a blank page.

What is inside

What this asset covers

This is a preview of the full deliverable. Inside the Stratenity Library, this asset walks a consultant through the complete method, section by section, with a worked client example threaded throughout.

  • Why Outsource or Shared-Service Finance and Accounting
  • Scope: Procure-to-Pay, Order-to-Cash, Record-to-Report
  • The Delivery Model: GBS, BPO, Hybrid
  • Process Standardisation and Global Design
  • Service Levels and Controls
  • Technology and Automation: RPA, AI
  • Transition and Migration
  • Governance and the Retained Organisation
  • Commercials and Pricing
  • Analytics and Insight
  • Continuous Improvement
  • Applying F and A Services to a Real Client
  • Common Pitfalls and the Deliverable Pack
How to use it

Review, download, and activate in 48 hours

Stratenity Library subscribers can review this asset in full, download it, and activate it into a governed, client-ready deliverable in 48 hours rather than weeks. Each asset ships with a worked client example, a clear RACI, defined KPIs, and governance you can defend.

Read the full asset on the Stratenity Library › Not a member yet? Start a free trial to unlock and activate it, or sign in if you already have an account.