Organizational Assessment & Recommendations

Organizational Assessment & Recommendations

Empower your organization with CLE Business Services’ comprehensive finance operations and administration assessments.

Empower your organization with CLE Business Services’ comprehensive finance operations and administration assessments. Collaborating closely with company leaders and boards of directors, we identify key areas of risk and opportunity, unlocking potential for improvement, streamlining processes, and enhancing communications. Our tailored solutions are designed to optimize resource allocation, enabling our clients to focus on mission-critical objectives while bolstering internal controls with cost-effective systems. Elevate your organization’s efficiency and effectiveness with CLE Business Services’ expertise and customized solutions.Examples of Assessments: 

  • Pre-Audit Assessments
    Review of financial position and internal controls in advance of an audit.
  • Board of Directors & Organizational Governance
    Recommendations for committee structures, enhanced engagement with organizational stakeholders, and improvement of board oversight. 
  • Finance & Accounting Operations Assessment
    Assessment of financial position and exploration of levers to improve cash flow, systems budgeting processes, accounting management, and financial policies and procedures.
  • Systems
    Assessment of accounting, human resources, and information technology systems to make recommendations for solutions that streamline processes and eliminate manual work for operating teams. 
  • Human Resources
    Reveiw and recommendations for employee handbooks, hiring procedures, position descriptions, employee relations, benefits, onboarding, and offboarding, etc.