As a business grows, financial management needs to go beyond recording what has happened. We help management understand performance, plan ahead and make better financial decisions.
When accounting is no longer enough
A business can have an accountant, maintain its books and produce financial statements, yet still struggle to understand what the numbers mean or what management should do next.
How profitable are we? Where is our cash going? Which parts of the business are performing well?
What will our cash position look like in the coming months? Can we afford our next investment or expansion?
Why are actual results different from budget? What is driving the difference and what needs management attention?
Does the organisation have the financial leadership and management information needed for its next stage of growth?
From information to action
Our Strategic Finance Advisory services connect financial information, analysis and planning with the decisions management needs to make.
Reliable financial information.
Understand what the numbers are saying.
Plan resources, cash and performance.
Make informed management decisions.
Translate decisions into results.
What we do
Our services can be delivered individually or combined depending on the organisation's needs, stage of growth and financial management challenges.
Need stronger financial leadership without building a full-time CFO function?
We provide practical financial leadership and decision-support for organisations that need CFO-level thinking but may not yet require a full-time executive.
Has your finance function become too dependent on manual processes or individuals?
We help organisations improve their finance processes, systems, reporting structures and ways of working so that the finance function can support business growth.
Do you receive financial statements but still struggle to see what is happening?
We help organisations develop management information that highlights performance, trends, variances and the areas requiring management attention.
Are you planning from assumptions rather than a clear financial model?
We help management develop practical budgets, forecasts and financial plans that support resource allocation, cash management and business decisions.
Do you know what is driving performance across the business?
We help management connect financial and operational performance with business objectives, enabling better planning, accountability and continuous improvement.
Strategic Finance Advisory is particularly useful when an organisation has outgrown basic bookkeeping and compliance.
Our clients engage us because something has changed. If any of these situations sound familiar, it may be time to strengthen your finance function.
Our financial processes and reporting have not kept pace with the business.
We need better financial planning before opening a new branch, project or business unit.
The business may be profitable, but management needs better visibility over cash.
We receive financial information but don't have enough insight to manage performance.
We need additional financial leadership, structure or support.
We need stronger financial information, planning and reporting before approaching lenders or investors.
How we can work with you
Not every organisation needs the same level of involvement. Our advisory support can begin with a focused assessment and develop as your needs evolve.
Start with a focused assessment of your finance function, reporting, planning or performance management.
ExamplesAddress a defined finance challenge through a focused project with clear deliverables and implementation support.
ExamplesProvide ongoing financial leadership and decision-support through recurring advisory engagement.
ExamplesDepending on the engagement, we deliver:
Start with a focused engagement
A focused engagement can help identify the problem, clarify priorities and determine what level of support your organisation actually needs.
A focused review of your finance function, financial information, reporting and planning processes.
Get a quote for Finance Health Check →Develop practical management information that helps leadership understand performance and focus on what requires attention.
Get a quote for Management Reporting →Build a practical financial plan that connects business objectives, resources, cash and expected performance.
Get a quote for Budgeting & Forecasting →Ongoing senior financial leadership for organisations that need CFO-level support without maintaining a full-time CFO position.
Get a quote for Fractional CFO Support →Connected advisory capabilities
Financial information is only as reliable as the processes that produce it. As we work with growing organisations, we may identify wider issues around processes, controls, risk or accountability.
These areas connect naturally with our Governance, Risk & Internal Controls advisory capability.
Explore Governance, Risk & Internal ControlsLet's talk about your business
Whether you need better reporting, stronger financial planning, a finance transformation project or ongoing financial leadership, we can help you determine the right starting point.