Make the Numbers Useful to the People Running the Business.
ECM helps with bookkeeping, finance workflows and business systems so records are easier to maintain and reports are more useful. Support can also cover HR and payroll records, approvals and responsibilities, depending on what your team needs.
We trace how invoices, purchasing and payroll inputs reach the accounts and management reports. This helps identify missing checks, unclear responsibilities and information that managers need but cannot readily find.
Finance and Back-Office Support
✓Accounting and bookkeeping support, reconciliations and process reviews
✓Accounting information systems and ERP selection, implementation and user enablement
✓Financial reporting, management information and business intelligence
✓HR consulting, workforce planning and outsourced or co-sourced payroll support
The final scope, approach and deliverables are agreed with you before work begins.
Accounting: From Records to Reviewed Reports
On smaller screens, scroll across the diagram to read each step.
Source records feed journals and relevant subledgers, then the general ledger. A close gate requires reconciliation, adjustments and review before the management report. Unresolved exceptions return to the recording stage for investigation and correction, followed by repeat reconciliation and review. Subledgers are used where relevant. The management report presents cash, costs and balances.
What We Do
Join Up the Work Behind the Accounts.
01
Accounting and Bookkeeping
Review how transactions are captured, checked and reconciled. Agree responsibilities and a reporting timetable so records can be maintained consistently, with exceptions brought to the right person.
02
Business Systems and ERP
Translate finance workflows into system requirements for sales, purchasing, stock and reporting. Support selection and implementation around the work your business actually does, rather than a list of software features.
03
Management Information
Identify the reports managers use to make decisions, then work back to the data and definitions behind them. Financial reporting and business intelligence should give people a shared view of performance.
04
HR and Payroll Workflows
Connect employee information, time and attendance, approvals and payroll processing. Support can be advisory, co-sourced or outsourced, with clear responsibilities for inputs, review and sign-off.
The Work Explained
From a Business Transaction to a Management Decision
One Financial Picture
01
Capture
Record invoices, purchases and employee inputs at their source.
→
02
Check
Apply approvals, reconcile balances and resolve exceptions.
→
03
Report
Bring agreed financial measures into a usable reporting pack.
→
04
Decide
Use the information to discuss cash, costs and operating priorities.
A useful report starts with a reliable transaction trail. Systems and working practices need to support both.
Potential Outputs
A Finance Routine Your Team Can Run.
A documented finance workflow and responsibility schedule
System requirements, configuration or implementation actions as scoped
An agreed reporting pack and payroll review checkpoints
Outputs are selected to suit the engagement and confirmed in the agreed scope.
Your Next Step
Where Is Finance Losing Time?
Share the accounting, reporting, payroll or system challenge you want to resolve.
