——— How it works
A clear route from finance uncertainty to better control.
The process is designed to understand your current position, identify what needs improving, and build the right level of support around your business.
——— Process
Simple, structured, and practical.
1. Initial Call
A short initial conversation to understand your business, current finance setup, and issues you are trying to solve.
2. Finance Clarity Review
A focused review of reporting, cashflow visibility, month-end, finance operations, controls, systems, and decision-making needs.
3. Support recommendation
A clear recommendation on whether the next step is Core, Growth, a project, specialist partner input, or internal action.
4. Onboarding
If ongoing support is agreed, onboarding focuses on access, responsibilities, reporting rhythm, cashflow visibility, and early wins.
5. Monthly rhythm
Support becomes structured around regular reporting, cashflow review, finance operations oversight, and continuous improvement.
6. Continuous improvement
Processes, controls, and systems are improved sensibly over time without overwhelming the business.
——— First 30 days
What the first month is designed to put in place.
- Confirm access, systems, contacts, and responsibilities so everyone is clear on what is needed and who owns what.
- Understand the current reporting and month-end process including what is produced, when it is produced, and how useful it currently is.
- Establish a practical cashflow view so upcoming receipts, payments, and pressure points are easier to see.
- Identify obvious process and control issues that create friction, delay, duplication, or unnecessary risk.
- Agree the ongoing reporting rhythm including what will be reviewed, how often, and how it will support decisions.
- Clarify what sits with Outline Finance, the client team, and external partners so scope, responsibilities, and handovers are clear from the start.