Healthcare
Financial optimization for a healthcare and pharmaceutical company
Streamlined accounting operations, compliance records, cash-flow visibility, and supplier tracking for a US healthcare and pharmaceutical company.
Confidential
Management team
Healthcare and pharmaceutical distribution
01
The problem
- Incomplete and inconsistent records created reporting and compliance risk.
- Billing, payments, and reconciliations were manual and inefficient.
- Regulated industry reporting required accurate records and controls.
- Supply-chain payments, inventory costs, and order fulfillment were difficult to track.
02
The engagement
- Cleaned and standardized financial records.
- Reconciled supplier payments, reimbursements, bank accounts, and credit transactions.
- Integrated Xero for invoicing, supplier payments, and payroll processing.
- Classified revenue and expenses for tax reporting, budgeting, and compliance.
03
Outcomes
- Financial records became cleaner and more compliant.
- Automation reduced administrative workload.
- Real-time reporting improved cash-flow and profitability tracking.
- Structured statements helped secure expansion funding.
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