Follow a real piece of work from start to finish.
We examine an actual invoice, pay run, settlement or reporting pack and follow its journey through your people and systems. That reveals where information is entered twice, decisions are unclear or work waits without an owner.
The review separates a software problem from an information or responsibility problem. Buying a new tool does not resolve an unclear approval step or a missing source document. The proposed changes address the cause of the repeated work.
Make the next step obvious.
A workable process tells people what they need, what to check, where the evidence goes and who deals with exceptions. We turn those requirements into practical routines that fit your size, sector and complexity, connecting work across the finance function.
- 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.
Use automation where the process is understood.
Automation can help collect, move or compare information once the expected behavior is clear. Proposed changes are tested against representative records, including duplicates, missing inputs and corrections. Human review remains part of the process where judgement or authority is needed.
A migration or integration begins with discovery and a defined scope; feasibility and support requirements are assessed before a wider build is agreed. We coordinate with your accountant and existing software providers where their input is needed.
Review, implementation and ongoing operation are separate responsibilities. Fees are agreed after understanding the workload and systems, with any additional development or historical clean-up quoted separately.
Questions about this support
Do we have to change accounting software?
Not necessarily. A clearer document flow or approval routine may solve the problem within your existing systems. We assess that before recommending a migration.
Can you run the improved function afterwards?
Yes. We can agree ongoing operation of an individual process or the full day-to-day finance function, with recurring responsibilities defined separately from the initial review and implementation.