Engagements
How the work is structured.
Most businesses start with a diagnostic and decide from there. Fees depend on scope, size and complexity, and are agreed before anything begins.
Six ways to work with Kingswell.
You rarely need all of them, and you rarely need them at once.
- 01
Finance Clarity Review
Fixed-fee diagnostic
A short, structured assessment of how finance currently works, what is limiting the business and what should be fixed first.
Written findings, priorities and a 90-day plan you own.
- 02
Finance Foundation
Fixed-scope project
Finance system, reporting structure, month-end process and appropriate automation, so the numbers can be trusted.
A reporting architecture that produces the same answer every month.
- 03
Finance Intelligence
Project, then ongoing
Management reporting and profitability analysis, delivered through Kingswell Insight.
One management view, produced on a predictable cycle.
- 04
Planning & FP&A
Project or recurring
Budgets, rolling forecasts, cash forecasting, scenario and driver-based models.
Decisions tested before they are taken.
- 05
Finance Partner
Monthly engagement
Senior commercial finance capability on a monthly rhythm: review, challenge, decision support and agreed actions.
A decision loop that runs every month, not every crisis.
- 06
Kingswell Insight
Subscription, or bundled
The finance intelligence layer that produces the management view underpinning the work above.
Management information without the spreadsheet effort.
Predictable, and agreed in advance.
- Scope, fee and output agreed in writing before work starts.
- The diagnostic is deliberately small — a low-risk way to test whether Kingswell is useful.
- Projects are fixed-scope. Recurring work is monthly, with a defined rhythm.
- No long tie-ins. If the work stops being valuable, it should stop.
- The person who scopes the work is the person who delivers it.
Indicative fee ranges are shared during the first conversation, once scope is understood.
Next
The simplest starting point is a short conversation about how finance currently works and where it is costing you time or money.