Executive summary

A finance and accounting outsourcing model, which processes to move, the service design and controls, and the economics and governance of the arrangement. This is the Finance and Accounting Outsourcing 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 outsourcing, and it walks through everything from baseline, evidence, and the cost-to-serve 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.

  • Purpose and When to Use This Playbook
  • Scope and Process Selection Across P2P, O2C, and R2R
  • Baseline, Evidence, and the Cost-to-Serve
  • The Sourcing and Delivery Model
  • The Target Operating Model and the Retained Finance Organisation
  • Process Standardisation and the Global Process Owner Model
  • Transition and Migration
  • Service Levels and Governance
  • Automation, RPA, and Analytics
  • The Commercial Model
  • Value Realisation and Continuous Improvement
  • Failure Modes and Controls
  • Governance, Handover, and Next Steps
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.