At The Strategyz Group, we cut through complexity, helping businesses streamline operations, automate workflows, optimize financials, and gain strategic insights for sustainable growth.
With over a decade of experience serving global and mid-size businesses, we combine financial expertise, process re-engineering, and a human-centered approach to drive profitability and efficiency. From Fractional CFO services to business transformation, we deliver tailored solutions for smarter decision-making and sustainable growth.
Ready to streamline and scale? Let The Strategyz Group guide you to lasting success.
Our Offerings
Strategic solutions to improve efficiency, strengthen financial clarity, and drive business growth. Whether simplifying complex workflows, automating financial processes, or scaling operations, we help you stay ahead.
Business Simplification
Optimize workflows, eliminate inefficiencies, and streamline operations with lean methodologies and automation to drive sustainable growth.
Accounting & Finance Transformation
Enhance financial operations with AI-driven insights, automation, and advanced analytics while providing core accounting and FP&A services. From financial reporting to budgeting and compliance, we improve clarity and efficiency.
Fractional CFO Services
Gain expert financial leadership without the full-time cost. Our Fractional CFO services provide strategic financial guidance, cash flow optimization, financial reporting, and scalable growth strategies to improve profitability and decision-making.
Case Studies
Providing new insights for CFO Decision-Making
Client: Fortune 100 Global Bank
✅ Challenge:
The CFO lacked real-time insights due to manual reporting and scattered data, making decision-making slow and inefficient.
✅ Solution:
1️⃣ Developed key performance indicators (KPIs) to align with business objectives.
2️⃣ Built interactive dashboards using Tableau and Workiva to centralize financial data.
3️⃣ Automated reporting workflows, reducing manual work and improving data accuracy.
4️⃣ Provided training to enhance adoption and drive data-driven decision-making.
✅ Results:
✔ Enabled real-time financial insights, improving strategic decision-making.
✔ Reduced manual reporting effort, saving hours of work per cycle.
✔ Increased data accuracy and visibility across financial operations.
Optimizing the Payroll Process for Non-Profit
Client: Non-Profit Organization
✅ Challenge:
Client's payroll process took over a month, relying on manual Excel calculations and extensive manual checks, leading to errors and inefficiencies.
✅ Solution:
1️⃣ Analyzed the payroll workflow to identify inefficiencies.
2️⃣ Automated workbooks to eliminate manual data entry and reduce errors.
3️⃣ Redesigned the payroll process to improve efficiency and accuracy.
4️⃣ Trained staff on the new streamlined approach.
✅ Results:
✔ Reduced payroll processing time from 1 month to just 5 days.
✔ Eliminated manual errors, improving payroll accuracy.
✔ Increased efficiency, allowing staff to focus on higher-value tasks.
Implementing New Accounting Guidance
Client: Fortune 10 Large-Scale Warehouse Retailer
✅ Challenge:
Client needed to adopt new accounting regulations while ensuring compliance and minimizing disruptions to financial reporting (ASCL 326 - CECL / ASC 606 Rev Rec)
✅ Solution:
1️⃣ Researched & analyzed the new accounting guidance for key implications.
2️⃣ Assessed the impact on financial statements, reporting, and operational processes.
3️⃣ Drafted whitepapers summarizing the changes and developed an execution plan.
4️⃣ Prepared documentation to support audits and regulatory compliance.
✅ Results:
✔ Ensured 100% compliance with new accounting standards.
✔ Delivered audit-ready documentation for seamless regulatory reviews.
✔ Strengthened financial reporting processes for future regulatory shifts.
Head of Accounting, a Fortune 500 Professional Services Firm
“The Strategyz Group's insights, skills, and tireless work ethic were a true asset to our team. Their contributions had a significant impact, and we hope to work with them again in the future."
Head of Financial Reporting, a Global Retail & Wholesale Corporation
"The Strategyz Group's team was inspiring, had an exceptional work ethic, technical accounting expertise, and IT capabilities. They stepped in seamlessly, made a significant impact, and was a pleasure to work with. I hope our paths cross again in the future."
CFO, Global Organization
“Their expertise in automation and process improvement significantly enhanced our financial operations, from reducing manual payroll efforts to streamlining accounting workflows. Their professionalism and results-driven approach set them apart.”
Insights/Blog/Resources
About Us
Hi there! I'm Angelo Chan, the founder of The Strategyz Group.
With over a decade of experience in consulting, accounting, and business transformation, I’ve partnered with Fortune 100 companies, mid-sized businesses, and brick-and-mortar establishments to solve complex challenges and turn them into opportunities for growth.
At The Strategyz Group, our mission is clear: to simplify business processes, enhance efficiency, and help organizations achieve their goals faster. Whether it’s optimizing workflows, reimagining financial systems, or empowering leadership teams, we specialize in crafting tailored solutions that drive measurable impact.
Let’s connect and create meaningful change together.
