services
We provide services tailored to every step of the Finance Transformation journey. Each service is crafted to meet the specific needs of that stage. While each service stands alone as an engagement, we recommend following the sequential path for optimal results.
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Your journey starts with an intake questionnaire and a complimentary discovery call. During this call, we delve into your firm's goals, challenges, and current finance setup. We maintain a limited number of clients to ensure personalised attention and care. This initial step is crucial for both parties to assess compatibility and determine if we are well-suited to collaborate effectively.
1 hour
discovery call
We conduct an in-depth review of your accounting database (e.g., Xero, QuickBooks Online) to ensure the accuracy and timeliness of your data, including proper reconciliation of business and client accounts. We verify that your accounting file is structured and utilized correctly and assess the alignment of your legal time and billing system with your general accounting system.
If everything is in order, we proceed with confidence in the accuracy of your numbers. If issues are found, we provide recommendations to resolve them and maintain data integrity. Our findings and suggestions will be delivered in a report and explained via Zoom.
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DIAGNOSTIC REVIEW
assess
1
We clean up your accounting database, and bring your accounts up to date as of today. This will reveal important financial insights such as gross revenue, profit, and monthly spending. Now that your financial accounts are current and in order, we can focus on how best to keep things running smoothly going forward. The first question is WHO will be managing the finance processes going forward.​​​
clean & Catch up
baseline
2
To ensure smooth operations, you can entrust your finance function to our team in various capacities. We offer tailored packages to fit your specific needs and budget. Our collaboration so far should provide you with enough insight to make an informed decision.
bookkeeping
accounts
prep
vat returns
bill payments
outsource
This solution is ideal if you have a capable team handling day-to-day bookkeeping, but you seek the assurance of expert oversight. We can provide regular reviews and checks of your accounting data and are on call to answer questions and troubleshoot issues related to bookkeeping, accounting, and accounting software.​​​
expert
on tap
operate
3
improve
4
​​As a firm grows and more people get involved, processes can become inconsistent, cumbersome and lack control. The IMPROVE phase involves stepping back to pinpoint these gaps in the financial workflow, and implementing improvements through technology, training, policy documentation, controls implementation, and minor workflow adjustments.​ This is a crucial step in getting the best results from your finance back-office.
process improvements
You now have reliable and timely data to support decision-making, measure results, and plan for future success. The PROFIT COACHING program involves getting clear on your personal and business goals, planning out how to achieve those goals, and meeting regularly to ensure you are still on track to meet your goals. This program is recommended for at least a year after the IMPROVE stage is completed to ensure you have clarity and a plan of action.
If you prefer a lighter touch, we can provide regular performance reports that include key metrics tailored to your firm's specific goals. This service allows you to track measures that are most important to you. You can also opt for this service after completing the PROFIT COACHING program, once you are more comfortable with your progress, plan, and reading financial reports.
regular performance reports
leverage
5
profit
coaching