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Your technology partner for accounting and finance

Delivering strategic guidance to unlock the power of your software investment

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Your needs. Our expertise.

Let us tackle your toughest financial challenges.

We understand that effective financial planning is critical to driving long-term success and informed decision-making. Our approach enables driver-based planning, automated scenario analysis, and real-time data integration across departments. This empowers you to navigate challenges such as capital allocation, uncertainty in external factors, and intercompany issues. We software solutions that fit seamlessly with your current systems. With our solutions, you can build flexible, data-driven plans that adapt to changing business conditions, ensuring more accurate forecasting and strategic decision-making.

Our team tackles consolidation complexities by implementing a software solution that integrates with your existing systems. We leverage industry-standard data connectors to create a single source of truth for your data. Our implementations help you conquer challenges like FX rates, allocations, intercompany transactions, and more. This allows for automated consolidations, effortless reporting with drill-down capabilities, and streamlined regulatory compliance.

We guide you through building a dynamic budget and forecasting models directly within your EPM solution. We can implement features like zero-based budgeting and rolling forecasts to help you anticipate future trends and make informed strategic decisions. Our solutions address challenges like people planning, CapEx forecasting, and aligning departmental budgets. By incorporating real-time data and scenario planning, we empower you to respond quickly to changes, ensuring your budgets and forecasts remain accurate, adaptable, and aligned with your business goals.

Our team streamlines your financial close process by implementing a robust solution tailored to your needs. We address key areas such as account reconciliations, transaction matching, journal entries, and task management to ensure a smoother and faster month-end and year-end close. By automating manual tasks and increasing visibility into your close cycle, we help reduce errors, improve accuracy, and ensure compliance. With our solutions, you can close the books more efficiently while maintaining full control and transparency over your financial data.

Our comprehensive suite of services is designed to support you every step of the way.​

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  • Advisory

Whether you need guidance on selecting the perfect software solution or streamlining inefficient workflows, we’ll work with you to optimize your financial operations.

  • Implementation

Our team of experts is trained extensively on industry best practices and will customize your chosen software solution to your needs.

  • Training

We offer comprehensive training programs designed to equip your team with the knowledge and skills they need to leverage your system’s full potential.​​

  • Ongoing Support
You can count on us to answer your questions, troubleshoot issues, and provide ongoing guidance as you navigate your new financial ecosystem (even after launch).​​
  • Revitalization

Is your current system causing headaches? Our team will assess your existing platform and develop a plan to optimize its performance or, if necessary, guide you through a smooth migration to a more suitable software solution.

Solutions built for you.

We leverage deep industry experience to tailor leading financial software solutions to perfectly fit your unique needs and business goals.

Automotive

Optimize profitability with granular part forecasting, mix analysis, and planning

Construction

Gain control with accurate WIP reporting, efficient processes, and insightful scorecarding

Consumer Packaged Goods

Make informed decisions with cost modeling, supplier analysis, and strategic project planning

Healthcare & Life Sciences

Improve revenue cycle management, patient profitability analysis, and financial forecasting

Manufacturing

Maximize efficiency with a comprehensive financial toolkit​

Mining

Drive profitability through accurate reserve valuation, production planning, and capital expenditure analysis

Retail

Drive strategy with sales analysis, planning, and data-driven merchandising

Services

Optimize resource utilization with insightful reporting and planning​

Transportation

Gain control with tailored budgeting, consolidation, and CapEx planning

Utilities

Ensure accurate forecasting, meet FERC requirements and make informed decisions​

Results you can trust.

We're more than just consultants - we're a team of experienced financial professionals with a proven track record of success.

250+

companies helped

750+

solutions delivered

The right technology. The perfect fit.

We partner with industry's leading Enterprise Performance Management (EPM) solutions to deliver the perfect fit for your organization's unique needs.

Unify month-end close, budgeting, forecasting, planning and more

Elevate planning with combined business intelligence and predictive analytics

Streamline the entire close process with financial control and automation software

Learn more

The right technology. The perfect fit.

We partner with industry's leading Enterprise Performance Management (EPM) solutions to deliver the perfect fit for your organization's unique needs.

Unify month-end close, budgeting, forecasting, planning and more

Learn more

Elevate planning with combined business intelligence and predictive analytics

Learn more

Streamline the entire close process with financial control and automation software

Learn more

Need a fresh perspective?

Sometimes, even the best-laid plans can run into unexpected challenges. If you’re feeling stuck or unsure about the direction of your current project, SandPoint can provide a second opinion. Our team of experts will carefully review your existing plans and offer unbiased insights to help to get you back on track.

Let's talk

We've been in your shoes

We are accounting and finance professionals who understand your world and the challenges you face every day. Let’s tackle them together.

The A-Team

We handpick the best people from the firms you already know: Big 4 CPAs, industry experts, and proven consultants, averaging 15+ years of experience.

Best of both worlds

You can’t afford subpar consulting work. With SandPoint Consulting, you get A-list consultants at boutique firm prices and personalized service.

Success that sticks

Our proven approach prioritizes collaboration and agility. We ensure faster results and long-term success for your business, offering support when you need us.

Your needs. Our expertise.

We speak your language and deliver expertise to solve your toughest challenges.

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Since 2001, SandPoint Consulting has been a trusted partner, helping hundreds of companies achieve financial transformation. We're passionate about your success. That's why we focus on building lasting relationships and delivering tailored solutions that drive real results.

SandPoint’s BPC consultant has done an awesome job working through issues around the clock for AG. I couldn’t be happier with the level of support we’ve got over the past week of stress!
American Greetings
American Greetings
SandPoint has been a great implementation partner. Our lead SandPoint consultant is a CPA and has worked at BlackLine, and brought a lot of innovative ideas on how to optimize the system and tailor it to Discovery’s needs.
Discovery
Discovery
Training was so important – SandPoint sat with us and co-developed reports and tested the system throughout the entire project.
Performance Sports Group
Performance Sports Group
It was great to have a CPA/BPC expert manage our project and upgrade. BPC 10.0 is great – the performance is tremendous and our users are excited about the new tool. We look forward to building future financial solutions with SandPoint Consulting.
Viking
Viking
We chose SandPoint Consulting to partner with us to help select and implement the best available solution. The professionals at SandPoint were an invaluable resource to us through our software selection process and helped us successfully implement our new system on a very aggressive time frame and within budget.
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