Guided Finance Function Setup
We design the structure, systems and reporting for your finance function — your in-house team executes the work, supported by structured guidance, templates and review.
Built for service businesses ready to move from reports to decisions.
- Businesses with an internal bookkeeper or admin team
- Owners who want to keep finance work in-house
- Operators who need structure, not headcount
- Service businesses preparing for the next growth stage
The work, the deliverables, the outcome.
Function design
Defined roles, responsibilities and operating cadence for your finance work.
Systems & process plan
Recommendations and configuration for your accounting, payroll and reporting stack.
Reporting templates
Standardised management reports built for decision-making, not compliance.
Coaching
Working sessions with your in-house team to embed the new ways of working.
Review checkpoints
Structured checkpoints to verify quality and adjust as the function beds in.
Escalation path
Defined route to senior oversight for issues your team can't resolve internally.
Outcome
- A finance function that runs on systems, not personalities
- An in-house team operating to a defined standard
- Decision-ready monthly reporting produced internally
- A clear escalation path when complexity grows
The patterns this engagement is built to break.
Internal team is capable but lacks structure
Reporting is inconsistent month-to-month
No defined cadence or close process
Templates and processes exist in someone's head
Owner is doing finance work that shouldn't be on their desk
How the engagement runs.
- Stage 1
Design
We map the target function, systems and cadence against your business.
- Stage 2
Setup
Configure systems, create templates, document processes and define roles.
- Stage 3
Embed
Coach your team through the first full reporting cycles, review and refine.
Direct answers to the questions operators actually ask.
Do you replace our bookkeeper?+
No — this engagement is designed to strengthen and structure your existing team.
What if our team can't keep up?+
We'll flag that early. If needed, we can transition you to the Installed Finance Function.
How long does setup take?+
Typically 8–12 weeks depending on complexity and team capacity.
Ready to move?
Book a Financial Oversight Review — a structured conversation about where your finance function is now and what it needs to become.