——— Finance Clarity Review & Diagnostic
Understand what works, what is fragile, and what to fix first
A detailed review of your reporting, cashflow forecasts, controls, and finance processes, giving you clear findings, practical priorities, and a series of options to mitigate any issues.
From £595 + VAT
You leave with better understanding, a report of findings, and a sensible recommendation for what to do next.
What you get:
——— Why this exists
Before you commit to ongoing finance support, understand what actually needs fixing.
It is difficult to choose the right finance support for your business when the problem is not fully clear. The review helps separate symptoms from causes, quick wins from deeper issues, and useful improvements from expensive distractions.
——— What you receive
Clear outputs delivered.
The aim is that you leave with something useful, even if you don’t require ongoing support.
Finance Clarity Summary
A clear summary of what is working, what is unclear or fragile, and where finance is creating risk, delay, or uncertainty, along with the potential impact.
Cashflow Visibility Check
A practical assessment of how clearly you can see upcoming receipts and payments, and how forseeable short or medium-term cash pressures may be.
Reporting & Month-End Assessment
A review of the usefulness, timeliness, and reliability of your current management information and month-end close process.
Process & Controls Findings
An assessment of process friction, duplicated effort, manual workarounds, responsibility gaps, and obvious control weaknesses.
Priority Action Plan
A ranked set of tasks, including quick wins, medium-term improvements, and issues that may need deeper or long-term support.
Recommended Next Step
A clear recommendation on whether the right next step is Core, Growth, a separate project, specialist partner input, or internal action.
——— What is reviewed
A practical look across the areas that usually create finance issues.
Reporting clarity
Are your numbers timely, understandable, accurate and well-enough explained for good decision-making?
Cashflow visibility
Can you see future cash pressure early enough to take action, or are you still reacting too late?
Month-end
Is there a clear month-end process with responsibilities, deadlines, review points, and controls?
Finance operations
Where are there bottlenecks, duplicated jobs, manual workarounds, or avoidable sources of inefficiency?
Controls and risk
Are there fundamental risks in your current finance processes, and are approvals, reviews and oversight sufficient?
Systems and automation
Are your systems being used well, and are there sensible opportunities to drive further efficiency?
——— Clear scope
What the review is not.
The Finance Clarity Review is a commercial and operational review of your finance setup, but is not a statutory audit, formal tax review, legal review, bookkeeping clean-up, or system implementation project.
Where specialist work may be required, Outline Finance can help identify this and coordinate the right next steps.