Flagship consultation
Financial Process Review
A structured review of how money moves through your small enterprise — from invoices and cash handling to month-end close — with a written findings pack and a practical improvement plan.
Who it is for
Owner-managed businesses with roughly 5–40 staff who want clearer cash flow and cleaner books without hiring a full-time finance manager.
What you leave with
A plain-language map of your current financial processes, risk points, and a sequenced list of changes your team can actually keep.
Included
- Discovery call and document request list
- Walkthrough of invoicing, payments, payroll handoffs, and bank reconciliations
- Review of month-end routines and reporting used by owners
- Written findings pack with priority ratings
- Improvement plan with owners, timelines, and effort estimates
- One follow-up call within 30 days of delivery
Outside this scope
- Statutory audit or assurance opinions
- Tax return preparation or ATO representation
- Ongoing bookkeeping or payroll processing
- Software licence fees or implementation projects
How this consultation proceeds
- Scope and kick-off — confirm entities, systems, and review boundaries
- Evidence gathering — sample transactions, policies, and staff interviews
- Process mapping — document how work actually happens day to day
- Findings workshop — walk owners through risks and quick wins
- Delivery — written pack plus sequenced improvement plan
Preparation
Please have recent bank statements, sample invoices, payroll calendar notes, and access for a short interview with whoever handles day-to-day bookkeeping.
Constraints
We work with Australian small enterprises. Complex group structures may need a scoped add-on before the review begins.
Next step
Share a short note about your enterprise and which consultation interests you. We typically reply within one business day during Tasmanian office hours.