Accounting and finance
Finance process improvement for UK businesses
We review finance processes that involve duplicate entry, missing documents or delayed approvals, then test changes within your existing systems.
Illustrative example · not client work
A supplier-invoice workflow handover
- Current process
- Where invoices arrive, who checks them and where approval or duplicate handling slows the work.
- Agreed routine
- A document route, named approvers and steps for duplicates, missing details and exceptions.
- Test and handover
- Representative test results, operating instructions and a clear owner for ongoing support.
- Timing
- A defined review and implementation project, with checkpoints agreed after discovery. Ongoing operation can be a separate arrangement.
- Initial setup
- Follow representative invoices through the existing process, identify access and system limits, then agree a small test before wider use.
- Example scope
- Improve one invoice-to-approval workflow within the current systems. Any integration build or software migration is scoped after feasibility review.
Reviewing the current process
We follow a sample invoice, pay run or settlement through your systems. At each stage, we check what is recorded, who handles it and what causes delays or repeated work.
The review separates software problems from information or ownership problems. A new tool won’t fix an unclear approval step or a missing document, so the changes target the cause of the repeated work.
Documenting the revised process
The revised process sets out the required information and checks, where records are kept and who handles exceptions. We document it so the people doing the work can follow it.
- A process map showing inputs, handoffs and responsibilities.
- Consistent document locations and naming conventions.
- Checklists and exception lists for recurring work.
- A clear route for approvals, changes and unresolved questions.
See how a dealership can recheck handover readiness when the evidence changes
Testing changes and automation
Automation can collect, move or compare information once the process is clear. Changes are tested on representative records, including duplicates, missing inputs and corrections. People still review anything that needs judgement or authority.
A migration or integration starts with discovery. We check feasibility and support needs before agreeing a wider build, and involve your accountant or software provider where needed.
Review, implementation and ongoing operation are separate pieces of work. Fees are agreed once we understand the workload and systems; extra development or historical clean-up is quoted separately.
Expense analysis and supplier negotiations within the full finance function
See the In Good Order CRM and PlateLedger
See how an agency can connect retainer scope, delivery costs and invoicing
Questions about this support
Do we have to change accounting software?
Not necessarily. A clearer document flow or approval routine may fix the problem in your current systems. We check that before recommending a migration.
Can you run the improved function afterwards?
Yes. We can run a single process or the whole day-to-day finance function, quoted separately from the initial review and implementation.
Discuss your accounts
Contact Andrew about the accounting work you need.
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Prefer email? Write to andrew@ingoodorder.co.uk.
Know a business that would benefit? Introduce them and I’ll pay you £50 when they sign up.