Finance Function MOT

Evaluate and optimise your finance function with the latest tech

Without taking a step back to evaluate your finance function every once in a while, you can’t be 100% sure that it’s still efficient. That’s where the Finance Function MOT can help!

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Find out how you can improve

Understand which areas need improvement, what’s working well and what else you could do to enhance your processes. We’ll review your finance function and give you detailed insight.

Understand how much time you can save

Gain back some valuable time. We know time is of the essence and that every business owner wishes they had more, so we’ll explain how much time you could save, should you implement our recommendations.

Receive tailored recommendations

Based around your needs and goals, we’ll recommend tech and processes that’ll enhance your finance function overall.

How it works

Review

We’ll run an initial health check to gain insight into your current functions and to identify any areas in need of improvement.

Understand

We’ll have a discovery meeting where we’ll ask you questions to gain further insight into your business and current processes. Including your financial objectives and KPI’s.

Discover

After our meeting, the research and tailoring stage begins. During this stage we’ll use the information gathered to explore the apps, tools and processes which could help you.

Report

We’ll present you with a report detailing the recommendations and highlight the time you could save. We’ll also put them in priority order based on which will have the most impact.

"The Finance Function MOT helped us understand how we could further enhance our finance function. We’re now using additional technology that really helps everything run smoothly."

Ellen and Henry Co-founders, Vida Creative

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Take it from us, we know money and accounting can cause stress and even burn out, so let’s hand over to our Client Relationship Director Jake, to guide us through six stress-relieving tips.