Charles Ardor & Company

Services

Strengthening the operational backbone of your finance function.

Our services strengthen the operational backbone of your finance function. Each engagement begins with a Diagnostic Review so we can prescribe the right configuration for your organisation.

How Our Services Are Structured

Every organisation requires a different mix of systems, routines, controls, and supervision. Rather than selecting services yourself, we prescribe the exact configuration after reviewing your current finance operations.

Finance Operations Foundations

What it is

The starting point for any business that wants reliable financial information. We design and establish a clean, well-structured finance environment so every transaction, workflow, and report rests on a stable system. This is where clarity and control begin.

Who it is for

Businesses moving from manual processes, fragmented systems, or inconsistent bookkeeping. Leadership teams who want confidence that their finance function is properly set up before ongoing work begins.

What you get

A full setup or re-setup of Zoho Books tailored to your operations

A structured chart of accounts that reflects how your business truly works

Clean opening balances (where provided) and properly mapped ledgers

A functional workflow environment for documentation, approvals, and payments

Bank and wallet integrations where possible

A baseline reporting structure and essential KPIs

A final walkthrough to ensure your team understands the new system

Outcome

A finance system that can produce dependable information, month after month.

Finance Operations Execution

What it is

Your end-to-end finance department delivered by our team. We run the daily, weekly, and monthly work that keeps your financial engine healthy and your leadership properly informed.

Who it is for

Businesses that want dependable finance operations without building a full in-house team. Ideal for founders and management teams who need accuracy, timeliness, and structure across all finance activities.

What you get

Daily and weekly transaction processing

Payables and receivables management

Reconciliations across bank accounts, wallets, POS systems, and payment platforms

Payroll preparation and processing support

Inventory and COGS management (where applicable)

Monthly financial statements and structured reporting

Commentary that explains performance and highlights concerns

Compliance support for VAT, WHT, and PAYE schedules

Access to dashboards (where subscribed)

Outcome

A consistent finance function that operates reliably without relying on internal bandwidth.

Finance Operations Supervision

What it is

Expert oversight for businesses that already have an internal finance person or small team. We provide the structure, accountability, and correction required to produce high-quality financial work.

Who it is for

Businesses where the internal finance team needs guidance, review, or consistent quality control. Founders and leaders who want confidence that their finance work is accurate, process-driven, and properly supervised.

What you get

Weekly check-ins with your finance staff

Review of reconciliations, ledgers, and monthly postings

Corrections and adjustments to maintain accuracy

Oversight of documentation, approvals, and process flow

Review and validation of monthly financial statements

Reporting commentary for leadership

Compliance schedule checks (VAT, WHT, PAYE)

Quarterly leadership review meetings

Recommendations to strengthen systems, processes, and team capability

Outcome

A stronger internal finance function operating under expert guidance and established controls.

Start Your Readiness Assessment

This readiness check helps us assess the maturity of your finance operations and determine the most appropriate next step for your organisation. Based on your responses, you will be guided to the service pathway that aligns with your operational stage and finance structure needs.

Start Your Readiness Assessment