Growing businesses often have the right tools in place, but not the structure, controls, or clarity to use them effectively.

Our Finance & Technology Health Check provides an independent view of how well your finance processes, systems, and digital workplace support performance, control, and decision-making.

What We Review:

Finance

• Financial visibility and reporting clarity

• Forecasting, budgeting, and cash flow discipline

• Month-end close efficiency and reliability

• Finance systems structure and controls

Technology & Digital Workplace

• Microsoft 365 setup and data structure

• Document management and information flow

• Security, access, and permissions

• Workflow and approval processes

• Use of automation to reduce manual effort