We work with owner-managed companies and small groups that have outgrown spreadsheet reporting but do not need a full finance department. The starting point is always your existing ledger, not a template.
Most reporting problems are structural rather than technical: the chart of accounts was built for the tax return, not for decisions. We restructure it so the monthly pack answers the questions the board actually asks.
A rolling forecast built on your real cost base and payment terms, maintained month to month rather than rebuilt each year. Where cash is tight, we model the timing, not just the totals.
For companies with more than one legal entity we review how transactions flow between them, whether the documentation supports the treatment, and where the structure creates avoidable administrative cost.
Send the outline and a partner will come back to you with a written scope. No fee is charged for the first conversation, and nothing is filed on your behalf until a written engagement is signed.