Blue Cypress
Professional Services to Associations
Context
Following a series of acquisitions and rapid growth, Blue Cypress aimed to formalize its accounting governance, controls, procedures, reporting, and KPIs for its more than 10 entities and over 150 employees.
Outcomes
Protego developed import lists for all subsidiaries, encompassing Chart of Accounts, Customers, Vendors, Trial Balances, Accounts Receivable Aging, and Accounts Payable Aging, in preparation for ERP migration. They also established user privileges and conducted end-user training. Additionally, Protego provided Outsourced Accounting Department functions, such as daily transaction categorization, Accounts Receivable and Accounts Payable management, API and Integration Management, monthly close procedures, and management reporting.