Numbers that close on time and hold up to questions.
We help B2B finance teams tighten the month-end close, build budgets and forecasts the business believes, and turn the ledger into reports leaders can act on.
Discuss your finance process| Day | Task |
|---|---|
| Day 1 | Bank and card reconciliations |
| Day 2 | Accruals, prepayments and deferred revenue |
| Day 3 | Balance sheet review and sign-off |
| Day 4 | Management accounts drafted |
| Day 5 | Budget versus actual review with owners |
Illustrative: every task gets a day, an owner and a checklist.
What we work on
Practical projects for finance teams that have outgrown spreadsheets held together by one person.
Month-end close
A written close checklist with owners and deadlines, and reconciliations that are reviewed, not just done.
Budgeting and forecasting
A budget process with clear inputs from each team and a rolling forecast that is updated on a fixed rhythm.
Management reporting
A short monthly pack with consistent definitions, comparisons to budget and commentary on what moved.
Cash flow planning
A weekly or monthly cash view that links receivables, payables and payroll to the forecast.
Process documentation
Step-by-step notes for recurring finance tasks, so holidays and handovers do not stop the work.
Spreadsheet and systems clean-up
Simplify the models and links that feed your reports, and move repeated work into your accounting system.
How an engagement runs
Three phases, each ending with a review against what was agreed at the start.
Diagnose
Walk through the current close, budget and reports with the people who run them, and list where time and errors go.
Design
Agree the calendar, templates, definitions and owners, written down in one shared document.
Embed
Run the new process alongside your team for a cycle or two, then adjust and hand it over.
We work on finance processes and reporting. We do not provide audit, tax or investment advice.
Where does the month-end slow down?
Tell us which accounting system you use, how long the close takes today and which reports leaders ask for. We will reply with how we would approach it.