Closing With Confidence: How Haynes Mechanical Achieved Zero Variance at Month-End
Join us live on September 23 at 3PM ET as Patrick McFarlen, CFO at Haynes Mechanical, walks through what changed when his team stopped reconciling at month-end and started catching exceptions daily.
Haynes Mechanical runs both service and construction for commercial and industrial clients across Colorado. Like most contractors, closing the books meant taking what the field submitted and checking it, line by line, against what had to post to the ERP. With manual input and project routing errors, it could take the first two weeks of every month to get those numbers to agree.
In this conversation, Patrick walks through what changed with Finance Hub: syncing exceptions surface in one place, so matching what came in from the field against what goes to the ERP becomes a quick daily review instead of a month-end hunt. Real workflows, honest lessons from a live rollout, and where he'd tell a peer to start.
What you'll learn
- From two weeks to daily review — How Haynes reworked the cross-reference between field submissions and ERP-ready books into a task that takes minutes, not days
- Building trust in the numbers — What they fixed first, and how they gained confidence in their data before leaning on it for close
- A different conversation with auditors and lenders — How a shared ledger and audit trail changed the way Haynes shows up to those meetings
