Representative engagements.
Illustrative summaries of the type of work we do, with details generalised to protect client confidentiality. Specific, verifiable references are available on request during a consultation.
Stabilising the close for a multi-site manufacturer
A regional manufacturer with three production sites was closing its books six weeks after period-end, with inconsistent inventory valuation across locations. We rebuilt the chart of accounts, standardised the close calendar, and moved reconciliations onto a monthly cycle.
Independent audit assurance for a healthcare group's board
A multi-clinic healthcare group needed independent assurance ahead of a planned expansion, without the cost of a permanent internal audit department. We designed a risk-based annual plan and ran quarterly fieldwork reporting directly to the audit committee.
Investor-ready reporting ahead of a funding round
A venture-backed startup needed monthly reporting and a defensible financial model ahead of a Series A raise. We embedded as fractional CFO, rebuilt the financial model, and ran monthly investor reporting through to close.
Governance structure for a second-generation transition
A family-owned distribution business needed a governance framework ahead of a leadership transition to the next generation. We designed a board structure, documented decision rights, and built reporting for non-executive family stakeholders.
Want to discuss a similar situation?
We're glad to walk through how a comparable engagement might be scoped for your business.