Services
Defined work. Defined outcomes.
Growing-business finance runs as a sequence of four stages, entered through a diagnostic. Projects & Programmes is capability-led and scoped to the environment. Neither replaces your accountant.
Four stages, in order.
Each stage stands alone, and each one assumes the previous one is in place. The Finance Clarity Review tells you where to start.
- 01Foundation
Finance Foundation
Finance systems, chart of accounts, month-end and reporting architecture, on Xero, QuickBooks or Sage.
Outcome: A close that runs on time, on numbers you can trust.
- 02Intelligence
Finance Intelligence
One management view: margin by customer, job, contract and cost line, replacing spreadsheets that disagree.
Outcome: One set of numbers the leadership team works from.
- 03Plan
Planning & FP&A
A 13-week rolling cash view and a 12-month operating forecast, with scenario modelling.
Outcome: Decisions tested before they are made.
- 04Partner
Finance Partner
Senior commercial finance judgement on a monthly rhythm, alongside your existing team.
Outcome: A decision loop that runs every month.
Kingswell Insight
The recurring management information product underneath every stage \u2014 one board pack, always current, always trusted.
Capability, scoped to the environment.
Programme work is not productised. Scope depends on portfolio size, governance requirements and the state of existing project controls.
Capability
- Programme finance leadership
- Portfolio forecasting
- Cost-to-complete
- Investment appraisal
- Financial governance
- Risk & opportunity
- Executive MI
- Project controls integration
Systems and reporting, not implementation.
Technology supports the work above; it is never the work itself. Kingswell does not deliver full ERP implementation.
- Finance-system optimisation on Xero, QuickBooks and Sage
- Reporting architecture across Oracle, SAP and Power BI
- Data modelling and integration with Microsoft 365
Next
Not sure which stage applies? The review exists to answer exactly that question.