Ready to Board
Anonymised client: Scaling services business with multiple projects running at once. Month-end was slow, numbers changed after they were “final”, and leadership meetings turned into debates. They wanted reporting they could use — and a close process that didn’t rely on panic.
The business was growing faster than the finance setup.
Revenue recognition was inconsistent, project margin was unclear, and no one trusted the P&L..
We cleaned the chart of accounts, standardised revenue and project tracking rules, and rebuilt the close around ownership and a clear checklist. Then we produced a board-ready pack that matched how the business actually runs: P&L, cash, pipeline, utilisation, project margin — plus commentary that calls out what changed and what to do next. Close became consistent and materially faster, margin issues surfaced early enough to fix, and leadership meetings moved from arguing about numbers to making decisions.
More projects.
Let’s talk
Let's have a call. No pitch. No pressure. Just a clear look at where you are, where you’re heading, and what the numbers need to do next.
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