Building the finance capability behind your business
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How we work

How we work

From understanding to action.

We don't come with the answer. We discover it with you.
Every business is different. The right finance function depends on your business model, people, systems, stage of growth, problems and ambitions, and on the decisions management needs to make.

So we don't begin by asking "Which service do you need?" We begin by asking "What is happening in your business?"

U-BRIDGE™

Our approach, from understanding to action.

U-BRIDGE™ connects understanding your business with building the finance capability to support it.

Understand→Build→Review→Identify→Discuss→Generate solutions→Execute
From advice to action

Advice identifies the opportunity. Implementation creates the change.

Not every client needs the same level of involvement. You decide how far we go.

  1. ReportGive you reliable information.
  2. AdviseExplain what it means and what could improve.
  3. Jointly actMake decisions and drive actions with you.
  4. ImplementTake responsibility for putting changes into practice.
  5. Business partnerBecome part of your ongoing management rhythm.
The relationship can move along this line as trust grows.
MBRICKS™

Finance shouldn't end with a report. The report should start the conversation.

MBRICKS™ is our monthly rhythm for turning numbers into decisions and actions.

Monthly→Business review→Results & performance→Insights→Controls→Key actions→Stakeholder connect
Your finance rhythm

A strong finance function has a rhythm.

Daily

Banking updated, transactions captured, critical information monitored.

Weekly

Receivables, payables, cash position and important exceptions.

Monthly

Books closed, MIS prepared, performance reviewed through MBRICKS™, actions recorded.

Quarterly

Trends reviewed, budgets and forecasts reassessed, priorities discussed.

Annually

Business planning, budgeting and next-stage finance capability.

The first 90 days

We earn the right to become your long-term finance partner.

Understand→Stabilise→Build→Improve

We don't want to be your finance partner just because you signed an agreement. We want to earn it by understanding your business, delivering, communicating and becoming useful to management.

One person works with you. A team stands behind them.

Your finance function should never depend on one person.

If someone is unavailable, the process continues. If someone leaves, the system continues. If a problem needs senior attention, it escalates.

Business Accountant™→Senior review→Partner→Specialist or external expert
Your Business Accountant doesn't have to pretend to know everything. The right answer reaches you through the right person.
Continuous improvement

Finance shouldn't just keep up. It should keep getting better.

Review→Identify→Improve→Implement→Measure→Repeat

Ready to build the finance capability behind your business?

You don't have to know whether you need an accountant, a Finance Manager or a CFO. Tell us what's happening in your business, and we'll help you work out what comes next.

Let's understand your business before we recommend anything.