Free Diagnostic Review of Finance Operations
Before implementing process improvements or transitioning bookkeeping, many businesses benefit from an independent diagnostic review of their existing finance operations.
This allows management to clearly understand where inefficiencies, risks, and control gaps exist — and what needs to be addressed to build a scalable finance function.
What we do as part of the diagnostic review
01
Process Mapping and Flow Assessment
Review of end-to-end transaction flows (procure-to-pay, order-to-cash, record-to-report)
Identification of manual intervention points and process fragmentation
Evaluation of dependencies across teams and systems
02
Bookkeeping Quality Assessment
Review of ledger integrity, classification accuracy, and consistency
Identification of unreconciled balances and ageing issues
Assessment of cut-off discipline and period-end adjustments
03
Reconciliation and Balance Sheet Health Check
Deep dive into key balance sheet accounts
Identification of stale items, unsupported balances, and breakages
Review of reconciliation processes and frequency
04
Technology and Data Environment Review
Assessment of accounting systems and integrations
Identification of opportunities for automation (including AI-based tools)
Evaluation of document flow and data capture mechanisms
05
Controls and Governance Review
Identification of control gaps across transaction processing and reporting
Review of approval mechanisms and review structures
Assessment of dependency on individuals vs. processes
What clients gain from the diagnostic review
01
Clear visibility on current-state finance risks and inefficiencies
02
A prioritized action roadmap for strengthening finance operations
03
Improved readiness for audit, investor scrutiny, or scale-up
04
Identification of automation and AI enablement opportunities
05
A structured foundation for transitioning to a more disciplined finance function