Transforming Finance Teams

The first step is scheduling a call with Alysha to make sure that our services and framework are a good fit for your business's needs. If we are a good fit, the rest of the process for kicking off the engagement are outlined below:

• Post contract signing, we will send you a short questionnaire that will cover your Company and Financial information
• We will organise a kick-off meeting whereby we can get an understanding of your current situation & priorities
• We schedule a weekly or bi-weekly 30 min check in meeting with one of your Founders as well as regular catch ups with your most senior finance member
• From there, we start the due diligence and work through the priorities we have established with you

The speed at which the Framework can be delivered is dependent on the existing Finance team and the quality of the existing processes. Our engagement with businesses is generally for 12 – 18 months and we usually handover to a Finance Director / CFO that we helped to recruit in-house. However, this can all be discussed in the initial call - as not all businesses are the same.

Alysha and a support team, which includes other Finance Directors and Financial Controllers will be managing the workload throughout the engagement.

At some point, the business will require a FD / CFO full-time. We will discuss with you when we feel that the workload requires that additional support.

Sometimes a Head of Finance can be recruited and we can support them in their leadership role and potentially upskill them to a FD.

Otherwise, we will assist you with the recruitment (if required, generally clients want us to be part of the interview panel) and then we will do a full handover when the new person starts - similar to any team member transition.

We will agree with the founder and the new recruit how much support is required and when we can end the engagement. We will always be around to ask questions if you need further down the line.

The goal for the life of the engagement is a solid baseline that can be audited at any time. This includes:

• Strong internal processes and the finance function to be a well oiled machine operationally
• Interesting and accurate Reporting that helps you make the right Commercial decisions
• Useful Rolling budget and Growth model that Investors understand and are interested in
• Strong internal finance team

We currently have availability for two further clients (2024).