Technology company, Workiva Inc. (NYSE: WK), has created the Wdesk cloud software platform to streamline the way financial and management reporting teams gather, manage, analyze and present critical business data.  WorkOps Consulting is a certified Wdesk implementation partner firm of Workiva that helps finance teams maximize the benefits of their Wdesk software.

Streamlining the last mile of finance means reinvesting the time savings resulting from shorter report production times into developing more powerful analytics.  Better analytics mean more accurate management reports, budgeting and forecasting models, executive reporting and MD&A documents. 



Wdesk gives reporting teams in public and private companies the technology tools to standardize and better control the way they create and manage financial documents.  Wdesk is a reliable, secure web-based platform that addresses common issues around data integrity and version control that leads to poor decision-making.

After subscribing to Wdesk, allow our WorkOps team to set up your financial documents.  We provide Wdesk support to ensure timely deployment for higher user adoption and ROI.  Our customized, advanced setup of Wdesk means faster, more accurate data gathering, performance analysis and decision-making.




WorkOps and Workiva have come together to enhance the way companies approach reporting process automation and workplace cloud collaboration.  Having achieved multiple advanced implementations for best-in-class organizations, WorkOps' skilled CPA consultants offer best practices and the latest techniques to help reporting teams with their Wdesk setup, training and integration.



It brings us great pleasure to announce the latest addition to the WorkOps roster, Julie Tran! 

Julie has over 9 years of progressive experience with public financial reporting in the mining industry. As is the case with all our consultants, Julie is passionate about Wdesk and looks forward to serving our growing client roster.

Please join me in welcoming Julie to our team!



Wdesk is connecting people, numbers and narratives in new, powerful ways.  Our team of highly skilled industry CPAs will ensure your reporting team benefits from well-controlled financial close cycles.  Our tailored, customer-centric approach puts your company's needs at the forefront. 



WorkOps has provided third-party implementation and support services to some of Workiva's top customers in both Canada and the United States.  With over 20 full-service projects completed and counting, we'd like you to hear from some of our clients!  Which is why we've recently added a new Success Stories page to our website which contains customer case studies and testimonials.  We'll be adding to this page often, so be sure to check back for updates!



It's no secret that the stakes for public companies are high. Reporting incorrect, incomplete or untimely information increases the risk of poor decision making, legal liability and a weakened competitive position.  

Wdesk was created by Workiva and has transformed the way businesses prepare their financial and management documents.  This award-winning cloud-based platform establishes version control, simplifies workflow and streamlines tasking, strengthens collaboration, and improves data consistency.  

But now that you've chosen Wdesk, what's next?

Beyond the Right Technology

Dallas-based WorkOps Consulting, LLC is a Workiva third party services integrator that offers best practices to maximize the full benefits of Wdesk.  WorkOps is one of the first companies in North America to offer advanced Wdesk implementation support and accounting advisory services that go beyond a basic financial statement setup.  


Why Choose WorkOps?

The growing demands placed on reporting teams make it challenging to free-up the resources to implement or sometimes even start a reporting project.  Our experience has shown that an in-house Wdesk implementation will often take on a 'see what works best' approach as teams continue to make changes over several periods to get it right.  And even then, how do you know you have an optimal solution in place? 

Companies can end up with a slow and inefficient deployment, which often results in lower user adoption and outdated setup practices.  Our setup is fast, efficient and non-intrusive, minimizing disruption to busy reporting teams.

Our comprehensive approach tackles most-read sensitive reporting documents like the MD&A and earnings release.  We also accurately and efficiently set up analyst decks, complex financial statement note disclosures and build cashflow models in Wdesk.  These are the kind of documents that reporting teams spend considerably more time and resources on due to the added complexity and dynamic mix of financial and non-financial elements. 


With a WorkOps Wdesk implementation, we create customized data validation tools comprising hundreds of checks and balances to ensure document consistency and a structured change management process.  We provide process narratives and system documentation for control and compliance purposes.

We also setup and streamline the preparation of the following reports, documents and presentations:

  • KPI and non-GAAP metrics

  • Executive and performance reporting packages

  • Capital markets forms

  • Investor Relations documents

  • Annual Information Forms (AIF) 

  • Management Information Circulars (MIC)

  • Electronic audit working papers for faster and easier tie-outs

  • Planning, forecasting and budgeting documents  


And our job isn't finished until our advanced Wdesk-certified CPA consultants have delivered their personalized on-site training program to ensure everyone on your team is comfortable with updating and maintaining their new Wdesk reporting model. 

Our goal at WorkOps is to leverage our unique skills and experience to implement Wdesk in a way that significantly reduces or eliminates the manual effort spent on low value added tasks in your financial and management reporting cycles. We drive processes and workflows that are repeatable, standardized and sustainable so that your Wdesk software operates at its fullest capabilities.



1717 N Akard Street, Suite 230

Dallas, Texas, United States 75201

Toll-Free Main: 1-844-WORKOPS (967-5677)


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