Start here
Start with clarity, not software.
Before rebuilding reports, buying systems or hiring more finance resource, understand what is actually limiting the business.
One conversation. One structured diagnostic. One plan.
A defined piece of work with a defined output. No retainer required to find out whether Kingswell is useful to you.
- 01
Conversation
Where the business is going and what is getting in the way.
- 02
Diagnosis
Cash, profitability, forecasting, reporting, process, automation.
- 03
Priorities
The constraint that matters, separated from everything else.
- 04
90-day plan
Sequenced work with owners, dates and expected effect.
Six dimensions, scored against how the business actually runs.
Exhibit 01
Illustrative exampleFinance maturity, scored — then sequenced
What is limiting the business, and what should be fixed first?
Where do we actually stand?
Illustrative exampleCash visibility
No forward view beyond the bank balance
Profitability
Margin by customer and job is unknown
Forecasting
No maintained forecast
Reporting
Accurate, but slow and manual
Processes
Re-keying between systems each month
Automation
Systems already in place to build on
Forecasting and cash visibility are the constraint — not reporting quality.
- Days 0–3013-week cash view and one management pack
- Days 30–60Customer and job margin, driver-based forecast
- Days 60–90Automate the month-end that is still by hand
A low score is not a criticism. It is a sequence: cash visibility first, because every later decision is tested against it.
One constraint. Ninety days.
Most finance functions have several weaknesses and one real constraint. The value of the review is deciding which is which — and then doing the first thing properly rather than five things partially.
What you leave with
- A scored view of six finance dimensions
- The primary constraint, stated plainly
- A 90-day priority plan, sequenced
- What to fix yourself, and what needs help
- What not to spend money on yet
From diagnosis to a 90-day plan
Illustrative exampleDiagnosis
Six dimensions assessed against how the business actually runs.
Primary constraint
Forecasting and cash visibility.
Reporting quality is not the limiting factor. The forward view is.
90-day priority plan
- Days 0–30One 13-week cash view, owned and updated weekly0
- Days 30–60Management pack rebuilt around customer and job margin1
- Days 60–90Automate the two heaviest manual month-end routines2
This is probably for you if…
£3m–£20m turnover, growing faster than the finance function
An accountant, bookkeeper or small finance team already in place
Cash visibility that stops at the bank balance
No confident answer on customer or job profitability
Particular depth in construction, property, engineering, project-based businesses and professional services — though the work is not limited to them.
Pick the pressure point and we will start there.
What do you wish you understood better about your business?
Next
Most reviews point to one of three places first: the forward cash view, the margin picture, or the manual work behind both.