A leading hospitality human capital provider, generating more than $40 million in annual revenue and operating multiple entities, approached FinSource with significant financial and structural challenges. Their books were outdated, compliance was slipping, and the existing accounting system lacked the rigor, clarity, and consistency needed for a company of their scale. The finance function had become a patchwork of inconsistent processes, leaving leadership without reliable financial insight or the visibility required to guide strategic decisions.
FinSource stepped in to rebuild the organization’s financial infrastructure from the inside out. Our team integrated directly with U.S. leadership, working as an extension of their internal operations. We modernized and reorganized their accounting system, implemented best-in-class financial controls, and transitioned the company from cash-based to accrual-based accounting—unlocking the true picture of revenue, expenses, margins, and overall financial health.
We also introduced a comprehensive monthly reporting package that provided management with accurate, timely, and actionable insights. These reports replaced hours of manual work previously performed by leadership and enabled clearer, faster, and more confident decision-making.
“FinSource rebuilt our finance function from the ground up and gave us a level of financial clarity we’ve never had before. Their team became a true extension of our organization—implementing strong controls, modernizing our systems, and delivering reporting we rely on every month. They’ve reduced our stress, strengthened our leadership decisions, and grown into our full finance department.”
– Erica, Controller
To resolve structural backlogs, FinSource embedded de-aging procedures into the general ledger, allowing the team to clean up historical issues and bring the books fully current. The engagement began with two FinSource Staff Accountants but quickly expanded as the company recognized the value of a structured, outsourced finance function. Today, FinSource serves as the organization’s full finance team—from staff accountants all the way through controller-level support.
Through this partnership, the company now operates with reliable financial data, strong controls, and a scalable backbone that supports ongoing growth and operational excellence.