Finance Function Review

A clear-eyed review of what's working and what's missing.

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What this involves

A practical review of your finance function, highlighting what is working, what is missing and what needs to improve.

Before you spend money on systems or hires, it helps to know what is actually wrong. We look at your finance function as it runs today, talk to the people doing the work, and tell you plainly where it holds and where it will break as you grow, with the gaps ranked by what they cost you.

What you get

What’s included

  • Review of your systems, processes and reporting as they run today
  • Conversations with the people doing the work
  • Assessment of close timetable, accuracy and control
  • Gaps ranked by risk and by the cost of leaving them
  • A prioritised roadmap with effort, sequence and owners
  • Findings presented to you and your leadership team

Alongside this

Related services

Reporting Accuracy Reviews

Decisions made on wrong numbers are worse than decisions made on no numbers, because they arrive with false confidence. We test your recent management reporting against source: reconciliations, revenue cut off, accrual treatment and the error patterns we see most often. You find out what is wrong before it shapes a decision.

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Month-End Close Process

A close that takes six weeks is not a reporting problem, it is a process problem. We map what actually happens now, find where the time goes, and rebuild it as a calendar with owners, deadlines and a checklist. The target is a close date you can put in the diary and then meet.

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Bank & Balance Sheet Reconciliations

The balance sheet is where errors hide. Old differences get carried forward, control accounts drift, and by year end your accountant is unpicking twelve months of it. We reconcile every material balance monthly, clear the history rather than rolling it forward, and keep a schedule behind each line.

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Financial Controls

Controls in a growing business are usually informal, which works until the person holding them is on holiday. We put in approval routes, authorisation limits and review checks that suit the size of your team, documented so they survive someone leaving. Enough structure to catch errors, not so much that it slows you down.

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Management Reporting

Most growing businesses get accounts eventually. Getting them on a date you can plan around, with the balance sheet reconciled and someone able to explain what moved, is a different thing. We produce a monthly pack to a fixed timetable and walk you through what it means while the month is still worth acting on.

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Not sure which you need? The strategy call maps it in about twenty minutes.

Where does your finance function stand today?

A short conversation will tell you whether this is the right place to start, or whether something earlier in the sequence needs fixing first.

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Strategic finance advisors for businesses that have outgrown bookkeeping and their accountants.

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