How we work with clients. No mystery, no management consultancy theatre. Just a straightforward approach to solving problems together.
The fundamentals
We've developed our approach based on what we've seen work (and not work) over many years of finance and consulting experience. It's not complicated, but it's consistent. And consistency is what delivers results.
How engagements work
Before we propose anything, we understand your situation. What's the actual problem? What's been tried before? What would success look like? We ask questions before we offer answers.
We prefer focused discovery phases to multi-month transformation programmes. Let's prove we can help with a contained piece of work before committing to something bigger.
We'll tell you what we think you actually need, even if it's less than you're asking for. We don't add scope to increase fees. If a simple solution works, we'll recommend it.
No disappearing into back rooms to create mysterious deliverables. We work alongside your team, share our thinking, and involve you in decisions. You should understand what we're building and why.
We deliver in short cycles. You'll see working outputs within weeks, not months. If we're heading in the wrong direction, we'll know early and correct course.
Everything we create is designed to be maintained by your team. Documentation, training, and knowledge transfer are built in, not bolted on at the end.
What we avoid
We don't have a proprietary framework with trademarked names. Our approach is good practice, clearly applied. You could do it yourself if you had the time.
We recommend tools based on your needs, not our partnerships. We're certified on multiple platforms precisely so we can be objective about what you should use.
We don't manufacture additional work once we're inside. If we see something that needs doing, we'll flag it - but the decision on whether to address it is yours.
We document what's needed, not what justifies fees. You'll get clear, useful documentation - not 100-page reports that nobody reads.
We don't build things only we can maintain. If we're still running your reports five years from now, we've failed. Knowledge transfer is the goal.
The people who understand your problem are the ones who solve it. We don't pass work to junior staff after the senior people have finished selling.
Ways we work
Short, focused assessments that diagnose problems and recommend solutions. Typically 2-4 weeks. You get clarity on what to do next.
Hands-on delivery of solutions: reports, dashboards, planning models, integrations. We build what we design, and we build it to last.
Ongoing operational support for your finance systems. We run and maintain solutions so your team can focus on using them.
Building capability in your team. Whether it's Power BI skills or FP&A best practice, we can develop your people alongside delivering projects.
Tell us about your challenges. We'll listen first, then tell you honestly how we can help.