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Transforming Leadership and Clarity in a Growing Business with System & Soul™

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Industry

Financial Services

Challenge

The business was experiencing growth but faced issues like too many priorities, misaligned leadership, unclear ownership of responsibilities, and ineffective meetings.

Results

By implementing the System & Soul™ framework, the business achieved increased clarity and ownership across the leadership team, improved meeting efficiency, better decision-making, progress on strategic goals, and a healthier culture.

Key Product

System & Soul™ framework

100%
Increased Team Clarity
85%
Improved Meeting Efficiency
75%
Faster Goal Execution
90%
Higher Team Morale

Doing this exercise really brought everything together. Now my staff has a good idea of what I, as a CEO, am thinking for the organization and where I want to take the company.

Jayanthi Ganapathy

CEO, Finaccurate

We now have a weekly sync on the calendar, and a leadership team that gets on a weekly call. Everyone has an action, and we’ve put a structure in place.

Jayanthi Ganapathy

CEO, Finaccurate

1521245469290

About Finaccurate

FinAccurate’s vision is to be a world-class organization providing full-service, outsourced accounting and bookkeeping services, tax advisory services and business consulting services to SMBs.

The Challenge

The company was on a growth trajectory but was bogged down by several common issues. They had too many priorities, leading to a lack of focus. Leadership was misaligned and roles were unclear, causing confusion and inefficiency. Meetings were frequent but ineffective, and the team struggled with decision-making and execution. The leadership team knew they needed structure but were wary of implementing a rigid system that could stifle the company’s creative culture.

The Solution

Recognizing the urgent need for change, the company partnered with a System & Soul™ certified coach. Together, they crafted a custom Road Map that outlined the company’s 3-year vision, 1-year goals, and 90-day priorities. They restructured the leadership team to ensure decision-making authority matched responsibilities. Weekly Sync meetings and Scoreboards were introduced to drive consistent accountability and action. The team also held regular strategy sessions to stay focused on long-term goals and eliminate distractions. As Jayanthi Ganapathy, CEO of Finaccurate, put it, "Doing this exercise really brought everything together. Now my staff has a good idea of what I, as a CEO, am thinking for the organization and where I want to take the company."

The Results

Implementing the System & Soul™ framework resulted in significant improvements. The leadership team gained increased clarity and ownership, leading to better decision-making. Meeting efficiency improved by 85%, and the company saw 75% faster execution of strategic goals. Team morale also saw a boost, with a 90% increase in overall satisfaction. 'We now have a weekly sync on the calendar, and a leadership team that gets on a weekly call. Everyone has an action, and we’ve put a structure in place,' said Jayanthi Ganapathy. Now, the business is scaling with confidence, fully aligned around a clear strategy and shared purpose.