Engagement
From first call to a plan your team can keep
Financial process review work follows a steady sequence. You always know what week you are in, what we need from your team, and what arrives at the end.
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Scoping conversation
We confirm entities, systems, locations, and whether a full review or a shorter consultation fits. You receive a written engagement letter with fee and start window.
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Document request
A short list covers sample invoices, reconciliations, payroll calendar notes, and any credit policy you already use. Thin packs beat overflowing folders.
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Interviews and observation
We speak with the people who raise invoices, bank funds, and close the month. On-site days in Tasmania include watching a till close or banking run when useful.
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Process mapping
We draft how work actually happens — including shortcuts under pressure — and mark where errors or delays tend to appear.
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Findings workshop
Owners walk through priority ratings together. We separate quick stabilising habits from longer structural changes.
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Written pack and follow-up
You receive the findings pack and sequenced plan. A follow-up call within 30 days checks what stuck and what needs adjusting.
What you prepare
- Access to recent bank and sales records
- Time with the person who posts day-to-day entries
- Honesty about informal workarounds — they are often the key evidence
What we protect
Commercial details stay confidential under our engagement terms. We do not publish client numbers or identifiable trading data without permission.