Finance Function Gap Review

Sixty minutes with the numbers, and a written list of the five things costing you most.

Right now the answer to a hire or a price rise arrives months late.

Every decision you make in the meantime is a guess with your own money behind it.

Already sure? Begin the review

Or read on to see how it works.

How the decision gets made when the number isn’t there yet

  1. A decision lands
  2. Check the bank balance
  3. Estimate the margin
  4. Commit to it
  5. Accounts arrive months later
  6. The cost is fixed

The bank balance is not the number that decides it.

It shows what has cleared. It does not show what a job earned, or what a new salary costs you by month four.

Which of these could you answer before Friday?

Read the five and count how many you would have to guess at.

  • Which customer earned you the most last quarter?
  • What does the next hire cost by month four?
  • Which job carried the margin and which one ate it?
  • How much of your cash is sitting in debtors?
  • What would a price rise do to your worst job?

That makes everything downstream harder.

MarginHiringCashPricingSuppliersDebtors

What changes when the answer is ready the same day

Same day. From live numbers. With the reasoning.

The review is where that starts, because it shows which answers your current setup cannot give you.

  1. 5priorities, in writing
  2. Records live and current
  3. Ask the question
  4. Answer the same day
  5. Decide with the payback visible

Most owners leave knowing the two decisions they have been making blind.

Where you are ninety days after the review

If we go ahead, onboarding runs to a defined ninety days and you can see each marker coming.

  1. Before day one

    Records in, handover managed

    We agree the scope, complete the AML checks and collect your records from your current accountant at no separate charge.

  2. Day 30

    Foundations you can decide from

    Bookkeeping complete, banks reconciled, and debtor and creditor balances that finally make sense.

  3. Day 60

    Routines that hold without you

    Supplier bills, credit control, payroll and reporting all run to a timetable, with checks in place.

  4. Day 90

    A hire takes an afternoon

    Monthly management information lands on the agreed date, so a purchase or a price rise is settled while it still matters.

The review costs a fixed fee, credited in full against onboarding

Sixty minutes with Gavin, on your own records. We go through how bookkeeping and reporting run today, and which decisions that setup cannot settle. We look at debtors and creditors, so you know how much of your cash is sitting with other people. We look at payroll and the recurring commitments, so the next hire can be costed properly. We look at the systems, so an answer can arrive on the day rather than at year end.

Then the five things costing you most, in writing.

You leave with the top five priorities and an indicative monthly structure for the finance function you actually need. Both are yours whether or not you go ahead.

60 minuteswith Gavin, on your records
Credited in fullagainst onboarding if you go ahead

Capacity is capped at four new clients a month, so the review is also how I check I have room for you.

Who the review suits, and who it wastes time for

Better that we both know now than forty minutes into the call.

This fits if

  • You run a registered business with staff and decisions waiting on numbers you do not have.
  • You already have an accountant and still cannot get a straight answer between year ends.
  • A hire, a price rise, a supplier switch or a purchase is sitting on your desk.
  • You can explain how your business makes money and what you want finance to tell you.
  • You are comfortable paying a monthly fee for a finance function rather than an annual filing.

This is not for you if

  • You run a cash business.
  • Your work is CIS-dependent construction.
  • You want records presented in a way that could not be filed straight.
  • You would rather not complete anti-money-laundering checks.
  • You want a once-a-year filing exercise at the lowest possible price.
Begin the review

Two minutes. If it fits, you’ll book the review with Gavin.

What you would actually be buying, in your own words

  • Know what a job earns
  • Cost the next hire properly
  • See the cash before it tightens
  • Get the answer the same day

The bookkeeping underneath is only the reason the answer arrives on time.

Think your numbers should be answering this?

Begin the review

Two minutes, and you will know whether it fits.

See if your finance function fits your size / structure

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