When we first started working with Aadvark professional services firm, their finance setup was simple:
☑️ Year-end accounts
☑️ Tax returns
☑️ Bookkeeping
That’s it.
They were compliant, yes.
But they had no idea how the business was really performing until months after the fact.
Cash flow surprises and cost overspends were common. Forecasting didn’t exist.
🔄 Fast-forward 12 months, and here’s the shift:
📊 Monthly management reports tailored to the business
📈 A regularly updated forecast that informs key decisions
💬 Regular finance discussions with the owner-Directors
The result?
✅ The Directors have a tighter handle on the real-time financial results, not just anecdotal and in their heads
✅ Meaning more ability to tweak operations and processes
✅ Meaning tighter control over profitability
✅ A clearer strategy for the next 18 months
The finance function stopped being an obligation. It became a source of clarity and control.
🧠 Insight over hindsight—that’s the difference