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

We stay involved in your company's finances throughout the year. We review the accounts, prepare and discuss management reports, compare performance with the budget and update forecasts as the business changes. Because we follow the figures month after month, we can help you work through financial decisions with an understanding of the business's performance and cash position.

Finance function reviews and improvements

As your company grows or changes, its finance function may need to do more or work differently. We can assess how it operates and give you an independent, evidence-based view of what works, where the risks lie and what to prioritise. We also undertake specific projects, from bringing records up to date and setting up accounting software to improving financial controls, redesigning management reports and developing your team's skills.

Funding and major decisions

We help you work out whether an expansion, acquisition or other major investment makes financial sense before you commit. We test the costs, likely returns and effect on cash, compare funding options and estimate what your business or a stake in it may be worth for your own decisions. We also prepare financial information and help answer questions when lenders, investors or prospective buyers become involved.

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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 →