Finance Function Setup

Standing up a finance function from the ground up for a new entity or a scaling business. We put the systems, processes, controls and reporting in place so finance runs properly from day one instead of being patched together later.

What this covers

Accounting and ERP system selection and implementation
Chart of accounts and accounting policy design
Month-end close process and reporting calendar setup
Accounts payable and receivable workflow design
Approval matrices and internal control framework
Payroll and HR administration process build
Management reporting pack and KPI framework
Banking, payment and treasury process setup
Expense management and corporate card policy
Document flow and archiving procedures
Finance team structure and role definition
Tool integration between billing, ERP and reporting
Written finance manual and standard operating procedures
Handover plan and support during the transition period

Finance Function Setup

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