Digital Transformation · Accounting Advisory

Empowering Progress. Enabling Business
Transformation.

AMA partners with advisory firms and finance teams to deliver technology enablement and accounting support that drives measurable, lasting outcomes.

Outcomes we deliver

Build Deeper Client RelationshipsIncrease RevenueIncrease Profitability
CF
VP
MD
CA

Trusted by finance leaders at forward-thinking firms

Automation Engine

240+

Processes

99.9%

Uptime

~30%

Savings

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Trusted by forward-thinking teams

A
Aperture Corp
M
Meridian Partners
V
Vantage Advisory
C
Crestwood Group
E
Elara Capital
0%

Reduced operational burden

0%

US-based oversight

0 Models

Flexible engagement options

Two Disciplines. One Partner.

Whether you need to modernize your technology stack or strengthen your accounting function, AMA delivers the right expertise at the right scale.

Modernize operations. Automate intelligently. Integrate seamlessly.

We help finance and advisory teams eliminate manual inefficiency, connect fragmented systems, and build scalable digital foundations that grow with your business.

Intelligent Automation

RPA, AI-assisted workflows, and decision engines that eliminate repetitive manual processes and free your team for high-value work.

Process Optimization

End-to-end process mapping, redesign, and governance to eliminate bottlenecks and build measurable operational efficiency.

Systems Integration

API-driven connectivity between ERP, CRM, reporting, and third-party platforms—no more data silos or reconciliation nightmares.

Technology Enablement

Platform selection, implementation support, and change management that drives real adoption, not just deployment.

What you get

  • Automated close & reconciliation
  • Integrated ERP + reporting stack
  • AI-assisted financial analysis
  • Digital operating model design
  • Measurable efficiency gains
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Unlocking the Advantagesof Collaboration

When you partner with AMA, you get more than services—you get a team invested in your outcomes.

Tailored Solutions for Every Need

No two organizations are alike. We design engagements around your specific workflow, risk profile, and growth objectives—not off-the-shelf playbooks.

Scalable Expertise on Demand

Access senior-level capability without committing to full-time headcount. Scale resources up or down as your workload demands.

~30%

Cost Savings Up to 30%

Reduce the operational burden and overhead of in-house delivery. Our hybrid model consistently delivers cost efficiency without quality compromise.

Shared Accountability & Results

We define clear KPIs, reporting cadences, and outcome milestones upfront. You always know what we committed to and where we stand.

Seamless Collaboration

We operate as a true extension of your team—embedded in your workflows, tools, and communication cadences. No hand-off friction.

Flexible Engagement Models

Project-based sprints, bucketed hour packages, or dedicated team embeds—choose what fits your budget, timeline, and delivery style.

Building Success TogetherThrough Our Partnership Model

A structured, transparent approach that creates value from day one and compounds over time.

01

We start where you are.

Collaborative Onboarding

A structured kickoff that maps your current state, defines objectives, establishes governance, and builds a shared delivery roadmap. No assumptions—just clear alignment from day one.

  • Current-state assessment
  • Team & stakeholder alignment
  • Delivery roadmap & KPI setup
  • Tool and comms setup
02

Consistent delivery. Full transparency.

Ongoing Support & Reporting

Regular execution against your roadmap, with structured reporting cadences and always-on communication. You're never in the dark—and we never miss a deadline without notice.

  • Weekly status & milestone updates
  • Real-time work visibility
  • Proactive issue escalation
  • Regular QA and review cycles
03

We evolve as you evolve.

Adaptability & Growth Focus

Business changes. Regulatory requirements shift. We build adaptability into every engagement, so our partnership grows stronger—and more efficient—over time.

  • Flexible scope adjustments
  • Process improvement cycles
  • Talent and capacity scaling
  • Quarterly business reviews

Rethinking Offshore Outsourcing:Scalable Solutions, Guaranteed Results

Traditional offshore models struggle with attrition, inconsistent quality, and communication breakdowns. AMA blends onshore oversight with offshore scalability—eliminating the tradeoffs.

Traditional offshore pain:High attrition ratesInconsistent qualityCommunication breakdownsLack of oversightSlow ramp-up
Onshore

US-Based Leadership

  • Senior PM oversight
  • Quality assurance
  • Client communication
  • Strategic alignment

Data Flow

Real-time coordination

Offshore

Global Delivery Scale

  • Execution capacity
  • Extended hours coverage
  • Cost-efficient delivery
  • Surge capacity

~30%

Cost Reduction

99%+

Quality SLA

Always

Dedicated Liaisons

3 Models

Engagement Options

Unmatched Quality

US-based project management and QA oversight on every engagement. Senior-level review built into delivery—not bolted on at the end.

Streamlined Communication

Dedicated US-based liaisons translate between your team and offshore execution. No friction, no missed context, no 3-day lag on a simple question.

Reduced Burden

Free your US team from repetitive, time-intensive tasks. Let them focus on advisory, relationships, and strategy—the work that truly scales your practice.

Tailored Flexibility

Bucketed hours, project-based, or dedicated teams—choose the model that fits. Mix and match as needs evolve, with no lock-in or penalty for growth.

Accounting and Risk Advisory

Trusted partner in your business journey—from routine operations to complex technical accounting and regulatory compliance.

Full-cycle operational support that keeps your books clean, your close on track, and your audit committee confident.

Record Keeping & Bookkeeping

Daily/monthly transaction management

Period Close & Financial Statements

Month, quarter, and year-end close

Reporting & Analysis

Management packages, variance analysis

Process Management & Documentation

SOPs, workflow design, controls

Balance Sheet Reconciliations

Full reconciliation and tie-out support

Audit Readiness

PBC prep, schedules, supporting workpapers

* AMA does not provide direct audit certification or express opinions on financial statements. Our services are designed to support and accelerate your audit and compliance processes.

We don't just advise—
we become operational partners.

Our team is built for execution. Senior practitioners who've lived your problems and know how to solve them, end to end.

Hands-On Execution

We don't just develop a plan and hand it off. Our team works alongside yours—in the details, on the deadlines, inside your systems.

Data-Driven Insights

Decisions backed by evidence, not instinct. We establish metrics upfront and use data to course-correct, optimize, and prove value throughout every engagement.

Sustainable Change

Short-term wins matter. But so does lasting impact. We build processes, documentation, and knowledge transfer into every engagement so improvements stick.

MD
VT
VA
DS
+

Senior Practitioners

Big 4 + industry backgrounds

Every AMA engagement is staffed with experienced professionals—not junior resources learning on your dime.

MD

Managing Director

Strategy & Client Relationships

VT

VP, Digital Transformation

Technology & Automation

VA

VP, Accounting Advisory

Technical Accounting & SEC

DS

Director, SOX & Audit

Compliance & Risk

EM

Engagement Manager

Delivery & Operations

Ready to achieveyour goals?

Let AMA guide you—turn outsourcing into a strategic advantage. Whether you need immediate capacity or a long-term transformation partner, we're built for what you're building toward.

No long-term lock-inUS-based oversight guaranteedFlexible engagement models