02 · Consulting
Senior technical expertise, when you need it.
One-off or ad hoc support that strengthens your finance and management team on complex technical, reporting and governance challenges.
Who it's for
CFOs and finance teams in mid-market, private and private equity backed businesses who need senior technical support without a full-time hire.
Signs you need help
- The auditors are coming and you have a capacity or capability gap.
- Month-end takes too long, and the numbers still need explaining.
- You're facing a first audit and you need help setting up and getting through.
- You need to create or redesign your consolidation.
- A critical model depends on one or two people.
What I do
- Consolidations and group reporting: building, redesigning or simplifying consolidations across many entities and currencies, and training your team to run them.
- Audit readiness and support: assessing readiness, helping you prepare, and working directly with your auditors.
- Finance models: consolidation, lease and multi-currency cash flow models that your team can run themselves.
- Board papers: Board-level reviews and risk papers with clear, evidence-based recommendations.
- Independent system implementation reviews: an outside view on delivery risk, value for money and options.
Case studies
The work, in practice
Fixed scope · Fixed fee
A clear answer, for a fixed fee.
03
Month-End Close Diagnostic
ForCFOs whose month-end takes too long, or whose numbers still need explaining.
What you get- A walk-through of your close calendar, reconciliations and reporting
- The bottlenecks, and the quick wins you can make next month
- A costed roadmap to a faster close, with a target number of days
1-2 weeks
Ask about this package05
Audit Assistance
ForBusinesses who need capability or capacity to help close out audits.
What you get- Managing the delivery of audit requests
- Memo or internal paper preparation
- Consolidation file assistance
2-4 weeks, depending on the group
Ask about this packageFAQ
Common questions
Can I bring you in for one technical question?
Yes. On-call support suits a consolidation question, an audit query or a Board paper to review, without a full-time hire.
Will you deal directly with our auditors?
Yes. I trained in audit and have led a global consolidated audit, so I can prepare your team and work with the auditors directly.
Will our team be able to run what you build?
That's the aim. I document the models and train the people who will run them.