Capability 03

Finance Function & CFO Advisory

Get reliable numbers on time, every month, without chasing them.

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What this work is

A finance function that worked at one scale usually breaks at the next. Month-end takes three weeks. The same reconciliation is done twice in different spreadsheets. Nobody is certain which version of the report is current. The team is busy and the information is still late.

We assess how the finance function works today, redesign the process, and put in place the controls, calendar and reporting that a business of your size needs. That means specific things: a close timetable people can meet, a chart of accounts that supports analysis, approval limits that are actually enforced, and a monthly pack that tells management something.

Where the gap is capability rather than process, we advise on the shape of the team and support recruitment briefs, handover and training.

You probably need this if

  • Month-end results arrive too late to act on.

  • The management report is a profit and loss with no commentary.

  • Controls exist on paper and are bypassed in practice.

  • Your finance team is capable but has never been shown a better way of working.

  • You are about to implement or replace an accounting system.

What this covers

  • Finance function assessment
  • SOP development
  • Internal controls
  • Process improvement
  • Finance team structure
  • Delegation systems
  • Management information systems
  • CFO advisory
  • Fractional and outsourced finance support
  • Accounting system improvement

What you get

  • Finance function assessment

    A review of process, people, systems and controls, with gaps ranked by risk and effort.

  • Month-end close calendar

    A day-by-day timetable with owners, dependencies and a realistic reporting date.

  • Management reporting pack

    A designed monthly pack — the numbers that matter, with variance commentary and a small set of operating indicators.

  • Control and delegation framework

    Approval limits, segregation of duties and the checks that make them stick.

Common questions

Is this a one-off project or ongoing?
The assessment and redesign is a project, usually four to ten weeks. Many clients then retain us for a period to make sure the new process holds.
Do you replace our finance team?
No. The aim is to make the existing team more effective. Where a role is genuinely missing, we say which role and why.
Do you implement accounting software?
We advise on selection and design the chart of accounts, reporting structure and process around it. Technical implementation is done with your vendor.

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