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Scaling fast is exciting, but it can also get messy. For this private equity-backed EdTech company expanding across North America, acquisitions in Canada and Mexico brought big opportunities and even bigger challenges.
Closing the accounts was slow, reporting was inaccurate, and six subsidiaries were running independently with outdated tools. That’s when Tarsus stepped in.
What were the Challenges?
Before partnering with Tarsus, the company faced:
• Delays in financial closing
• Outdated consolidation tools
• Difficulty paying bills on time
• Complex revenue recognition across multiple subsidiaries
How Tarsus Approached?
Tarsus partnered with the company to build a strong financial foundation. Here’s what we did:
• Audit & Gap Analysis – Identified process issues and areas for improvement
• QuickBooks Implementation – Rolled out across all subsidiaries, including Canada and Mexico
• Maxio Optimization – Improved KPI and revenue tracking
• Streamlined Consolidation – Fixed reconciliations and revenue recognition
What Impact it had?
The transformation was inevitable for the Edtech company. They experienced
• Faster financial closing and better reporting
• Cost savings by eliminating redundant roles
• Clearer financial insights for smarter decisions
• CFO confidence in Tarsus, leading to discussions about additional services
Why It Matters?
Scaling is more than just about adding new businesses. It’s about making them work together. Strong financial operations deliver:
• Transparency for investors
• Accurate reporting for decision-making
• Efficiency that saves time and money
• Scalability for future growth
Why Tarsus for Financial Operations?
We help companies turn complexity into clarity. From accounting and payroll to FP&A and CFO advisory, Tarsus ensures your financial operations are handled at ease while you take care of the core business.
This EdTech company’s story proves one thing that disciplined financial management is the backbone of successful expansion. With Tarsus as a partner, they achieved operational efficiency, cost savings, and scalability setting the stage for long-term success.
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