Make your accounting processes easier to run.
Led by Gary, a qualified accountant and FCCA, we improve the workflows behind month-end, reconciliations, reporting and finance administration so your team can spend less time preparing numbers and more time using them.
Start a Process Audit
Finance teams lose time when good controls depend on manual effort.
Month-end checklists live in spreadsheets, reconciliations are rebuilt by hand, approvals sit in inboxes and management reports require the same data to be copied every month.
Because the work is financially important, improvement needs more than a generic automation tool. We understand the accounting purpose of each step, preserve the right controls and improve the process around it.
What is included
A useful, complete piece of work.
- Month-end close workflow review
- Reconciliation and journal process mapping
- Accounts payable and receivable review
- Approval and financial control assessment
- Management reporting workflow redesign
- Data movement and spreadsheet dependency review
- Finance-system integration opportunities
- Prioritised improvement and automation roadmap
What should improve
- A faster and more predictable month-end close
- Less manual preparation and duplicated data entry
- Clearer ownership, evidence and approval controls
- More time for analysis, decisions and business partnering
How the work moves
A clear route from problem to improvement.
Understand the accounting purpose
We map the work, the systems involved and the financial control or reporting need behind every important step.
Separate control from repetition
We identify what genuinely needs professional judgement and what can be simplified, standardised or automated safely.
Improve and measure
We implement the agreed changes, document the new process and measure time saved without weakening control.
Finance-process problems we help prevent.
- Automating entries without suitable review
- Weakening segregation of duties
- Moving spreadsheet errors into a faster system
- Reports with unclear data lineage
- Month-end knowledge held by one person
- Approvals with no reliable evidence
- Disconnected finance and operational data
- Technology chosen without understanding the accounting need
Related services
Start with the problem.
You do not need to choose the solution before getting in touch. Tell us where work is getting stuck.