Helping a Growing Business Gain Financial Clarity and Control

We are passionate about helping businesses build the right financial foundations to support sustainable growth.

We worked on a rewarding project with a medium-sized business in the equipment sales and maintenance industry. It is a well-established business with significant growth potential, but like many businesses at this stage, it lacked meaningful financial management reporting to support performance tracking and informed decision-making.

From the outset, we recognised the need for greater visibility into their financials, more robust processes, clear budgets, and a stronger internal finance capability.

We thrive in these types of transformation projects, collaborating closely with business owners and their teams to turn complex challenges into practical solutions. Throughout this engagement, we worked across several key areas to drive positive change.

A clear monthly management reporting framework was introduced, providing leadership with timely, easy-to-understand insights into how the business is performing. These reports were customised to focus on the metrics that matter most, and for the broader team's use to drive decisions and actions.

Collaboration was central to the project’s success. We worked hand-in-hand with the owner and department leads to ensure financial reporting and planning aligned with operational needs.

We developed a practical and well-structured budgeting process to support planning and performance tracking, involving managers in the process, ensuring their accountability for the actual results.

And to bring it all together, we liaised with ERP and reporting tool suppliers to build tailored reporting outputs that meet the business needs.

Our years of experience also helped us upskill the finance team, build confidence and technical capability, and assist in recruiting the right talent to strengthen the function further.

We enjoy identifying opportunities to simplify and streamline workflows, and this was no exception. The result was a reduction in manual work, improved data accuracy, and more time freed up for strategic focus.

By the end of the project, the business had a much clearer understanding of its financial position and was better equipped for the next stage of its growth journey. With strengthened processes, improved systems, and a more capable finance team, it now has the tools and confidence to scale with clarity and control.

We are passionate about turning finance into a strategic asset and we’re proud to help set growing businesses up for long-term success.