We start with your situation, your complexity, your needs and your ambition.
You're starting or growing, and want finance built right from the start.
Something in finance isn't working, and you need to find out what.
You're established, and finance needs to catch up with the business.
You want someone who understands the business, not just the ledger.
You're entering new markets, entities or countries.
Revenue, customers, people and entities may all be increasing, but finance may still run the way it did when the business was smaller. We help you move:
You may not need a whole new finance team. You may need to understand what is actually broken. That's where we start.
Your accounts may be maintained and compliance may be done, but can you answer these?
More customers, products, people, locations and transactions. A finance function designed for a smaller business can hold a growing one back.
Many established and family businesses have strong commercial knowledge, but finance may still depend on individuals, informal processes or habits built up over years.
Professionalising finance doesn't mean making the business bureaucratic. It means creating:
Long-standing relationships. Experienced management. More than one generation involved. Several entities. Established ways of working.
We don't come in assuming everything needs to change.
You may not need ten people. You may need one strong Business Accountant™, backup, a Senior Accountant, Finance Manager support, Fractional CFO capability, or specialists when needed, combined around your business.
A finance partner should know more than your ledger. They should understand:
The relationship can grow with you. You may start with accounting, then add MIS, then management reporting, then senior finance, then CFO capability.
You may have already hired accountants, changed teams, outsourced finance, tried new software or added senior people, and still not got the visibility or discipline you expected.
We don't start by assuming the previous solution was wrong. We ask a better question: what is the business actually missing? Then we build from there.
Finance function, people, processes, systems
Accounting, payroll, compliance, finance operations
MIS, performance, cash, profitability, business drivers
Planning, forecasting, funding, strategic finance
Clean-up, controls, processes, reporting
Automation, technology, better reporting
Loans, project finance, government incentives
New entities, new markets, international finance
You don't need to arrive with a perfectly defined scope. Just tell us: "This is what's happening in my business."
We'll help you understand:
We'll help you understand what your business needs from finance, and build the capability behind it.