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Rely on Us for Consulting & Advisory Support.

Whether you’re looking to cut costs, manage your rapidly growing business operations, improve your internal controls or simply looking for better ways to manage your business, Cordia Partners provides real-world strategies to help you navigate the challenges facing your business today and tomorrow.

Consulting & Advisory Services Download

At Cordia, we can help you transform the way you do business in order to drive best practices, increase productivity, reduce costs and improve internal controls. First, we listen to your needs so that we fully understand the unique aspects of your organization. From there, we work with you and your team to align people, processes and technology with the company’s strategic vision and back office needs.

Finance Department Diagnostic Assessment

Our finance department diagnostic assessment identifies opportunities for your finance organization to increase its effectiveness, efficiency, and to provide better support of the company’s operations. We evaluate your existing staffing structure and capabilities, processes, and the related technology environment and identify opportunities for improving your process efficiency and quality through process redesign and effective use of technology based on proven best practices employed by other similar organizations.

We will identify opportunities to:

  • Streamline business processes to reduce costs and improve operational efficiency
  • Strengthen internal controls and reduce risk
  • Leverage existing technology solution or recommend solutions that will enhance finance department efficiency and controls
  • Reduce or eliminate non- value added activities
Business Performance Improvement & Process Redesign

Cordia professionals will work with you to implement solutions identified during our finance department diagnostic assessment that will standardize, simplify, and create efficient back-office operations. Beyond process improvement, Cordia focuses on future state operating models to ensure that the right back office resources, processes, and technology are deployed to support your current and future operational needs.

The Cordia approach to performance improvement:

  • Business-driven – focused on aligning technology and process with the desired business outcomes, both current and future state, while creating efficiencies and reducing cost
  • Focused on outcomes – delivering quick wins and delivering measurable results to the bottom line
  • Industry-specific – rooted in best practices to improve competitive advantage in your industry, including government contractors, non-profit, and commercial services firms
  • Mitigate risks – understanding the role of process and controls in reducing overall risk while driving transparency for key business stakeholders
Policies, Procedures and Internal Control Design and Documentation

A primary responsibility of management is to ensure that the organization is accountable for its finances to stockholders, members, the public, and government regulators. Cordia can assist organizations in establishing documentation of policies and procedures and supporting internal controls, including:

  • Process flowchart documentation
  • Written desk procedures detailing specific job responsibilities of finance department personnel
  • Documentation of key internal controls and control points
  • Policy and procedure manuals
Financial Planning and Analysis

Accurate financial statements are a minimum requirement for monitoring the results of operations, financial position and cash flows. But running your business based on financial statements alone means you may not have enough information about what has happened or why. More importantly, they can’t tell you where you’re going. A strong financial planning and analysis (FP&A) capability is critical for decision-making at all levels of your organization.

Our Cordia consultants can help you transform information into knowledge, and knowledge into actionable insights. Cordia FP&A services include:

  • Forecasting
  • Budgeting and Planning
  • Reporting
  • Variance Analysis
  • Decision Support

If you are in the market for a new accounting system, our consultants can help you through the entire implementation process, including purchase, installation, design, implementation, data conversion, testing and training. We are recognized experts in products that support Government Contractors, Not-for-Profit organizations and Commercial services firms.

Deltek

Deltek offers accounting and project management software specifically designed for Government Contractors. Cordia Partners has served as a Deltek Partner, offering consulting services across a range of Deltek products since 2007. Deltek products that we support include:

  • Deltek GCS Premier
  • Deltek Costpoint
  • Deltek Time & Expense
  • Deltek First (GCS Premier, cloud based)
  • Deltek Foundations & Essentials (Costpoint, cloud based)

Learn more about the Deltek products we support or to schedule a free demo, contact us today.

Intacct

Intacct delivers a suite of best-of-breed cloud-based accounting and financial management applications that use open web services to integrate with a broad set of leading applications. Intacct is the preferred provider of financial applications for the AICPA Trusted Business Advisor Program.

Cordia’s consultants have been trained and certified through the Intacct Value Added Reseller Program and are able to cost-effectively integrate, configure, and extend the system to the level of customization your business requires.

  • Intacct – core financial applications
  • Seamless integration with these cloud-based applications:
    • com – vendor management and bill payment
    • Salesforce – CRM
    • Avectra – membership tracking
    • Concur – travel management and expense reporting
    • Tallie – expense reporting, integrates with bill.com

Learn more about the Intacct products we support or to schedule a free demo, contact us today.

Unanet

Unanet offers a cloud-based Professional Services Automation (PSA) solution that is designed for project-based organizations. Cordia Partners is a Certified Solutions Partner Provider (SPP) that has been working with Unanet since they began their partner program. Our team of product experts is currently certified to implement and support the following Unanet products.

  • Time & Expense
  • Project Tracking
  • Project Tracking with Financials
  • Project Portfolio
  • Project Portfolio with Financials

Learn more about the Unanet products we support or to schedule a free demo, contact us today.