How we work
A four-phase method for running your tax and finance function with sound judgement: diagnosis, design, implementation and follow-up, with regular meetings and reporting.
Book an initial assessment meetingThe method in four phases
First we understand, then we propose, then we execute, and from there we review. Each phase ends in a specific deliverable, with a date and an owner. This method is the same across all services; the scope changes, not the way we work.
Understand
We analyse your corporate structure, your taxes, your figures and your risks. Without an assessment there is no sound judgement: first we understand, then we propose.
Design
We define the target structure, the closing model, the reporting and a prioritised roadmap. You know where we are going and in what order.
Execute
We put processes, dashboards and controls in place. We do not just recommend: we implement, and leave the new way of working up and running.
Support
Regular meetings with shareholders and management to review numbers, risks and next steps. The roadmap is a living document, not a report left in a drawer.
Governance and relationship
Working with us is not about outsourcing tasks: it means adding a tax and finance function with a calendar, owners and meetings scheduled in advance.
A phased method with deliverables: nothing is improvised.
You know what is being done, when and with what result.
Regular meetings and a living roadmap.
We don’t just recommend: we implement and follow up.
A single point of contact who knows your business.
Diagnosis, design, implementation and follow-up.
You know what we do, when and with what result.
We don’t just recommend: we implement.
A living roadmap, not a report left in a drawer.
Tools and data
We do not use technology to look modern: we use it to support the method. Recognised tools that connect your documents, your invoicing and your data.
Document management and communication: access to your tax, accounting and administrative documentation, filed forms and reports from the platform.
Documents shared in an Office 365 environment, which is also the channel for client communications.
Management and accounting software that improves the flow of information between advisory firm and client: invoicing, accounting and documents in one place.
Business management software, for clients who already work with it.
A business management platform that centralises areas of the business and connects operations with financial information, reducing manual tasks.
Corporate ERP, when the group’s accounting runs on it.
Professional tax and accounting software, for periodic and annual compliance.
Turn accounting and financial information into visual dashboards: revenue, expenses, margins, cash position and month-by-month trends.
What working with us would look like
We’ll explain how we would apply this method in your case: what we would do in the diagnosis, what you would receive at each phase and on what timeline.
Book an initial assessment meeting