Turning a Short-Term Backfill into a Strategic Finance Solution

October 28, 2025

Featured Case Study #1488

The Client's Challenge:

A client came to Pinnacle seeking short-term coverage for a 1-2 month maternity leave within their Accounts Payable (AP) department. At first glance, it seemed like a straightforward temporary project. However, the client was also undergoing a system implementation at the same time, which introduced additional complexities related to process changes, workload balance, and internal bandwidth.

Our Solution:

After taking the time to discuss the client’s current needs, upcoming priorities, and potential future growth, Pinnacle recommended deploying a high-level Accounting and Finance Consultant who could take on a broader role. This consultant was engaged for a 3-6-month period, providing hands-on accounting support while also guiding process improvements and assisting with the transition tied to the new system implementation.

The Impact:

By pivoting from a short-term AP backfill to a more strategic consulting engagement, the client gained continuity and stability during a critical period of change. The consultant’s experience helped maintain smooth accounting operations, strengthen reporting capabilities, and ensure the system implementation stayed on track. What began as a tactical coverage request ultimately turned into a more valuable engagement that delivered both immediate results and lasting impact.

Conclusion:

This partnership reflects how Pinnacle looks beyond the initial request to identify the right solution for each client’s situation. By understanding the bigger picture, such as the now, the future, and the what-ifs, we were able to align the client with a consultant who not only met their short-term needs but also helped their organization move forward with confidence.

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