Finance Function Review | Improve Financial Visibility & Business Performance
Is Your Finance Function Helping You Build a Better Business?
Most businesses have an accounting system. Far fewer have a finance function that provides the insight, control and confidence needed to make better business decisions.
Our Finance Function Review assesses how effectively your finance function supports your business, identifies areas for improvement and provides a practical roadmap for turning financial information into a genuine competitive advantage.
Better Decisions Start With Better Financial Information
Many business owners believe they have a finance function because they receive monthly accounts, submit VAT returns and know what is in their bank account.
Unfortunately, that is rarely enough.
If your financial information cannot answer these questions quickly and accurately, your business may be making important decisions based on incomplete information.
What Is a Finance Function Review?
The Finance Function Review is a structured, advisor-led assessment designed to evaluate how effectively your finance function supports decision-making throughout your business.
Rather than concentrating purely on bookkeeping or compliance, we examine how financial information flows through your business and whether it helps you make faster, better-informed decisions.
During the review, we assess six key areas that underpin a high-performing finance function.
This review looks beyond compliance
- How useful your financial information is
- How quickly information reaches decision-makers
- How effectively cash is monitored and forecast
- How finance contributes to commercial decisions
- How robust your processes and controls are
- How well finance supports future planning
The Six Areas We Assess
Together, these six areas provide a complete picture of how effectively finance supports your business.
Financial Visibility
Can you quickly access the financial information needed to make informed decisions?
We assess the quality, accuracy and accessibility of your financial reporting, together with the usefulness of your management information.
Cash Flow
Cash flow problems rarely appear overnight.
We examine how effectively cash is monitored, forecast and managed, ensuring potential issues are identified before they become serious problems.
Commercial Insight
Good finance should help improve commercial performance.
We assess whether financial information supports pricing, profitability, customer analysis and strategic decision-making.
Financial Processes & Controls
Strong processes reduce risk.
We review how efficiently financial transactions are processed, together with the controls that protect the business.
Planning & Forecasting
Businesses that plan effectively usually outperform those that simply react.
We assess budgeting, forecasting and financial planning processes to determine whether they genuinely support business growth.
Strategic Finance Support
Finance should influence decisions, not simply report them.
We evaluate the extent to which finance contributes towards strategic planning, investment decisions and long-term business development.
What You Will Receive
The Finance Function Review is designed to give you a clear, practical assessment of your current position and the priorities that will make the greatest difference.
- A structured advisor-led assessment
- Your Finance Function Index score
- Scores for each assessment area
- A detailed written report
- Priority recommendations
- A practical improvement roadmap
- An independent professional opinion
- Clear next steps
A clear benchmark showing how effectively your finance function supports your business.
Your Finance Function Index
The Finance Function Index provides an objective measure of how effectively your finance function supports your business.
Rather than relying on instinct or assumptions, the index benchmarks the effectiveness of your finance function across six critical areas and highlights where improvements will deliver the greatest value.
- Overall Finance Function Index
- Individual section scores
- Strengths
- Areas for improvement
- Recommended priorities
- Advisor commentary
Who Is This Review For?
The Finance Function Review is particularly valuable for established and growing businesses that want greater control, confidence and visibility.
What Happens Next?
Book Your Review
Choose a suitable time for your Finance Function Review.
Meet Your Advisor
Complete a structured review of your current finance function.
Receive Your Score
We assess your finance function across six critical areas.
Get Your Roadmap
Receive your detailed report and practical recommendations.
Questions About the Review
Is this an audit?
How long does the review take?
Will we need to prepare information?
Will I receive a written report?
Are you trying to sell outsourced finance?
Better Financial Information Creates Better Businesses
Your finance function should not simply tell you what happened last month. It should help you make better decisions tomorrow.
Our Finance Function Review identifies what is working, what is holding your business back and where the greatest opportunities for improvement lie.
Whether you manage your finances in-house or work with an external accountant, the review provides an independent assessment and a practical roadmap for strengthening one of the most important functions within your business.
Start Your Finance Function Review
Complete the short form and, if appropriate, you’ll be directed to book your session.