TECHNOLOGY PARTNERS

Bring Greater Control to the Financial Close


CFO Solutions works with FloQast to help accounting teams streamline the financial close, automate reconciliations, and improve visibility across key accounting processes. With the right implementation approach, organizations can reduce manual effort, strengthen accuracy, and close with greater confidence.
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Our Approach

Practical Close Management and Accounting Expertise

We help organizations improve their close processes by evaluating current workflows, identifying opportunities for automation, and aligning FloQast with their accounting operations. Our focus is on building consistent, efficient processes that support accuracy, accountability, and better visibility.

Services

Guiding Finance Operations Implementation and Support

Leadership
Jon Coppi, Senior Partner at CFO Solutions, leading complex data modeling and business intelligence integrations.

Jon Coppi

Senior Partner

Jon is driven to help our clients break down barriers to effective business intelligence by finding solutions for complex data modeling and integrations. He assists clients with finding the right technology to suit the business need and is engaged in thoughtful dialog with end users to enhance adoption of new technologies.

Take the Next Step Toward a Better Close

Let's talk about your current close processes and how FloQast could help your accounting team work more efficiently and confidently.

Schedule a Discovery Call
Jennifer Buchanan, Partner at CFO Solutions and Infor Practice lead, providing strategic leadership in performance management.

Jennifer Buchanan
Partner
CFO Advisory Services