CASE STUDY 4

Retail Services

Our resources and approach are specifically aligned to your project’s success.

Sea Kayak Connecticut, a leading guiding and retail business, needed a financial system to support day to day operations of the firm across a number of service and product lines. PTX provided resources to assist the founder transform the financial management of the firm and deploy a range of sustainable processes for the operation.

  • Provided business analysis services to help develop financial structures aligned to the business vision.
  • Designed and deployed integrated financial management software.
  • Migrated historical financial data and delivered fully reconciled financial books.