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Financial Operations

Modern planning, controllership, treasury and accounting delivery — run the way a finance function should.

Financial Operations is about how the finance function actually runs day to day: planning, closing the books, managing treasury, and delivering shared services or outsourced accounting — modernised with the right operating model, technology and talent mix. AKM Global brings a rare combination to this space: deep finance transformation capability alongside four decades of hands-on accounting, bookkeeping and audit-support outsourcing for businesses and CPA firms across India, the US, the UK, Canada and Australia.

The Challenge

  • Month-end close takes 10–15 days because reconciliations and approvals are still largely manual
  • Finance shared-services and GCC models are often built ad hoc, without a clear target operating model
  • Treasury and controllership processes haven't kept pace with the volume and complexity of transactions
  • P2P and O2C workflows involve manual matching and email-based approvals, slowing cash conversion
  • Finance leadership lacks real-time dashboards to track close progress, exceptions and KPIs
  • Outsourced accounting relationships often lack the technology and controls needed to scale beyond a handful of clients

Our Approach

We help across the full finance operating model — from strategy and planning, through controllership and treasury, to the shared-services or outsourced delivery model that actually gets the work done — built on an SAP S/4HANA backbone where relevant, with RPA bots handling repetitive steps and Power BI tracking progress.

How AKM Global Can Help

  • Business Finance (FP&A): Redesign planning, forecasting and analytics with scalable data platforms, so budgets and forecasts are built on live numbers.
  • Global Business Services / GCC Operating Model: Design or scale a finance shared-services centre or GCC — process design, technology and team build-out, end-to-end.
  • Controllership & Treasury Modernisation: Standardise close calendars, automate reconciliations with RPA bots, and modernise treasury processes.
  • Finance Strategy & Operating Model Design: Define the target operating model for your finance function and the roadmap to get there.
  • Outsourced Accounting & Bookkeeping: Ledger maintenance, accounts payable/receivable, and month-end close support for businesses and CPA firms in India, the US, the UK, Canada and Australia.
  • Audit Support & Compliance Readiness (SOC & HITRUST): Offshore audit support and SOC 2/HITRUST readiness services for accounting and audit firms scaling their delivery capacity.
  • Finance Operate (Managed Finance Operations): Flexible, managed payroll, procure-to-pay, order-to-cash and compliance processing, tracked on Power BI dashboards and scaled with your business.

What You Will Achieve

  • Close cycles cut by up to 50% — from 12 days to 6 or fewer.
  • A defined target operating model — for your finance shared-services or GCC, not an improvised structure.
  • Automated reconciliations and approvals — via RPA bots, freeing the team for analysis instead of processing.
  • Real-time close and KPI dashboards — on Power BI, giving finance leadership visibility as the month progresses, not after it closes.
  • One outsourcing partner, not several — across accounting, tax, audit support and technology, instead of managing multiple vendors.

Illustrative Use Cases

  • A US CPA firm offshoring client accounting and SOC readiness work to free up its onshore team for advisory
  • A multinational's India GCC redesigning its record-to-report process around RPA bots and Power BI close-tracking
  • A PE-backed business standing up a finance shared-services model ahead of a multi-country roll-up

Sample use case: AKM Global redesigned the controllership process for a client's India GCC on an SAP-based backbone, automating bank and vendor reconciliations with RPA bots and cutting the monthly close from 12 days to 6, with progress tracked on a live Power BI dashboard and a full audit trail for every adjustment.

Industries We Serve

  • CPA and accounting firms outsourcing client accounting and audit support
  • Multinational GCCs redesigning record-to-report processes
  • PE-backed businesses building shared-services ahead of scale or exit
  • Mid-market businesses across India, the US, the UK, Canada and Australia
  • Businesses managing multi-entity treasury and controllership

Why AKM Global

  • Four decades of hands-on delivery — not just advisory — we've run accounting, bookkeeping and audit-support outsourcing for businesses and CPA firms since our founding.
  • Global delivery, single point of accountability — across India, the US, the UK, Canada and Australia, through one outsourcing partner instead of several vendors.
  • Transformation and delivery, together — the same team that redesigns your target operating model can also run it, so recommendations don't stall at the PowerPoint stage.

Reach out to us at info@akmglobal.com to explore how AKM Global can modernise your planning, controllership, treasury and outsourced accounting delivery.

Frequently Asked Questions

  • Q1. Can you run our finance shared-services centre, not just design it?
    Ans: Yes. We design the target operating model and can also build, staff and run the GCC or shared-services centre itself.
  • Q2. Do you offer outsourced accounting for CPA and audit firms specifically?
    Ans: Yes. We support CPA and accounting firms in India, the US, the UK, Canada and Australia with client accounting, bookkeeping and SOC 2/HITRUST-aligned audit support, so onshore teams can focus on advisory work.
  • Q3. How fast can we realistically cut our close cycle?
    Ans: Clients typically see close cycles cut by up to 50%, often from around 12 days to 6 or fewer, once reconciliations and approvals are automated.