Initial Engagement: Diagnostic & Roadmap
Immediate insight — with or without ongoing engagement
We walk you through key findings, risks, and opportunities in a focused session to diagnose
Challenge assumptions around your current reporting and controls
Highlight critical gaps and quick wins
Provide practical insight you can act on immediately
There is no obligation to proceed further — the session itself delivers value.
What you gain:
Clarity, direction, and actionable insight within a single conversation.
360° Diagnostic
A structured assessment of your reporting, controls, and financial visibility
We take a targeted but comprehensive view of how your finance function actually operates — not just how it is designed.
We examine:
- The quality, consistency, and reliability of your financial reporting
- How well your numbers reflect true business performance
- The design and effectiveness of your internal controls
- Key processes across revenue, costs, and cash flow
We go beyond surface-level review to identify where information becomes unreliable, delayed, or distorted.
What you gain:
A clear understanding of how dependable your financial data really is — and where it breaks down.
Risk Mapping
A clear visualisation of your most critical financial risks
We translate findings into a prioritised view of risk — highlighting the areas that can quietly damage performance or expose the business.
This includes:
- Margin leakage and cost misallocation
- Weak or missing controls
- Reporting gaps that impact decision-making
- Exposure to misstatements or compliance issues
Each risk is assessed based on impact and likelihood, allowing leadership to immediately see where attention is required.
What you gain:
A focused view of your highest-risk areas — not a long list, but what truly matters.
Execution Roadmap
A practical, prioritised roadmap toward audit-ready financial discipline
We convert insight into a clear execution plan that leadership can act on immediately.
This report includes:
- Structured around business priorities and operational realities
- Sequenced based on impact, urgency, and effort
- Designed to improve visibility, control, and decision-making
It outlines exactly:
- What needs to change
- Why it matters
- How to implement it
What you gain:
A clear path from your current state to a more controlled, transparent, and scalable finance function.
Our Service Range
Reporting Architecture, Finance Operating Model, Group Consolidation & IFRS Reporting, Internal Control and Risk Management, and Regulatory Governance analysis to support confident decision-making and sustainable growth.
Reporting Architecture
Management accounts, Board packs, FP&A, Cash Visibility, Margin Analysis, Working Capital Reporting, and KPI logic.
Finance Transformation
Finance team structure, Roles, Responsibilities, Process Standardisation, Finance Systems Logic, Automation Readiness, and Project Leadership.
Consolidation & IFRS Reporting
IFRS Reporting, Group Consolidation, Financial Statements, Audit Preparation, Investor and Lender Packs, and Due Diligence Support.
Risk, Control & Governance
Internal Control frameworks, Risk Heat Maps, Policy design, Control testing, Gap analysis, Mock Audit, Audit readiness, and governance review.
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