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Financial Advisory

Financial systems, controls and analysis that unlock better decisions.

Overview

Reliable financial information is the basis of every good business decision. Our financial advisory work helps organisations get their numbers right, understand what they are saying and use them to plan ahead.

We work on the practical side of finance — budgets, systems, controls and analysis — so management can see cash, costs and performance clearly, and lenders, boards and funders can rely on what they are shown.

Who it’s for

  • SMEs moving from informal records to proper financial management
  • Organisations implementing or upgrading accounting systems
  • Management teams that need clearer reporting for decisions
  • NGOs strengthening financial management of grant funds

What we offer

  • Budgeting and forecasting

    Annual budgets, cash-flow forecasts and scenario planning that management actually uses.

  • Financial systems

    Selecting, setting up and improving accounting systems, charts of accounts and month-end processes.

  • Internal financial controls

    Approval limits, reconciliations and segregation of duties that protect your money.

  • Business and financial analysis

    Profitability, cost and performance analysis to support pricing, investment and growth decisions.

  • Financial risk management

    Identifying exposures such as cash shortfalls, concentration and currency risk, and planning responses.

How we work

  1. 1

    Understand

    We review your current records, systems and reporting needs.

  2. 2

    Design

    We agree the budget, reporting and control structure that fits your organisation.

  3. 3

    Implement

    We set up the tools and processes and train the people who run them.

  4. 4

    Report

    We help establish regular reporting so management sees the numbers that matter.

Frequently asked questions