← Back to Epic Advisory
Delete

The fastest way to fix your finance function is to stop doing things that don't matter.

Every finance team accumulates drag — reports nobody reads, reconciliations that add no value, meetings that should be dashboards. We find the waste and remove it.

Delete
What we kill.

These are the patterns we see in every PE-backed finance team. They exist because nobody questioned them.

The 47-tab board deck

Built manually every quarter. 80+ hours of analyst time. Half the slides are never discussed. Replace with a live dashboard your board can access anytime.

The status meeting that's actually a status email

30 minutes, 8 people, once a week. Everyone reads updates they could've read in Slack. That's 200+ hours a year. Gone.

The legacy reconciliation nobody audits

Built for a system you migrated off 3 years ago. Still runs monthly. Still takes 6 hours. Still catches nothing.

The approval chain that adds 3 days to close

Seven signatures for a $500 journal entry. The threshold hasn't been updated since the company was 10x smaller. Recalibrate and watch days disappear.

The report that exists because "we've always done it"

Ask who reads it. Ask what decision it drives. If the answer is silence, it's drag. We remove it.

Process
Before & after.

Same team. Less drag. More time for what actually matters.

Before Delete
47-slide board deck built manually every quarter
Weekly status meetings with 8+ attendees
12 legacy reconciliations running on autopilot
7-step approval chain for routine entries
Close takes 15 business days
After Delete
Live dashboard updated in real-time
Async updates; meetings only when decisions are needed
3 reconciliations that actually catch material errors
Threshold-based routing; routine entries auto-approved
Close runs in 7 days and shrinking
01

Map the drag

In the first 10 days we inventory every recurring process, report, meeting, and approval chain. We're looking for output that creates no downstream value.

02

Cut with confidence

We don't guess. Every deletion is documented, communicated, and tested. If something was actually needed, we know within one cycle and we restore it.

03

Protect the capacity

Recovered time gets immediately redirected into Automate and Elevate work. Delete without a plan for the recovered hours is just chaos with less paperwork.

"The first thing Epic did was kill half our recurring reports. We were terrified. Nobody noticed they were gone."
— What every CFO says after the first 30 days
Next: Automate →

Ready to Delete?

Bring us a real problem. We'll show you what changes in 90 days.

Start the conversation →