OTB LEADS FINANCE AND ACCOUNTING CHANGE

This is how our clients describe OTB Advisory.

Backed by expert knowledge and a balanced people-centered approach, OTB leads sustainable change in your organization. We can help you achieve excellence in your accounting, finance and operations, and create cross-functional efficiencies. Whether responding to new regulation or transaction, or driving change yourself, OTB can help your company operate more effectively and unite to unleash its potential.

icon
WHY OTB ADVISORY?

Our mission is to drive positive change by blending complex technical finance and accounting services with a people-centered approach that prioritizes trust, respect, and responsibility. We do this by giving more organizations access to leading accounting and finance advisory services and pairing them with transformational change management.

Our clients choose to work with us for six main reasons:

  1. We walk our talk – We operate with integrity and honor our commitments. Always.  Being personable and fostering genuine trust are core to our business.
  2. One point of accountability – The buck starts and stops with Elena, no management hierarchies to navigate.
  3. No “dabbling” – We only practice in areas where we have in-depth knowledge and expertise.
  4. No politics, no conflicts – Our only focus is on completing your assigned work with excellence – on time and on budget – not to “finagle” other projects.
  5. Exceptional value – We deliver “Big 4” (or better) quality work without the associated “Big 4” price tag.
  6. Customized, innovative high-quality solutions – We are known for our Out-of-the-Box solutions, delivered flexibly to suit your business’ unique needs and challenges.  We cut to the chase and deliver results.  We enable change, locally and globally.  We find creative and reliable ways to get to the goal faster.
WHAT WE DO
  • FINANCE TRANSFORMATION SERVICES
  • BUSINESS AND TEAM EFFECTIVENESS SERVICES
  • INTERNAL CONTROLS AND RISK ADVISORY
  • POST-MERGER INTEGRATION SERVICES
icon
Frequently Asked Questions

Get answers to frequently asked questions about our services.

NEWS
May 15

Do you want a leadership role?

Currently, I am working with a fantastic entrepreneurial leadership team on post-merger integration and finance transformation. The project is led out of the CEO’s office with the CFO being the internal project leader, while...

Apr 12

Annual and Interim External Reporting Tool Updates

As part of ongoing user implementation, OTB has made significant enhancements to the reporting tool used for external reporting by public companies.  Some enhanced functionality includes: Full financial statement...

Apr 11

Cultural Integration Gap Assessment Survey

OTB has released an improved version of the cultural integration survey that can be performed in collaboration with internal HR professionals as part of post-merger integration or to assist with cultural landscape...

icon
Request a Quote

    captcha