Need a second opinion on your financial reporting?
If your finance team is spending hours manually consolidating and updating data across various departments and systems, this becomes a real issue when preparing for weekly or monthly reporting deadlines. Even seemingly minor errors can lead to inconsistencies and create further delays to correct mistakes.
In our review service, we’ll show you exactly how you can reduce manual reporting time by 75% compared to standard models – removing the need to wait weeks to see last month’s figures in your reports.
Check if your model is transaction-ready
We’ll identify the gaps, inefficiencies, and overly manual processes that may be holding your professional services firm back – helping you uncover hidden risks before they impact your next big move.
- Pinpoint weaknesses and reduce risk
Gain clear insights into areas where your current model falls short – from cash flow forecasting to scenario planning so you can address issues proactively. - Enhance efficiency and accuracy
We’ll highlight any unnecessary manual processes and opportunities for automation – reducing reporting time down to a matter of days and freeing up your team for higher-level tasks. - Prepare for transaction success
Our review ensures your model can withstand investor scrutiny and deliver accurate insights, whether you’re preparing for private equity, M&A, or new market expansion.
How it works...
We’ll have an initial consultation to understand your situation, current issues, and if we are able to help. You’ll leave with clarity around the options you have to optimise your financial model to achieve your growth strategy.
Next we’ll review the existing output data and specify desired output. We’ll also highlight the pain points and areas causing friction in your existing processes.
Following that we’ll produce a report on your model to verify if it is transaction-ready. You’ll gain clear action steps on how to automate manual tasks and mitigate risk associated with your expansion plans.
We’ll meet with you to share the report findings, discuss the SWOT analysis, and next steps. You’ll have the option to proceed with a model rebuild if it’s right for you.
Get a review in 7 days
We can typically carry out a report of this kind for a business with one finance function within a week.
Timescales are likely to increase if your business has more than one site and finance function.
Each Financial data health check starts from £1,500
Book a consultation to receive a tailored quotation.
Our tried & tested process has led to...
How we helped a digital marketing business reduce reporting time down to 5 days
Problem:
This company recently secured private equity funding and brought in a new CFO to address issues in their financial data flow, particularly in revenue reporting. Their finance team spent an entire month manually reconciling 15 million lines of revenue data from multiple sources across four departments, only to produce an error-prone and delayed report. The process was highly manual, riddled with errors, and created significant frustration within the team. The CFO’s goal was to streamline and automate revenue reporting, reduce errors, and enable faster, more accurate financial insights to support the company’s growth.
Results:
We worked with the business on an ongoing basis to transform their financial reporting process by reducing errors, improving accuracy, and cutting the time required from around 20 days per month to just 5 days. By leveraging Power Query to automate the reconciliation of 15 million lines of revenue data, we eliminated the majority of manual work, saving 75% of the team’s time previously spent on reporting. Now, instead of waiting until the end of the month, they can access accurate revenue figures within the first week, enabling faster and more informed decision-making.
Ready for a financial model that’s fit for your growth plans?
Book a 15-min consultation
Get tailored advice on how to fix your model and mitigate risk.
Let's talk
We’d love to hear from you and learn more about you and your business.
