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You can have an accountant and still not have a useful monthly financial view of your business.

Your accountant may be handling the day-to-day accounting, but the job does not end there. The numbers still need to be reviewed to a standard you can rely on and turned into useful management reporting.

WHO WE ARE FOR 

Founders and business owners who already have day-to-day accounting in place.

Charles Ardor works alongside your accountant or accounting team throughout the month to strengthen the reliability of the numbers and produce useful monthly management reporting, so you have a clear view of how the business is performing, what needs attention and a stronger basis for the decisions you need to make.

HOW WE WORK

Three connected responsibilities each month

Our work alongside your accounting team follows a clear monthly rhythm.

1
Through the month

Ongoing accounting oversight

We review the accounting throughout the month, including reconciliations, accounting treatments, exceptions and other matters affecting the reliability of the numbers.

2
At month end

Month-end discipline

We work with your accounting team to bring each month to a reliable close, addressing material accounting matters and outstanding information within the agreed timetable.

3
After close

Management reporting

We produce the monthly management report, with analysis and interpretation built into the reporting and significant matters kept in view where they remain relevant.

WHAT WE DO

Ways we work with clients

ONGOING

Accounting Oversight & Management Reporting

Our ongoing work is built around accounting oversight and useful monthly management reporting, working alongside the accountant or accounting team already in your business.


Where needed, this can extend to areas such as budgeting and forecasting, cash planning, financial controls, tax, payroll and board or investor reporting.

PROJECTS

Accounting & Finance Projects

We also work with businesses on defined accounting and finance projects, including accounting-system implementation, financial modelling, records reconstruction, controls and process design, investor financial readiness and finance team recruitment or assessment.

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WORK WITH US

See whether Charles Ardor is the right fit for your business.

Complete our short assessment to tell us about your business, your current accounting setup and what you need. We’ll use your responses to determine the most appropriate route and next step.

Start here →