Approach
Diagnose, build, run.
Engagements follow the same three phases. Some clients need a defined project, some need ongoing support, and many need both: a build phase followed by monthly running.
The three phases
01 · Diagnose
Typically 2–3 weeks
Understand the current state.
We look at how finance and data work today and what management needs to know.
We map
- Systems
- Data flows
- The close
- Reporting
- Existing models
- Decision requirements
02 · Build
Milestone-based, over several weeks depending on scope
Put the working assets in place.
We fix what needs fixing and build what the diagnostic calls for, in agreed milestones.
We build
- Books and controls, where necessary
- Models
- Reporting structure
- Data layer
- Forecasting
- Workflows
- Automation
03 · Run
Monthly, where useful
Keep it working.
Where it helps, we operate and improve what was built.
For example
- Close
- Reporting
- Forecasting
- KPI monitoring
- Board preparation
- Workflow maintenance
Engagements
Project, ongoing support, or both.
A defined project has an agreed scope and milestones: for example, rebuilding the chart of accounts and close process, building a driver-based model or valuation analysis, or setting up a KPI framework and reporting pack.
Ongoing support covers recurring work: the monthly close, management reporting, forecast updates and board preparation.
Both is common. A build phase puts the foundations in place, then monthly running keeps them current. Over time, your team can take more of the running in-house, using the assets we built.
Scope and fees are agreed after the diagnostic conversation, in writing, before work starts. Discuss a project.
Discuss a project.
Tell us what you are trying to fix or build: a close that takes too long, a forecast nobody trusts, a valuation question, reporting that is assembled by hand. We will reply with how we would approach it.