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Our Services

1

Finance Outsourcing

Remove risks associated with in-house staffing, reduce costs and spend more time on strategy

2

CFO/COO Recruitment

Complimentary coaching and mentoring are provided with the recruitment, all by staff who have held senior finance positions themselves.

3

Internal Scrutiny

We work with trusts to produce a programme of internal scrutiny and independently evaluate perceived areas of weakness

4

CFO and Finance Support

We provide Interim CFO and Finance support whilst you fill your skills gap.

5

Coaching and Mentoring

We can provide support to your new CFO when they need it to the most.

6

Critical Friend

For trust boards lacking financial expertise or with a new CEO, our critical friend service can provide a unique and valuable resource.

7

Project Management

Finance transformation projects, reserves and GAG pooling, centralisation, streamlining of systems and processes; we are here to assist.

8

Operational Quality Assurance Reviews

With our industry experience, we can develop a programme of operational quality assurance reviews which can be embedded into trust processes

9

Risk Register

We can assist you with your risk register in developing a new register or reviewing your existing one and making recommendations

10

Due Diligence and Onboarding

We help trusts navigate the complexities of due diligence and onboarding

11

Management Accounts Pack

We have developed an industry leading management accounts template which can easily be adopted to any trust.

Purcase Ledger Outsourcing
Transactonal Finance Outsourcing
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