Insight •
Insight •
Turn Data into Decisions
Using the depth of information from our Clarity reports, Insight focuses on deep dive analysis of your numbers, strategic planning and forecasting across your business.
As skilled professionals, we would act as your non-executive financial director, reporting on business performance, the variance and analysing why numbers are moving the way they are with our proactive approach, regular strategy sessions, market opportunity analysis and growth planning.
We’ll work with you on the ‘what-if scenarios’ and what impact this can have on the business’ bottom line profits.
We will work with you on preparing budgets, cashflows and identifying key sales and cost drivers in the business, allowing us to focus on what actually matters. Peter Drucker said “What gets measured, gets managed”, a slight adaptation could be. “What gets measured, matters” and this is what we would like to report on for your business using our Insight service.
We have clients that have transformed their businesses by using this service, bi-weekly, monthly and quarterly depending on their needs. For us to make a difference, we believe, monthly is a productive use of time by using the Clarity reports provided as the discussion focus.
As your Non-Executive FD, we will be there to help you understand what your numbers are telling you, spark those ideas for change and hold you accountable to action and decision making.
Insight •
Accountability Map
Month 0
Discovery Phase
Identify 7 Key Numbers – 15 mins
Identify Levers of Success -15 mins
Create a Simple Action Plan
- 3 agreed priorities for client
- 1 for Brisan
- 20 mins
Confirm Next Steps -10 mins
1:00 hrs
Month 1
Implementation
Create a detailed Action with your client – using the tasks already created and built out at the discovery phase.
Complete a Tax Review to show tax saving opportunities.
Build a ‘this is how we do things’ for the business finance function.
1:30 hrs
Months 2-10
Ongoing Support
Monthly Accountability Calls
Review Actions
Discuss current pain points, corrections for continued improvement.
Celebrate successes & what went well?
Agree priorities for next month
45 mins
Month 11
Pre-Year End
Monthly Accountability Call
Realign and renew services
Revise 7 Key Numbers and Levers of Success
Set goals for next year – financial and non-financial.
Create action plan, review brought forward points.
1:30 hrs
Month 12
Year End
Build a new Financial Plan that matches the new agreed Action Plan.
Sense check the plan from a cashflow and resource perspective.
Set agenda for Monthly Accountability Calls
2:00-3:00 hrs
Insight •
Planning Map
(Zoom)
Key Numbers overview -15 mins
Levers of Success -15 mins
Action Plan
• 3 agreed priorities for client and
• 1 for Brisan
-20 mins
Next Steps -10 mins
1:00 hr
Month 1
(F2F or Zoom)
Create a detailed Action Plan with your client (using the tasks already created and built out)
Complete a Tax Review to show tax savings.
1:30-2:00 hrs
Month 2
(F2F or Zoom)
Build a Financial Plan and budget in Clarity and/or accounting software that matches with the agreed actions.
Review and plan financing needs. Sense check the plan from a cashflow perspective
2:00-3:00 hrs
Month 3
(F2F or Zoom)
Review Actions
Discuss successes and corrections for continued improvement
Review Financial Performance Agree priorities for next month
2:00 hrs
Months 4-5, 7-8 & 10
(Zoom)
Review Actions
Discuss successes and corrections for continued improvement
Detailed analysis of variances
7 key Numbers Review
Agree priorities for next month
1:30– 2:00 hrs
Months 6 & 9
(F2F or Zoom)
Review Actions
Discuss successes and corrections for continued improvement
Detailed analysis of variances and Year-end tax planning review.
Agree priorities for next month
2:30 hrs
Month 11
(F2F or Zoom)
Are we doing 2nd year together?
If so…
Revise 7 Key Numbers and Levers of Success
Revise Profit & Cash for next year and create Action Plan with client (bringing forward any incomplete tasks)
2:00-2:30 hrs
Month 12
(F2F or Zoom)
If continuing, build a new Financial Plan that matches with the new Actions
Plan. Sense check the plan from a cashflow perspective
Set Meeting Agendas for next year
2:00-2:30 hrs


