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Charles Ardor & Company

FINANCIAL MANAGEMENT & ADVISORY

Dependable numbers, financial plans you can act on and advice for important decisions.

Financial information should do more than record what has happened. It should give leadership a clear understanding of how the business is performing and a sound basis for planning and making decisions. Delivering that consistently depends on the quality of the accounting, the processes and controls behind it, and the people responsible for the work. As a company grows or changes, those capabilities may need to develop too.


Charles Ardor & Company works directly with owners, boards and finance directors to strengthen the reliability of their financial information and the way it is produced and used. Working with the company's existing team where appropriate, we take responsibility for the reports, improvements and financial advice we deliver, with evidence and clear explanations behind our conclusions.

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OUR SERVICES

What we do​

Ongoing accounting and financial management

Some companies need us to stay involved in their finances throughout the year. We work alongside their existing accounting team, or take on the accounting where needed, to make sure management has dependable financial reports, budgets and cash forecasts. We also keep financial controls under review and help leadership work through financial decisions as they arise.

Finance function reviews and improvements

A company can already have a finance team and still need a particular part of its financial operations to work better. We can review what's in place and help improve specific areas, such as how the accounts are closed, reports are prepared, financial controls are checked or systems are used. We also help finance teams develop the skills to take on more responsibility themselves.

Funding and major decisions

When a company is considering an expansion, acquisition, significant investment or financing arrangement, we help management work through the financial case before committing. We assess the costs, expected returns, risks and effect on cash, compare the available options and prepare financial information for lenders or investors where needed.

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HOW TO BEGIN

What does your business need from its finance function?

The right starting point depends on how your company's finances are managed today and what the business is preparing for. Our Finance Function Scorecard is a short online questionnaire that looks at the financial work behind your business, from records and controls to reporting, cash, planning and major decisions, including the people and systems involved.


Once completed, you'll receive your result straight away. Based on your answers, it shows which areas of your finance function appear to be working well, where there may be gaps and why they matter. You'll also see what we recommend doing first, if anything, and any applicable starting fees. You can download the result to keep or share.


If you'd like a proposal for the work we recommend, you can continue to a few additional scoping questions on the same page. These help us establish the scope of the work and prepare your proposal, without requiring an introductory call.

Complete the Finance Function Scorecard →