Month-End Close & Reporting Acceleration Sprint

Book a 15-minute fit call

Justin Dovidio – NetSuite ERP implementation leader

Our Offering

— A fixed-fee, 2–4 week engagement that stabilizes your month-end close and delivers decision-ready financial reporting including the granularity leadership needs (customer/job/project/service line/program, function).

If any of these sound familiar, this Sprint is for you

“We can’t get the reporting we need.”
“Close takes too long.”
“We don’t trust the numbers.”
“The system isn’t working for us.”
“Everything lives in spreadsheets.”
“We need margin visibility by customer/job/project and trend comparisons.”

These are usually symptoms, not root causes. This Sprint identifies what’s actually driving the problem and fixes the highest-impact items first.

What you're buying

A defined, structured engagement with clear deliverables:

Fixed fee
2-4 week timeliine
Remote delivery
Diagnosis + quick wins + prioritzed roadmap

Outcomes

By the end of the Sprint, you will have:

A clear diagnosis of what’s driving slow close and unreliable reporting
A repeatable close workflow with ownership (less rework, fewer surprises)
Reporting that matches how your business runs (segments + KPIs)
Quick wins implemented where safe (process, configuration, reporting, light automation)
A practical 30/60/90-day plan to fully stabilize and scale reporting

How it works

Step 1
Kickoff & clarity
(Days 1–2)

Define what “good reporting” means for your business (segments, KPIs, cadence) and confirm access/data needs.

Step 2
Diagnose the real blockers
(Week 1)

Map close workflow and analyze constraints across process, COA/segments, configuration, tools, staffing/skills, and controls.

Step 3
Quick wins
(Weeks 2–3)

Implement 3–10 improvements that unlock speed and reliability without destabilizing operations.

Step 4
Stabilize the path forward
(End)

Deliver the full package and a clear 30/60/90-day plan. Optional execution support is available if desired.

What we review

A systematic review across five domains:

Process
Close workflow, handoffs, bottlenecks, repeatability, documentation.
People & org structure
Role clarity, capacity constraints, skill gaps, where work gets stuck.
Systems & configuration
ERP/accounting configuration, workflows, approvals, reporting capabilities, integrations.
Data & reporting pipeline
Source systems → integrations → GL structure → reporting outputs (and where truth gets lost).
Controls & reliability
Reconciliations, access controls, separation of duties, audit readiness.

Who is this for

This Sprint is a strong fit for organizations that:

Have 20–150 employees (typical range)
Need reporting by function/customer/job/project/service line/program
Want a faster close and more reliable financials
Have recently grown, reorganized, changed systems, or experienced turnover

Industries commonly supported:
Life Sciences / BioTech • Software • Healthcare • Construction & Real Estate • Non-profit

Fixed-fee tiers
Tier 1 — Foundation Sprint (2 weeks)

$6,500
Designed for simpler environments (single entity, limited segmentation, single primary system).

Tier 2 — Growth Sprint (3 weeks)

$14,900
Designed for most growth-stage companies that need reporting granularity and close acceleration across systems, configuration, and process.

Tier 3 — Complex Sprint (4 weeks)

$27,500
Designed for multi-entity environments, complex segmentation, or integration-heavy reporting stacks.

Optional Add-On — Implementation Week

Additional implementation support for build/config/testing when quick wins require deeper execution.

Why RoadmapMetrics

Most firms either place talent or deliver recommendations. RoadmapMetrics delivers operator-led diagnosis + execution.

Senior finance + systems leadership
Structured framework and tangible deliverables
Quick wins implemented during the Sprint
Clear roadmap with resourcing options for follow-on execution

RoadmapMetrics, Inc. is a finance operations and systems services firm led by Justin Dovidio (MBA) with extensive experience across finance, accounting, operations, and technology including reporting automation and ERP environments (NetSuite, QuickBooks Enterprise, Sage, Oracle, SAP).

Fully insured. Professional services delivery through an incorporated entity.

Next step
Available Online
Book a 15-minute fit call to confirm which tier fits your environment and desired outcomes.
15 min
Schedule

TESTIMONIALS

“JUSTIN'S INSIGHT'S WERE INVALUABLE IN OUR EARLY STAGES. HIS ABILITY TO SIMPLIFY COMPLEX CHALLENGES AND PROVIDE ACTIONABLE STRATEGIES WAS A GAME-CHANGER FOR US."

ALESSANDRO AGNELLO / CEO / TRUE DATA OPS

"JUSTIN AND HIS TEAM WERE INSTRUMENTAL IN UNCOVERING THE TRUE ROOT CAUSES OF OUR OPERATIONAL CHALLENGES, HELPING US DISTINGUISH BETWEEN PROBLEMS AND SYMPTOMS. WHEN WE PIVOTED, JUSTIN CONDUCTED THOROUGH RESEARCH AND DEVELOPED A 3-YEAR FORECAST MODEL THAT VALIDATED OUR NEW DIRECTION, ENABLING US TO MOVE FORWARD WITH CONFIDENCE."

MARCEL SCHUAB / FOUNDER / MAPLEWOOD EVENT SERVICES