Business Opportunity Assessment

Transform your accounting and operational processes and systems to better serve your organization.

CliftonLarsonAllen (CLA) can uncover your sticking points and collaborate on a roadmap that reboots your organization to be more competitive, responsive, and agile.

What’s on your mind?

  • Allocating resources efficiently and effectively
  • Implementing recommended practices
  • Improving clarity and visibility in financial and business management reporting
  • Streamlining lengthy and overburdened processes
  • Updating outgrown accounting and business management systems
  • Modernizing, automating, and integrating processes and reporting systems

A client-focused approach

Our Business Opportunity Assessment (BOA) process is centered on working with you and your team, by looking across structure, process, and systems to provide recommendations aligned with your vision and strategy. The assessments are conducted through document review and interviews with key team members, management, and other stakeholders. We share specific findings and recommendations based on recommended practices to help you prioritize an actionable plan with a timeline, resources, and the leadership to guide execution. The end deliverable is a comprehensive report that includes observations, recommendations, and an implementation plan.

Our integrated System Selection and Optimization approach supports the process of assessing and selecting tools that align with your future desired state. Whether you are looking to enhance current technologies or selecting a complete enterprise resource planning (ERP) system, finance and accounting system, human resource information system (HRIS), customer relationship management (CRM) system, or another industry-specific strategy, we help navigate this evolving landscape by collecting operational data, analyzing key functional requirements, screening vendors, arranging and evaluating process driven demonstrations, and assisting with contract negotiation.

Create opportunities with CLA

Our comprehensive BOA service includes an analysis of your structure, process, and systems. We evaluate your technology and controls to enhance system utilization, reporting, and organizational visibility.

Ready to uncover opportunities?

Related services

Often our clients ask us to help implement their action plan. We have resources that can help:

Experience the CLA Promise