FINANCE CAPABILITIES

Finance expertise, connected.

Accounting, reporting, planning and automation support the same goal: a finance operation that works around your business. Start with the problem, then choose the capabilities the work requires.

FINANCE CAPABILITIES

Finance expertise, connected to the wider operation.

Explore the individual services that support transformation and ongoing finance operations.

Finance Operations

Accounting Automation & Systems

We assess finance workflows, plan system changes and build controlled accounting automations around how your business works.

What the engagement can coverAccounting software setup and configuration supportWorkflow and approval-flow design for finance operationsChart of accounts structure and cleanup
Ideal for

Businesses outgrowing spreadsheet-led finance processes

Finance Operations

Accounting & Bookkeeping

Managed accounting support for records, reconciliations and month-end close, connected to your wider finance operation.

What the engagement can coverGeneral ledger maintenance and account hygieneBank, cash, card, and balance sheet reconciliationsMonth-end close support with issue tracking
Ideal for

Businesses that need structured bookkeeping and close support

Planning & Advisory

Budgeting & Forecasting

Budgeting and forecasting support that connects business priorities to assumptions, scenarios and a regular planning process.

What the engagement can coverAnnual budgeting support and target-settingRolling forecast modelsScenario and sensitivity planning
Ideal for

Teams that want more disciplined planning before hiring or expansion

Planning & Advisory

Cash Flow & Working Capital

Cash-flow forecasting and working-capital support that brings collections, payments and upcoming commitments into one review process.

What the engagement can coverCash flow forecasting and short-term liquidity visibilityReceivables and payables planning supportWorking-capital review support
Ideal for

Businesses managing seasonal pressure or uneven collections

Compliance & Reporting

Financial Reporting & MIS

Management reporting that connects accounting information, business measures and commentary to the decisions leaders need to make.

What the engagement can coverMonthly management accounts and reporting packsKPI dashboards and MIS reporting structureVariance analysis and monthly commentary support
Ideal for

Founders and leadership teams that need clearer monthly visibility

Planning & Advisory

Fractional CFO & Finance Advisory

Fractional CFO support for leadership decisions, planning and performance review as part of a stronger finance function.

What the engagement can coverRecurring finance leadership and review cadenceManagement reporting review and decision supportBudgeting, forecasting, and cash planning input
Ideal for

Founders who need senior finance guidance without a full-time CFO hire

Finance Operations

Payroll & WPS Management

Payroll workflow support covering employee inputs, calculations, review and documentation, with WPS file preparation where applicable to the agreed scope.

What the engagement can coverMonthly payroll processing supportPayslip preparation and payroll summariesWPS-ready file preparation support
Ideal for

Growing teams that need structured payroll support

Compliance & Reporting

Tax, VAT & Compliance

Tax and VAT support focused on documentation, filing readiness and recurring finance workflows, within an agreed jurisdiction-specific scope.

What the engagement can coverVAT preparation, review, and filing supportCorporate tax readiness support and coordinationSupporting document review and compliance checklists
Ideal for

Businesses that need tax or VAT documentation support

START WITH YOUR CURRENT FINANCE OPERATION

Let’s map your finance operation.

We will begin by understanding how finance works across your business today, where unnecessary work exists and what should be improved.