Financial Close and Corporate Performance Management
As your business evolves, so does the complexity of closing your books. Manual, spreadsheet-driven reconciliations and journal processing can quickly become unsustainable—delaying your close, increasing the risk of errors, and reducing the visibility your stakeholders need.
At Advisory, we help you modernise the close process with practical, hands-on support. Whether you’re implementing new tools or improving existing workflows, we streamline reconciliations, automate routine close activities, and strengthen internal controls.
Our financial close services span process assessment, system enablement, and post-implementation optimisation—empowering you to close faster, report with accuracy, and maintain compliance as you scale.
Systems that scale with you.
We are proudly accredited with
Association of International
Certified Professional Accountants
The Chartered Institute of Management Accountants®
Institute of Chartered Accountants
in England and Wales
The South African Institute of Chartered Accountants
Financial Close and Corporate Performance Management That Works For You
Financial close expertise grounded in real operational insight
Our specialists bring deep cross-functional experience across finance, operations, and systems. Whether you’re standardising processes, implementing close automation, or optimising existing workflows, we guide you with practical, real-world knowledge to avoid bottlenecks and deliver faster, more accurate closes.
A close process that fits your business—not the other way around
We design financial close workflows that align with your unique processes, systems, and goals—ensuring the close supports how your finance team actually works, not just how the calendar says it should.
Hands-on support from first journal to final sign-off
We don’t just advise—we work alongside your team through every phase of the close. From data gathering and reconciliations to workflow design and review cycles, we help you build a close process that works today and evolves with your business.
From process review to post-close optimisation.
We support you at every step—assessing your current close, identifying gaps, streamlining workflows, implementing automation, and driving continuous improvement—delivering faster, more accurate closes that scale with your business.
Why You Need Financial Close and Corporate Performance Management Support
- Slow or inconsistent month-end close
- Limited visibility into financial performance
- Manual, spreadsheet-heavy consolidation and planning
- Inefficient reporting and lack of automation
- Preparing to implement or optimise a CPM system
- Underutilised or misaligned planning/reporting tools
- Gaps in internal expertise or bandwidth
How this service works
1. We start with your business—and your planning needs
We begin with a discovery session to understand your financial processes, reporting challenges, and strategic goals—so we can tailor CPM support to drive better performance and planning outcomes.
2. We deliver planning and reporting solutions that fit
Whether you're selecting a new CPM tool or optimising an existing platform, we design frameworks that align with your team, data structure, and decision-making needs—without unnecessary complexity.
3. We streamline, automate, and accelerate performance
From data modelling to forecast automation, we simplify your financial close, planning, and reporting processes—freeing up your team to focus on strategy, not spreadsheets.
4. You get insight that drives action
We don’t just implement tools—we help you use them to gain real visibility, improve agility, and make smarter, faster business decisions.
We partner with the world’s best cloud accounting software
Support Beyond This Service
Every business is different — and your needs don’t always fit neatly into one box. Here are other services our clients often rely on to round out their support and keep things running smoothly.
Fractional CFO Services
Strategic insight, budgeting, and forecasting — expert guidance without a full-time hire. Make informed decisions and drive growth.
Enterprise Resource Planning (ERP) Services
Get set up on systems that scale with you — with expert implementation, tailoring every process to your needs.
Audit Readiness
We prepare your finance function for an efficient audit — with organised records, robust controls, and clear technical support.
Get In Touch With Us!
Need strategic financial guidance? Our CFO Advisory team helps you plan, forecast, and grow with confidence.
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Let’s explore your business’s next steps together
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