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Case Studies

REAL EXAMPLES FROM REAL COMPANIES... WE LOOK FORWARD TO BEING ABLE TO HELP YOU TOO


Case study 1: Manufacturing business

Industry: Manufacturing

Turnover: $10-15M

The situation:

  • No dedicated finance function or visibility of company financial performance
  • Strategic vision and plans required strong finance presence in organisation

Scope of work:

  • Establishment of finance function
  • Financial reporting regime implemented
  • Working capital management and control
  • Establishment of due diligence data room
  • Management of IT, HR, customer service, logistics

Type of engagement: Monthly retainer

Outcome:

Annual cost savings of $250-300k implemented, successful business sale and integration


Case study 2: Professional services

 Industry: Professional Services

Turnover: $2-4M

The situation:

  • Inconsistent processes across client base
  • No internal financial reporting and controls

Scope of work:

  • Establishment of finance function
  • Best practices implemented to support client service provision
  • Cost reporting and allocation across customer base
  • Cashflow reporting and forecasting
  • Key weekly business reporting

Type of engagement: Weekly / Day rate

Outcome:

Best finance practices implemented for internal and external clients, identification of margin to align with services allocated to clients  


Case study 3: Financial services

Industry: Financial Services

Turnover: $1M

The situation:

  • No forecasting in place to assist business growth

Scope of work:

  • Implementation of weekly cashflow reporting and forecast
  • Monthly meeting to discuss business financials and strategy

Type of engagement: Monthly retainer

Outcome:

Clarity of short and medium term cashflows allowing for key business decisions to be made 


Case study 4: Financial services

Industry: Health Care Services

Turnover: $15-20M

The situation:

  • New business owners required strong financial function and reporting
  • Cultural change to support growth by increased support to budget/department owners

Scope of work:

  • Support of IT/ERP system upgrade
  • Establishment of departmental budgets and reports
  • Collation of historical financial data
  • Management of new finance team across several locations

Type of engagement: Monthly retainer

Outcome:

Profit improvement of 5-10% per annum, successful business transaction


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