Services / Financial Management
Financial Management
Clear financial planning and controls that give leaders the numbers they need to make decisions.
The challenge
Decisions are only as good as the numbers behind them
Growing firms often outgrow their financial processes. Budgets are built in spreadsheets, cash surprises happen, and reports arrive too late to act on. We help CEOs, CFOs and owners put practical financial management in place.
Our work focuses on planning, reporting and controls. We do not provide investment, tax or legal advice, and we work alongside your accountants and advisors.
- Budgets that are not linked to how the business actually runs
- Cash flow surprises
- Monthly reports that arrive late or are hard to read
- Costs, especially technology and vendor costs, growing without review
- No clear KPIs for leadership
How we help
What an engagement includes
1
Review
We look at your current budgeting, reporting, cash management and cost base.
2
Build
We set up budgets, forecasts, KPI dashboards and cost controls that fit your business.
3
Embed
We help your team run the new processes month to month until they are routine.
What you get
Deliverables
- Budget and rolling forecast model
- 13-week cash flow plan
- Monthly management reporting pack
- KPI dashboard for leadership
- Cost and vendor contract review
Typical projects
Projects we can help with
- Building a first proper budget and forecast
- Cutting technology and telecom spend
- Preparing financial information for investors or lenders
- Setting up reporting for a new entity or subsidiary
Are you accountants?
No. We focus on financial planning, reporting and controls, and work alongside your accountants and tax advisors.
Can you act as a part-time CFO?
We can support CFO-level projects and planning. We agree the scope and time commitment at the start.
Do you work with small businesses?
Yes. Owner-led businesses often benefit most from simple, reliable financial processes.
Next step
Ready to talk?
Tell us about your situation and we will tell you honestly how we can help.
Explore
See how our practices work together
Most projects touch more than one discipline. See all seven of our practices.