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Your finance function

Build it from scratch, or review what you have.

Good decisions depend on reliable financial information. Whether a business has never had a finance function of its own or has outgrown the one it has, the aim is the same: clear, dependable numbers, and a team that can produce them with confidence.


BUILD


Creating an internal finance department


For businesses ready to bring finance in-house, often after relying entirely on an external bookkeeper or accountant.


Defining the roles and responsibilities the business needs

Putting the right processes and systems in place

Recruiting or training the people to run them

Establishing regular reporting for owners and directors

A clear handover, so the team runs independently


REVIEW


Reviewing your current structure


For businesses with an existing finance team or bookkeeper that would value an independent view of how well it is working.


A review of current processes, roles and systems

Identifying gaps, risks and duplication

Recruiting or training the people to run them

Clear, prioritised recommendations

Support implementing the changes, if required

How it works

1

Initial conversation

Free and without obligation, to understand the business and what it needs.

2

Understanding the detail

Time with the owners and team to see how finance works today.

3

Plan or recommendations

A clear plan for the build, or a report on the review, agreed with you.

4

Implementation and handover

Putting it in place, then stepping back once the team is confident.

Your accountant remains your accountant. All work is carried out alongside your existing advisers, keeping them informed throughout.

“She not only implemented the new system and processes but also coached and trained one of our team members into their new role, giving us the confidence and capability to run our finances independently going forward.”

Alex Cooney · CEO, CyberSafeKids

Talk it through


An initial conversation is free and without obligation, whether you’re a business owner or an adviser thinking of an introduction.

I work alongside your regulated advisers. I do not provide investment, legal or regulated financial advice, and I do not replace your accountant, tax adviser or solicitor.

Sarah Daly FCCA, TMITI, M Inst D, MBS, BBS (Acc), MSc Business & Executive Coaching · Fellow of the Association of Chartered Certified Accountants · Member of the Irish Tax Institute · Member of the Institute of Directors