Record to Report is the foundation of financial transparency

When close cycles take too long or produce inconsistent results, leadership loses visibility and confidence in the numbers.
Optimizing R2R enables teams to work faster, with fewer errors, and with greater clarity across the organization.

Our work ensures the close process becomes a dependable, repeatable function that supports timely decision-making.

Refining Close Processes and Controls

We begin by analyzing the current accounting workflow from initial entries through consolidated reporting.

This helps us identify bottlenecks, unnecessary manual steps, and areas where controls or documentation need strengthening.

Our optimization support includes:

• Streamlining month-end and quarter-end close workflows

• Enhancing reconciliations and standardizing review processes

• Improving documentation, controls, and risk management

• Establishing clear ownership and responsibilities across finance teams

Each improvement is designed to reduce cycle time while increasing accuracy and consistency.

Strengthening Reporting and Financial Visibility

Reliable reporting depends on clean, timely data.
We help organizations build structures that support better visibility across all financial outputs.

This includes:

• Standardized reporting templates and schedules

• Alignment between accounting, FP&A, and operational teams

• Processes that ensure consistency across entities and business units

• Higher-quality data to support forecasting and decision-making

These refinements help leadership rely on reporting without delays or ambiguity.

Supporting Firms at Any Stage

Whether an organization is experiencing rapid growth, scaling its finance function, or modernizing legacy workflows, improving R2R strengthens operational stability.

We partner with controllers, CFOs, and accounting teams to design close processes that support current demands and future complexity.

Conclusion

Taylor White helps organizations build a fast, accurate, and well-governed Record to Report function.
Our approach enhances reporting quality, reduces operational risk, and provides leadership with the clarity needed to navigate growth and performance.

To explore how Record to Report Optimization can support your finance function, connect with our advisory team for a confidential consultation.