Atvisor Consulting builds finance automation the way it should be built: shipped in weeks, every number traceable, controls your auditors accept. Big firms sell the framework and walk away — we deliver the working system, then hand your team the keys. Practical execution, not another abstract transformation project.
Advisory, automation, reporting, and technology enablement. Non-attest services only.
We take the recurring work your team dreads — and redesign it so it runs itself.
Infographic: three manual inputs — Excel workbooks, PowerPoint updates, and close-week checklists — flow into Atvisor's CPA-led design and implementation, which produces three outcomes: an automated reporting package, a faster close, and decision-ready KPIs.
Advisory, automation, reporting, and technology enablement — routed to the right delivery path.
Rapid assessment of your close, reporting, and AP/AR workflows, then fixed-fee sprints that ship one working automation at a time — with approval gates, audit trails, and documentation your auditors accept.
Flat-fee diligence analysis for smaller deals, working capital and purchase price adjustment advisory, and day-1 acquisition accounting and reporting integration for serial acquirers.
Pricing and margin diagnostics, multi-site margin variance packs, and leakage analytics — unauthorized vendor price changes, duplicate payments, and payroll anomalies found in your own data.
Board, lender, investor, and management packages. Excel-to-PowerPoint workflows. Template mapping, validation, and recurring production with MSOFlow.
Month-end close support, reconciliations and review packages, controller-level reporting, and process documentation.
Location-level reporting, payer, provider, and operating KPI analysis, and multi-entity reporting packages.
Every engagement is fixed-price, ends with something working, and credits toward the next step. If something shouldn't be automated, we say so.
$5,000–$12,000 · 1–2 weeks. We map your finance workflows, score every automation candidate by ROI and control risk, deliver a prioritized 90-day roadmap — and fix at least one thing before we leave. The full fee credits against a follow-on sprint.
$15,000–$35,000 · 2–6 weeks. One working finance automation, shipped end to end: built and tested against your own historical data, human-approval gates, a full audit trail, and your team trained to run it. Larger builds are delivered with vetted specialist partners, with Atvisor as prime for architecture and audit-grade review.
From $6,000 · 2 weeks. Fixed-scope diligence analysis for $1M–$10M deals: proof of cash, earnings quality and adjustments, net working capital, customer concentration, and an unrecorded-liabilities sweep — the miss that costs buyers real money after close. Restricted-use consulting deliverable.
Same CPA-led team. Pick the lane that fits your need today.
Atvisor Consulting is led by Matt Roach, CPA — hands-on experience across accounting operations, finance transformation, reporting automation, healthcare finance, and advisory work. Atvisor combines CPA judgment with practical technology implementation to improve the way recurring finance work gets done.
Send a short description of the report, the template, and the source data. We'll tell you honestly whether it's a fit — and which lane makes sense.