Financial & Performance Advisory
Reporting the board trusts, forecasts management owns, and a finance function that keeps up with the business it serves.
Situations We Help With
- Month-end close takes weeks, and the numbers are still argued about in the board meeting.
- The business has grown or changed hands, and the reporting has not caught up.
- Margins are slipping, and nobody can say with confidence which products, customers or channels are behind it.
- Cash is tighter than the P&L suggests.
- The CFO is stretched and needs senior capacity for a defined period without adding a permanent hire.
What We Do
Management Reporting & KPIs
A reporting pack built around the few measures that drive value, with clear definitions and one version of the truth.
Budgeting & Rolling Forecasts
A planning cycle measured in weeks, not months, and a forecast that management updates and stands behind.
Profitability Analysis
Margin by product, customer and channel, so that pricing and portfolio decisions rest on facts.
Cash & Working Capital
A 13-week cash view and practical levers on receivables, payables and inventory.
Cost & Margin Programs
A short list of prioritized initiatives, each with an owner and delivery tracked month by month.
Finance Function Redesign
Processes, systems and team structure, including support in selecting and implementing reporting and planning tools.
What You Have at the End
- A reporting model and KPI set, documented and owned by your team.
- A budgeting and forecasting calendar that runs without us.
- Profitability and cash models your team can update.
- A finance roadmap with priorities, owners and cost.
How Engagements Run
- Diagnostic
- 2-4 weeksWhere the numbers break down and what to fix first.
- Implementation
- Typically 2-6 monthsBuilt with your team, handed over in stages.
- Interim support
- Part-time, defined periodSenior capacity alongside the CFO.
Each phase is scoped and priced up front, as a fixed fee or a monthly retainer.
Numbers You Can Run the Business On
Tell us briefly about your situation. Every inquiry is reviewed personally and answered within one business day.
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