Financial Close Transformation

Focused on Closing Your Books Faster and More Accurately

Our Financial Close Transformation Services are designed to address today’s close process by accelerating the reconciliation process, streaming key month-end close activities, and gaining visibility of when activities are being completed.

Get In Touch

Services Included

 Rapid Finance Close Assessment

  • Assess your operations to identify the benefit and the best candidates for automations and calculate the ROI

Month-End Close Checklist Design

  • We work with your business users to simultaneously improve and design your month-end close checklist



Month-End Close Implementation

  • We configure, test, and deploy your technology, reengineer processes, train, and quickly build a governance model, so you can improve your financial close process and move into a systematic way of closing your books

How Citrin Cooperman Can Help

Citrin Cooperman’s Financial Close Transformation team utilizes a combination of strategic and tactical solutions to address the overall subledger reconciliation, general ledger accounting, trial balance tie outs, and variance analysis.

We develop and implement automation strategies for mid-sized businesses that create reliability and repeatability in their business processes. Using technology solutions, process reengineering and governance models, we help clients create efficiency and velocity for them to close the books faster.

Our team works across top close vendor solutions (E.g. BlackLine, FloQast, Trintech, etc.), to bring world-leading close automation capabilities to middle-market companies, at a price and complexity that makes sense for their business. We will help you determine the best modules to purchase and facilitate the entire close process, from identifying and purchasing the software through implementation and optimization.

Why Citrin Cooperman?

Built for the Middle Market

  • We have the experience of the Fortune 500 but our focus is the middle market. We understand how middle-market businesses determine priorities and what it takes to execute.

Focus on Execution

  • Our consultants don’t just advise, they also execute. We only provide advice that is realistic for your business to achieve.

We Understand Value

  • Our background as an accounting firm means we care about the numbers in everything we recommend and always consider bottom-line benefits.

Financial Close Transformation Insights & Resources

All Insights

Our Financial Close Transformation professionals are here to help.

Get in touch with a specialist today.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to