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Finance Transformation & CFO Advisory

A finance function built for your business. Not borrowed from someone else's.

Most finance departments grow by accident: a new hire here, a spreadsheet there, a process nobody wrote down. We sit with your CFO, look at how the business really works, and design the finance function it needs: the right people, processes, policies, tools and reports, and a clear plan to get there.

17 countriesshared services organisation, led by our co-founder
Sound familiar?

The problem we fix.

  • Your finance team has grown, but the processes never caught up.
  • Every entity or region does things its own way.
  • Policies are out of date, or live in one person's head.
  • You pay for systems and reports that nobody fully uses.
  • You want to scale, open new regions, or prepare for a sale or investment, and finance is not ready.
What you get

What we build for you.

  • 1
    Finance operating modelHow your finance function should be organised: roles, responsibilities, reporting lines and who owns what, from the close to the board pack.
  • 2
    Policies and proceduresClear, written financial policies and step-by-step procedures for the close, reconciliations, approvals, expenses, capex and revenue, that your team follows and your auditors expect to see.
  • 3
    Tools and reporting roadmapWhich systems and reports you need, which you do not, and in what order to fix them, using what you already own where possible.
  • 4
    KPIs and management reportingThe handful of numbers your CFO and board should see every month, defined once and reported the same way everywhere.
  • 5
    Regional hubs and shared servicesWhether a hub makes sense for you, where to put it, which activities move there, and how to set it up and run it.
  • 6
    The plan to get thereA prioritised roadmap with quick wins first. We can stay on to implement it, or hand it to your team.
Finance operating modelPolicies & proceduresShared servicesKPI frameworkERPPower BI
Proof

Experience that spans continents, not just companies.

Hazem El Banna led finance for Majid Al Futtaim's shared services organisation across 17 countries, with controllership roles at Weatherford and NESR. Ben Taher ran finance for a global SLB product line operating in 120+ countries.

17Countries in the shared services organisation Hazem led
120+Countries in the SLB product line Ben ran
18+ · 20+Years of finance leadership: Ben · Hazem
Meet the founders →
How it works

Three steps. No surprises.

12 weeks · fixed fee

Diagnostic

We map how the work happens today and rank what to automate by hours saved.

2Typically 4 to 12 weeks

Build

Quick wins first, built inside your own Microsoft environment.

3You own it

Handover

Training and documentation. No licence fees to us, no lock-in.

Questions

Common questions.

Is this a report that sits on a shelf?

No. Every recommendation comes with owners, a timeline and the procedures to make it stick. And because we also build automation, we can implement the plan ourselves.

Do we need a shared services hub?

Not always. For some companies a regional hub saves real cost and adds control. For others it adds complexity. We will tell you honestly which one you are, and why.

How long does it take?

A finance assessment and roadmap typically takes 4 to 8 weeks. Setting up a regional hub is usually a 6 to 12 month programme, delivered in phases.

Who will we work with?

A founder, Ben Taher or Hazem El Banna, from start to finish.

Other services: Month-End & Year-End Close →Audit-Ready, All Year →Client Retention Intelligence →Bookkeeping & Payroll →Tax & Compliance →Data Readiness & Cloud →

Not sure where to start?

Book a free consultation. We will talk through how your month-end and reporting work today, and whether the 2-week Diagnostic makes sense for you.

Book a Free Consultation
Book a Free Consultation