Expert Business Solutions in Quote/Order to Cash Oprations and Systems
Transforming businesses with tailored strategies.
O2C2 Consulting
Our Mission
At O2C2 Consulting, we strive to empower businesses to achieve their full potential. Our mission is to provide strategic insights and innovative solutions that drive growth and efficiency.
Our Expertise
With 20+ years of experience in order to cash, reporting, and business management, O2C2 Consulting specializes in operational excellence and strategic planning. We leverage industry best practices to help organizations optimize their processes.
What We Offer
Unlock Cash Flow. Streamline Your O2C Process.
From quote to cash, we help growing companies eliminate order errors, accelerate billing, and improve cash flow—without the chaos.
End the Guesswork in Order-to-Cash
At O2C Squared, we partner with Finance, RevOps, and Order Management leaders to fix the operational pain that delays revenue, increases risk, and clogs cash flow. Whether you're scaling up or rebuilding, we bring clarity, control, and consistency back to your financial operations. Some of our offerings include:
A 2–4 week diagnostic of your end-to-end process, with prioritized recommendations
Process Redesign & Automation
Detailed workflow mapping, policy enhancements, and system integrations
Relief for teams bogged down by manual work or rework
Managed O2C Services
Ongoing support for QA, exceptions, documentation, and performance reporting
Fractional O2C leadership
Why Choose O2C2
✅ 20+ Years of Expertise in Order Management, Revenue Recognition, and SaaS billing
🔧 Tool-Agnostic Integration Skills across Salesforce, CPQ, NetSuite, Maxio, Zuora, Workato, and many other systems and platforms
📊 Results That Matter: We focus on reducing DSO, eliminating revenue leakage, and freeing your team to scale
🤝 No Fluff—Just Outcomes: We deliver practical solutions, not generic reports
Our Clients
At O2C2, we support small to mid-sized B2B companies that are either scaling up or just getting started—and need expert guidance to build or fix their order-to-cash operations.
Our clients include:
Established companies outgrowing manual, error-prone processes
Fast-growing startups laying their operational foundation
Founders and finance leaders who need better visibility and control across sales, billing, and collections
Teams struggling to align systems like Salesforce, NetSuite, CPQ, and Maxio
If your team is lean, your process is chaotic, and your cash is stuck in limbo—we're here to help.
Order to Cash by the Numbers
Why is an effective, streamlined Order to Cash cycle so important?
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