Financial Management

Financial management is the discipline of using a business's money well — earning a sound return on capital, managing profitability and cost, and putting in place the policies and controls that keep the finances healthy.

The firm helps owners and management take a firmer grip on the financial side of the business, turning data into decisions.

Financial management advisory covers, including:

• Profitability and margin analysis and improvement
• Capital structure and return on capital
• Financial policies, controls, and discipline
• Performance review against plan and benchmarks
• The financial levers behind growth and resilience

1. 01

   Diagnose

   Assess the financial health and where it can improve.

2. 02

   Plan

   Set the priorities, policies, and targets.

3. 03

   Implement

   Put the disciplines and improvements in place.

4. 04

   Review

   Track performance and refine.

PBT helps you manage the financial side of the business deliberately.

• A clear diagnosis of financial health
• Practical improvements to profitability and returns
• Sound financial policies and discipline
• Continuity with your reporting and planning
• Scope, deliverables, and fees agreed in writing up front

• How is this different from a virtual CFO?

  A virtual CFO runs the finance function on an ongoing basis; financial-management advisory is more focused — diagnosing and improving specific financial areas. They complement each other.

• Can you help improve profitability?

  Yes. We analyse margins and cost and identify practical levers to improve profitability and returns.

• How long does it take?

  An initial diagnosis takes a couple of weeks; implementation and review run on from there.