Capabilities · Finance & Performance
Finance & Performance
Financial statements a board, bank and auditor can trust; management information a leadership team can act on; and structural change handled with discipline when the numbers demand it.
Why it matters
When the numbers stop being useful
Growing businesses outgrow their finance functions quietly. Reporting arrives late, cash surprises the board, covenant conversations get harder, and decisions start being made on instinct because the information is not trusted.
Our finance and performance practices rebuild that foundation: accounts prepared to standard, senior finance leadership without the full-time cost, and – where the structure itself is the problem – restructuring managed before it becomes a crisis.
What you receive
- Management and year-end accounts your auditor, board and bank can trust
- Board packs, KPI dashboards and rolling cash visibility
- Covenant and lender reporting handled to standard
- Working capital, turnaround and succession decisions structured before they are made
How we help
The practices inside Finance & Performance.
- Management & year-end accounts
- Audit preparation & year-end support
- IFRS / IFRS for SMEs migration
- Systems set-up (Xero, QuickBooks, Sage)
- Clean-up & group consolidation
Named engagement
Controls Baseline
A defined start, a defined outcome, and a written scope before any work begins.
Request a Controls Baseline- Virtual CFO retainer, scaled to stage
- Board packs & KPI dashboards
- 13-week rolling cash & FX
- Covenant & lender reporting
Named engagement
Virtual CFO Retainer
A defined start, a defined outcome, and a written scope before any work begins.
Request the Retainer scope- Corporate & group restructuring
- Turnaround & performance improvement
- Working-capital improvement
- Succession & governance
Named engagement
Strategic Finance Review
A defined start, a defined outcome, and a written scope before any work begins.
Request a Strategic Finance ReviewReconciliation, first-draft commentary and board-pack assembly are automated where they earn their keep, so senior attention goes to the judgement calls – never the other way round.
Who this serves
Designed for the decisions ahead of you.
- Founder-led and family businesses institutionalising their finance function
- Boards that need reporting they can rely on
- Businesses facing covenant pressure, cash strain or structural change
- Companies preparing for audit, IFRS migration or group consolidation
Advisory
We advise; your team acts. Judgement, method and challenge, on call.
Done with you
Embedded support alongside your finance function until the work stands on its own.
Done for you
Finished, boardroom-grade work delivered to a scoped brief and deadline.
Related perspectives
Thinking behind the practice.
Discuss finance & performance with an adviser.
Tell us the decision in front of you. We respond within one business day, with a short scoping call and a written scope before any work begins.