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Who it's for
For firms that require reliable financial operations.
When financial processes, controls, reporting, or continuity require additional structure, managed accounting can provide experienced professional capacity grounded in the systems and operating environment surrounding the finance function.
Managed accounting is relevant when the finance function requires dependable capacity, clear processes, and stronger reporting discipline.
When managed accounting becomes relevant
Six signals that finance requires additional structure.
01
Financial reporting cycles are unpredictable
Reporting and review cycles depend on individual availability rather than a defined, documented process.
02
Controls are informal
Segregation of duties and approval paths depend on convention rather than documented design, creating avoidable control risk.
03
Reporting is inconsistent
The same metric reports differently across periods or systems, reducing leadership confidence in the information.
04
Finance runs in parallel systems
Finance work happens alongside the ERP in side spreadsheets, with the system of record reduced to a destination.
05
Key-person dependency
Critical financial knowledge and processes depend on one person, creating a continuity concern for the firm.
06
Finance structure has not kept pace
The finance structure that worked at a smaller scale is now stretched, creating gaps in capacity, process ownership, and continuity.
Where the work lives
Outsidethe ERP
→Shifted to
Aligned withthe ERP
Finance aligned with the system of record
In many firms, finance processes continue in side spreadsheets while the ERP receives final entries. The result can be duplicated effort, inconsistent reporting, and reduced confidence in the system of record.
Managed accounting connects professional capacity with the systems, processes, data, controls, and reporting environment surrounding the finance function.
What we do
The work of managed accounting.
01 · Operations
Financial operations
Professional capacity aligned with the finance function's systems, processes, ownership, and reporting requirements.
02 · Controls
Process discipline and controls
Clear processes, ownership, documentation, and controls appropriate to the organization's financial operations.
03 · Reporting
Reporting readiness
Financial information, review processes, and reporting requirements structured around the decisions leadership needs to make.
04 · Continuity
Continuity and capacity
Professional capacity and documented processes designed to reduce key-person dependency and support continuity.
Our approach
How we work.
01
Establish the current state clearly: whether financial information is current, how controls operate, where ownership is unclear, and which risks require attention.
02
Establish consistent processes, ownership, controls, documentation, and reporting expectations for the finance function.
03
Provide ongoing professional capacity within the agreed scope, with processes and reporting requirements reviewed as the business changes.
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