Many companies have a capable finance manager or first-time CFO who is stretched across operations, with little time for planning, board reporting or technical issues. We work alongside them as a reviewer, sounding board and extra capacity, without replacing anyone.
Signs this applies to you
- Your finance head is absorbed in daily operations
- Board or investor reporting is new to the team
- A technical issue needs senior judgement, such as Ind AS, restructuring or an audit qualification
- Tax and compliance positions have not been reviewed independently
- The team needs to grow in capability, not only in size
What we do
- Monthly review of the close, reconciliations and MIS
- Review of board packs and investor updates before they go out
- Technical accounting support, including Ind AS positions
- Independent review of tax and compliance positions
- Working sessions with the finance head on planning and priorities
- Coaching and process support for the finance team
What you receive
- Monthly review notes with actions for the finance team
- Quarterly board pack review
- Written notes on technical accounting and tax positions
Usually delivered through the Oversight engagement model. Compare engagement models.