The scope.
Everything covered under this practice — delivered by a partner, sized to your engagement.
Internal financial controls (IFC)
IFC design, documentation and testing aligned to statutory expectations and board comfort.
SOP formation
Written SOPs across finance and operations — the playbook that survives team changes.
Process reviews
Order-to-cash, procure-to-pay, payroll and inventory reviews to close control gaps.
Risk assessment & risk register
Enterprise risk assessment with a live risk register the board can review each quarter.
Delegation of authority
DoA matrices, approval workflows and system-enforced controls.
Governance frameworks
Committee charters, policy libraries and board-level governance appropriate to your stage.
What you receive.
Tangible outputs from the engagement — the file, the pack, the report.
- IFC framework and testing report
- SOP library across key processes
- Process review reports with prioritised gaps
- Enterprise risk register
- Delegation of authority matrix
- Governance policy library
The moments this pays off most.
Talk to us at these points — the sooner in the arc, the more value the work creates.
Post-funding scale-up
Growth is outrunning the controls the company was built on.
Pre-IPO
Regulators, auditors and future investors will test IFC — build it now.
Change of finance leadership
New CFO or controller wants a clear baseline before making changes.
Post-incident
A control gap has caused a loss and needs closing across the wider process.