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Blum Shapiro Consulting helps its clients to set, meet and exceed their business objectives by delivering capabilities for every aspect of a total solution – people, process, technology, and strategy. With extensive industry and process expertise, a reputation for excellence and integrity, and a track record of proven success, Blum Shapiro Consulting assembles the right people, skill sets, and technologies to deliver cost effective solutions that increase competitive advantage and strengthen the overall organization.

CFO Advisory

CFO Advisory Services connects business leaders with actionable information by shifting finance resources from transaction processing and other low value activities to high value business analytics. Our approach is to automate, reduce, and eliminate low value manual activities and then create and execute a finance information strategy that will drive your business to higher levels of performance.

Can’t close the books on time? – Blum Shapiro Consulting can get you off of the transaction processing treadmill.
Budgets and forecasts are manual and time intensive? – CFO Advisory Services can show you how to automate your processes and improve analysis.
Unsure of the right financial software to choose? – We can assess your needs and help you select the right solution.
Trying to cut costs but don’t know where to start? – We can quantify the opportunity and get the costs down.

CIO Advisory

Blum Shapiro Consulting’s CIO Advisory Services helps companies ensure their IT function is fully aligned to the business. If you're not sure you are leveraging technology, CIO Advisors can put a technology roadmap together that clearly lays out where your IT dollars should be spent.

Are you considering replacing your financial or manufacturing system – if yes, CIO Advisors can ensure you make the right software choice.
Aren’t clear if your IT function is operating efficiently or with a customer service mentality – CIO Advisors can help measure IT’s performance and establish day-to-day operating procedures.

Litigation Consulting

Blum Shapiro's Litigation Services and Business Valuation professionals are CPAs with specialized training in litigation support. We conduct investigations, prepare exhibits for trial, serve as expert witnesses and help with depositions. We can provide precisely the expertise a lawyer needs for the successful outcome of a case. We built our reputation by assisting law firms, insurance companies and banks with a range of litigation support services

Management Consulting

Faced with opportunities and challenges that affect future success, organizations recognize the value of confronting very serious questions:

Does your top management share a common understanding about the business direction?
If your business strategy hasn't been fully implemented, are there unstated issues or people in the organization holding you back?
How well is your business running day-to-day?
Is there a need to create an actionable agenda with accountability within the company?

The planning process facilitated by Blum Shapiro Consulting helps organizations find answers from within - and change for the better.

Process & Controls

The Process and Controls group evaluates operational policies, procedures, protocols and key controls to protect the information assets of a company.

Difficulties complying with various federal and/or state regulations (i.e. GLB, HIPAA, SOX-404)? – Blum Shapiro Consulting can perform a Gap Analysis and assist with the implementation of new IT related controls.
Does the company\organization worry about privacy laws and how well their internal policies, procedures and protocols mitigate security breeches and operational control issues? – Blum Shapiro can independently evaluate this and develop “realistic” recommendations.
Are your customers concerned about the transactions processed on their behalf and confirming the security and controls used to protect their information assets? Blum Shapiro Consulting can perform a SAS-70 readiness assessment or a SysTrust engagement to confirm the status of the IT operations.
Is the company involved (now or in the near future) in a legal case that may require a review of electronic information? Take advantage of Blum Shapiro’s computer forensic services and our ability to create an eDiscovery plan.

SAGE Software

Blum Shapiro Consulting’s Sage practice offers clients reputable software guidance, implementation, training and support by premiere consultants. Our consultants have over 15 years of Sage Software experience and CPA certifications. Who better to work with than individuals who not only know the software in and out but can also understand your business and operational needs?

Are you unable to easily deliver timely and accurate actionable data properly formatted to all the decision makers in your organization?
Are you reworking, interpreting or revising data in Excel or elsewhere to obtain meaningful financial and operations reports?
Are you manually posting excessive journal entries at the end of the period, or manually re-keying data from one system to another to obtain integrated information? Can you do all of this and close the books in a timely manner?
Do you generate an extravagant number of manual checks or use a significant amount of paper?
Do you want to improve the overall accuracy, value and timeliness of your accounting processes?

If you answered “YES” to any of the above questions, Blum Shapiro’s Sage Software practice can help! Blum Shapiro’s Sage Software practice can work with you to fully understand your current process, identify the bottlenecks and areas in need of improvement and construct a plan to implement the appropriate solutions to significantly improve the timeliness, accuracy and effectiveness of your accounting process. Our group’s experience and expertise in consulting, software implementation and accounting provide you with the most competent team to see you through this valuable change and to continue to support you through upgrades and your future product support needs.

Technology Consulting

A sound business plan will get investors interested. A sound technology plan will keep them and your company happy. With a full-breadth of technology strategy, architecture and integration services, Blum Shapiro Consulting can help you succeed.

Have you undertaken a significant project with a new Microsoft technology, but aren’t sure if you’ve employed best practices or even leveraged the technology to its fullest extent? We can provide our insight and expertise to help guide you down the path to success.
Have you purchased an Enterprise Agreement, but are unsure whether you’re getting the most out of it? With our experience across a breadth of Microsoft products we can help you leverage your investment to its fullest extent.
Do you have difficulty bringing internal development projects in on time and on budget? Our prescriptive guidance can help your projects get back on track and start delivering value to your company sooner.
Do you question whether you have the technology framework in place today that you need in order to be successful tomorrow? We keep abreast of technology trends and forthcoming solutions so you don’t have to and can help define a roadmap for continued success.
Have you wondered if there are ways to improve business processes and eliminate costly, manual steps, but been unable to find a simple, cost effective solution? Let our experience with collaboration, workflow and business process integration help your employees be more productive.