Finance transformation

Your finance function should be driving the business forward.

If it isn't, something needs fixing.

Finance should give you the insight to make decisions, deliver forecasts you can trust, and provide clear visibility over cash for lenders and investors.

When it isn't working, decisions get made on gut feel, forecasts miss and need revising again, and every conversation with a senior executive starts with a gap you must explain.

We rebuild how the function operates: designing what good looks like, executing the change and implementing the systems behind it, so you get insight you trust, forecasts that flex as the business changes, and the cashflow visibility you need.

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When clients call us

The problems we solve

Cash is tied up with no real-time visibility, and commitments can't be confidently met.
Cash is tied up, with no visibility
Forecasts that miss targets
Forecasts are manual, disconnected from the business, and outdated before use.
People-dependent processes and detective controls mean high-risk issues resurface every audit, raising cost.
Controls are weak, risk is high
Reporting is late and unreliable
Numbers are late, don't reconcile, contain errors, and lack detail.
Growth means adding headcount, because Finance is still manual, on legacy systems, with no AI.
Finance can't scale
Capability gaps hold the team back
The team is tied up in transactional work, with no room for partnering, expertise or skills development.
Our products

Outcome-led. Pre-built Playbooks.

Every product is priced and scoped before any work begins. No surprises, no open-ended
engagement, no invoice that grows without warning.

Finance Diagnostic

3 weeks

A rapid assessment of how your finance function is performing today, covering processes, systems, data, reporting and controls. We interview your finance teams and benchmark you against industry peers to work out how mature the function is, where the main pain points are, their root causes, and a prioritised plan to fix them.

Right for you if
  • You're a new CFO and want an independent review before deciding what to fix

  • Something feels wrong, but you don't have a clear view of what

  • Costs are high, but you don't know how to bring them down

  • You're considering a bigger transformation but need help prioritising where to start

  • You know what needs to change, but not how to make it happen

Target Operating Model

4 weeks

Defines what your finance function should look like to support the business going forward - the mission and vision for the function, how teams should be structured, what processes, systems and data are needed, and the governance and controls that should wrap around it. Builds on a diagnostic if you've already done one with us, or starts fresh to confirm where the current gaps are.

Right for you if
  • Finance hasn't kept up with business growth and roles no longer make sense

  • Leadership has no clear view of what good looks like for the function

  • Repeated attempts at fixing things haven't solved the structural problems

  • Planning a wider transformation and need a target design first

  • M&A or rapid growth has left finance fragmented across systems and teams

Finance Transformation Accelerators

8-12 weeks

Once you know what needs to change, we help you get it done. Our Finance Transformation Accelerators are focused, pre-built programmes designed to tackle a specific finance problem quickly.

Our accelerators
Faster close
Integrated planning
Risk & controls
Accounts payable optimisation
13-week rolling cashflow forecast
Capability & organisational structure
Reporting & KPIs
Travel & expenses
Right for you if
  • You know what needs to change, but not how. This builds on a diagnostic, whether it's one we've already done together, or work you've done yourself

  • Problems are known but there’s no internal capacity to fix them

  • Teams are stretched and working long hours, especially over month end

  • You want improvements without a full system replacement

  • You need value fast

Selected experience

Our track record

Target Operating Model

A FTSE 100 retailer grew quickly through COVID, and its finance function couldn't scale, so the business added headcount at high cost to keep up. We ran a diagnostic across the finance function, and designed a target operating model with offshore options, to unlock £7m in annual savings.

E-commerce

Reporting & KPIs

A PE-backed company grew rapidly through acquisition, and with the acquired businesses not yet integrated, the board didn't trust the numbers in its day-15 management pack. We built Power BI reporting to give the board a clear, trusted view of performance, faster.

SaaS

Fast Close

A FTSE 100 drinks supplier wanted to align to best practice and cut its close from 7 days to 5, giving the board faster visibility of performance. We worked across every market to identify blockers, with fixes including automated manual journals and intercompany postings and shifted payroll timings, to get there.

Beverage manufacturer
What comes next

Where Finance Transformation leads

Many clients who work with us on Finance Transformation go on to work with us in other areas - particularly when a transformation requires a programme to deliver it, or when the change needs to land properly with the team.

Not sure where to start?

Most clients begin with one of the diagnostics

Three weeks and you'll know exactly where the problems are and what to prioritise. It's the lowest-commitment way to start, and it gives you everything you need to decide what comes next.