Our process
From disorganised finance to a controlled finance function.
A structured approach to understanding, transitioning, operating and improving your finance processes — with clear ownership and review points.
Understand
Review the business, sites, systems, current processes, reporting needs and pain points.
Build
Agree responsibilities, systems, deadlines, approval levels and reporting requirements.
Transition
Take over agreed work, obtain records and establish opening balances and recurring routines.
Clean up
Identify historic issues, unreconciled balances, missing documentation and process weaknesses.
Operate
Run the agreed bookkeeping, AP, payroll, VAT, reporting and finance processes.
Report
Deliver accurate and timely management information that owners can understand and use.
Improve
Recommend process improvements, better controls, cost visibility and reporting enhancements.
