1
Financial Consultancy
Nexttract Advisory provided Fractional CFO and financial transformation support to improve the client's financial data, reporting, and finance processes. The engagement included QuickBooks-to-AppFolio data migration, data cleansing, account reconciliation, Chart of Accounts optimization, financial data-point development, and process improvement. The work created a more structured and reliable financial foundation for management reporting, FP&A, and strategic decision-making.
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2
Back Office Strategy
We worked as an extension of the client's internal team, providing integrated finance, medical billing, administrative, HR, call-center, documentation, and remote IT support to help maintain efficient day-to-day operations.
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