About RoadmapMetrics, Inc.
We help finance leaders get decision-ready numbers—fast
RoadmapMetrics, Inc. is a finance operations and systems services firm focused on one thing: turning delayed, unreliable, or overly high-level financials into reporting leadership can actually use to run the business. We do this by combining senior finance judgment with hands-on systems and data execution.
What we do (in plain English)
We help growing companies when they’re saying:
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“We can’t get the reporting we need.” (No detail by customer/job/project/service line; margins are unclear.)
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“Close takes too long / the numbers keep changing.”
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“Our finance system isn’t working.” (Often configuration/structure/process—not necessarily the ERP.)
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“We don’t have repeatable procedures or clear ownership.”
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Our work systematically reviews process + people/org structure + systems configuration + data/reporting pipeline, delivers quick wins, and sets a prioritized plan for longer-term improvements.
Our flagship offer
Month-End Close & Reporting Growth Sprint (Fixed Fee)
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Many clients start with our productized engagement:
A fixed-fee, 3 week sprint that diagnoses what’s driving slow close and poor reporting (system configuration, chart of accounts/segments, process gaps, tooling, staffing bandwidth), implements quick wins, and delivers a 30/60/90-day stabilization roadmap.
Typical deliverables
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Executive summary (root causes + what to do first)
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Close acceleration kit (calendar, checklist, reconciliations, ownership)
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Reporting blueprint (segments + KPI definitions + how to produce them)
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COA / dimension plan (minimum safe changes now vs later)
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Quick-wins change log
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30/60/90-day plan with resourcing options
If you want help executing the roadmap, we can provide implementation support and scale delivery by adding junior resources under senior oversight.
​How we work
Operator-led. Structured.
We’re not a staffing agency that simply places people, and we’re not a “deck consulting” firm that disappears after recommendations. We’re built for situations where leaders need clarity, speed, and accountability.
A structured framework (what you can expect)
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Define “decision-ready” (what leadership actually needs: segments, KPIs, cadence)
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Diagnose root causes across process, COA/segments, configuration, tools, staffing/skills, and controls
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Implement quick wins that safely unlock speed and reliability
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Deliver a staged plan that your team can execute (with or without us)
Systems expertise
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Platform-aware. Vendor-neutral.
We’ve worked across finance stacks and understand tradeoffs by company size, industry, maturity, and growth trajectory. Our goal is to stabilize reporting and close whether you keep your current systems or change them.
ERP / Accounting systems (common environments)
NetSuite, QuickBooks Enterprise, Sage, SAP (ECC / S/4HANA), Oracle Cloud ERP / Fusion, Oracle E-Business Suite.
Reporting / analytics (common environments)
Tableau, Power BI, Oracle BI, and modern data warehouse patterns where needed (e.g., Snowflake), plus the hands-on work of modeling, integrating, and making reporting usable for decision-makers.
(Optional short line you can include)
We also regularly evaluate upstream/downstream systems that affect financial truth—CRM, billing, AP/expense workflows, payroll/HR, and operational tools—because “reporting problems” often originate outside the GL.
Industries we know
We frequently support leaders in:
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Life Sciences / BioTech
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Software / SaaS
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Healthcare
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Construction & Real Estate
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Non-profit
We’re a strong fit when…
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You’re growing and your reporting/close process is lagging behind the business
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Leadership needs P&L insight by customer/job/project/service line/program
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Your ERP exists, but reporting is still spreadsheet-heavy and slow
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You want a defined engagement (fixed fee, clear deliverables), not open-ended consulting
We’re probably not the best fit when…
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You only need temporary staff augmentation with no desire to improve the underlying system/process
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You’re looking for a long “strategy deck” without implementation support