top of page

Workiva Inc. (NYSE: WK) simplifies complex work for thousands of organizations worldwide.  Customers trust Workiva's open, intelligent, and intuitive platform to connect data, documents, and teams.  The results: improved efficiency, greater transparency, and less risk.  For more information about Workiva (NYSE:WK), please visit  WorkOps Consulting is a certified Workiva implementation partner firm 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. 



Workiva 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 Workiva, allow our WorkOps team to set up your financial documents.  We provide Workiva platform 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.

Explainer Video



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 Workiva platform setup, training and integration.


That's right, WorkOps is back as a proud sponsor of the Workiva Amplify virtual (and free!) conference dedicated to simplifying the complex for thousands of accounting, finance and compliance professionals!

Join us in our 1-hour CPE eligible breakout session as we host Extreme Makeover: Reporting Edition. We'll talk (and show!) you through the critical tools and design elements of how to tackle common financial reporting pain points in the Workiva platform, such as rounding, roll forward, data tie-outs, cash flow, late adjustments and more!  Plus hear from industry guest speaker Saputo Inc. about their finance transformation journey in the Workiva platform!

Register today for our Sept 20 or 22nd session by searching "WorkOps" under the general session search and take the first step in modernizing the way your team works.  Hope to see you all there!


WorkOps continues to see an unprecedented demand for its turn-key Workiva solutioning, advisory, design and development services across North America.  We are, therefore, expanding our Canadian and U.S. divisions and looking for qualified candidates!   

Just like the services and product we deliver, we strive to maintain a truly modern workplace that is fun, engaging and collaborative!  And puts you in control of your work hours by offering fully remote work capabilities and flexible hours.  With plenty of support from our veteran team members and hands on guidance, the sky's the limit at WorkOps.


We are currently recruiting for multiple roles, so please let us know your interest by sending an email to with your full name and contact information and someone will be in touch.


WorkOps has provided third-party implementation and support services to top Workiva customers in both Canada and the United States.  With over 30 successful 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 Canadian site, which contains customer case studies and testimonials.  We'll be adding to this page regularly, 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.  

Workiva has transformed the way businesses prepare thefir 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 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.

About Us
Beyond the Right Technology
Why Choose WorkOps?


The Galleria at Fort Lauderdale

2598 E. Sunrise Blvd., Suite 2104

Fort Lauderdale, FL, United States 33304

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


Success! Email received.

bottom of page