Our Process

Upfront Services

Our proven process of analysis, planning and financial modelling provides clients with an in depth understanding of their financial DNA, helps them set a strategic plan for growth and converts this information into a three way cash flow model (Profit & Loss, Balance Sheet, Cash Flow):

Ongoing Services

Once we have assisted in developing a strategy and three-way budget, we implement a structured ongoing reporting and governance framework that incorporates:

  • Management reporting,
  • Budget to actual analysis,
  • SME corporate governance principals