The systemic challenge of “responsibility without authority” is prevalent across the marketing services industry. Unfairly, the CFO or Controller is routinely tasked with optimizing agency profit, with few tools and insights to proactively influence behavior.
At CPI, we work with accounting professionals to design proper controls and adopt agency wide best-practice processes to reduce chaos and improve efficiencies. Our primary goal is to help you collect, organize and shape financial data to change behavior and improve decision making.
Over the last decade, CPI has worked with hundreds of accounting professionals to navigate the complexities of the marketing services industry. We are here to help you become a catalyst for effective and lasting change in your organization.
"CPI's deep knowledge of agency management software, their experience with project and financial data conversion, and their calm professionalism in the face of high stress made our deployment a success."
Loveland, CO, February 14, 2022 — Ramey has engaged CPI for an Agency Performance Audit. The goal of the audit is to provide leadership with a forensic analysis of the health of their organization, and to provide a detailed list of recommendations on how to achieve their goals with timelines, prioritization and total cost of […]
Read moreLoveland, CO, January 17, 2022 — Kinetic Marketing & Creative (Kinetic) has engaged CPI for a Workamajig Performance Audit. The findings from the audit will provide leadership with the detailed data necessary to properly structure Workamajig and adopt best practices within the tool to increase operational efficiencies and produce quality data for reporting and insights. […]
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