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Create → Repair → Maintain → Interpret

Define scope & gather data

Identify & correct errors

Update regularly & document changes

Analyze outputs & communicate insights

Understand → Analyze → Recommend → Monitor

Define decision & stakeholders

Assess financial impact & model outcomes

Present findings & recommendations

Track results vs. projections

Plan → Prepare → Support

Analyze tax situation & identify savings

File returns & ensure compliance

Assist during audits & respond to inquiries

Assess → Implement → Train → Optimize

Identify opportunities & evaluate systems

Process Mapping and Integration = Automation

Configure & integrate cloud solutions

Train employees & provide support

Monitor performance & improve efficiency

Gather Data → Create → Analyze → Review

Collect historical data & industry trends

Develop budgets aligned with objectives

Compare actuals to budget & analyze variances

Report performance & adjust as needed

Assess → Cleanup → Guide → Document

Review records & identify gaps

Correct errors & reconcile accounts

Provide guidance on complex issues

Maintain policies & procedures

Collect → Develop → Refine → Deliver

Gather financial & operational data

Create clear, visual presentations

Review & incorporate feedback

Present to board & answer questions