Financial Oversight Review
A structured diagnostic of your current finance function, source data and reporting — benchmarked against what your business actually needs to make confident decisions.
Built for service businesses ready to move from reports to decisions.
- Service businesses turning over $2M–$10M
- Owners who suspect reporting isn't telling the full story
- Operators about to hire, restructure or scale
- Businesses considering an outsourced finance function
The work, the deliverables, the outcome.
Finance function audit
Review of roles, systems, data flows, controls and reporting cadence.
Data & reporting review
Assessment of source data accuracy, structure and decision-readiness.
Decision gap analysis
Map of the questions you ask vs. the answers your numbers currently produce.
Prioritised action plan
What to fix first, what can wait, and what to outsource — with sequencing.
Working session
Live walkthrough of findings with you and your leadership team.
Recommendation pack
Written summary you can act on internally or use to brief partners.
Outcome
- A clear picture of where your finance function actually is
- A prioritised plan to reach decision-ready reporting
- Confidence on what to fix internally vs. outsource
- A defensible basis for any next-step engagement
The patterns this engagement is built to break.
Reports arrive late, inconsistent, or in formats no one uses
You can't see real margin by service, project or client
Cashflow surprises despite profitable months
Multiple systems with no single source of truth
An internal bookkeeper / admin doing more than their role allows
Strategic decisions stalled because the data isn't trusted
How the engagement runs.
- Stage 1
Discovery
Short scoping call to confirm objectives, stakeholders and access.
- Stage 2
Review
We work through your systems, ledgers, reports and team structure.
- Stage 3
Findings
Live working session with you and your leadership team to walk through what we found and what to do.
Direct answers to the questions operators actually ask.
How long does the review take?+
Typically 2–3 weeks from kickoff to findings session, depending on access and complexity.
Do you need to talk to our bookkeeper or accountant?+
Usually yes. We work alongside existing providers — the goal is clarity, not replacement.
Is this the same as an audit?+
No. It's an operational review of your finance function — not a compliance audit.
What if we just need a CFO?+
That may be the recommendation. The review tells you whether you need a CFO, a finance function, or both.
Ready to move?
Book a Financial Oversight Review — a structured conversation about where your finance function is now and what it needs to become.