For founders who are outgrowing basic bookkeeping

  • People-first, not software-first

    Most fixes start with a new tool, then expect your team to bend around it. Adaptify starts with the people doing the work, designs processes they can actually follow, and then layers in the right systems. The result is adoption, not resistance.

  • Process-driven, not personality-driven

    If everything depends on 'that one person who knows how it works,' you're not ready to scale. Adaptify documents, simplifies, and standardizes your finance workflows so they survive promotions, departures, and growth spurts.

  • Advisory tied to operations, not just reports

    Advice means nothing if your underlying data and processes are shaky. Adaptify advisors sit on top of the finance engine we help you build, so recommendations are grounded in clean, timely information and translate directly into action.

Our Services

How We Work With You

Initial Assessment

The first step in any process is to get a lay of the land. The Adaptify Process is no different.

In the Assessment stage our team of process optimization professionals will meet with you and your team to gain a full understanding of where you are now.

We will document your existing process, evaluate your adherence to your current policies, interview your team members to determine areas for improvement to their day to day, and present you with a report to summarize everything in one place.

You receive a report that details where yo stand now, potential risks to the system,

Accounting Manual - The Foundation of Process Documentation

You’ve probably heard the terms accounting manual or SOP, but what is it really?

The Adaptify Process accounting manual will become your base of operations for all things, well, operations!

Once the system is fully documented in the assessment we will be able to generate for you a detailed accounting manual that practically trains your staff for you.

We offer three tiers of sophistication to best meet your needs.

Tier I: What you probably already think of when yo hear Accounting Manual. This is a simple list of procedures and what do to at each step of the process. Great for teams that know exactly what they’re doing and just need something written down.

Tier II: Now we’re getting a little more detailed. A Tier II accounting manual includes screenshots and specific instructions for how your team uses their specific technology to get the job done. Great to reference for those pesky tasks you do once a year and definitely remember what to do and how to do it… right?

Tier III: Imagine the most robust collection of instructions, tutorials, tech support, and query assistance all in one place, welcome to Tier III. You will have access to a web based training and assistance platform that includes screen recordings of your complete system processes. Every task documented from start to finish in easy to follow, on-hands, tutorials. A searchable web based platform allows for quick searches to find exactly what you’re looking for. Plus, if you’re a member with Adaptify you maintain unlimited updates to your database of tutorials as systems update and processes naturally change.

Historical Accounting, Catching You Up

The Echo Project →

Everyone falls behind sometimes and accounting, with it's infinite complexities and uncontrollable circumstances, is no different. Whether a key team member has left or things just got away from you, the Adaptify Process team can help catch you up so yo can get back to normal.

System Upgrades and Overhauls

The Echo Project →

Looking to make a change? Did you recently update a system and it’s not going as expected? Our team is trained in over a hundred different accounting, CRM, budgeting, payroll, and project management systems and programs. We can get your team up to speed fast while identifying anything that not have been setup ideally for your use case.

On Hand Audit Support

Have an audit coming up? Are you worried about the strain on your team during fieldwork? The Adaptify Process team has been through hundreds of audits and can come in the facilitate the transfer of data and to answer any questions you or your auditors have along the way. While we can’t guarantee your audit findings, we can guarantee to make it as smooth as possible.

Get In Touch

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.