Uprising
The financial statements, the cash position, and the current accounting process are being reviewed.
Services / Finance and Control
An external finance manager, for one day a week: budget, cash flow, and key performance indicators – to make decisions based on data.
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Accurately accounting isn't the same as knowing how much you’re earning. Many small and medium-sized businesses often end the month without a budget, without weekly cash control, and without indicators to show whether the business is improving or declining, beyond the owner’s intuition. An external finance manager, dedicating just one day a week, can address this without the company needing to hire a full-time employee.
The work is very specific: a budget is created and reviewed, cash flow is monitored weekly, key performance indicators (margins and working capital) are tracked, and a monthly meeting is held with the person in charge, based on numbers, not intuition. Coordination is maintained with the accountant, who is already handling the accounting.
Clear scope, a visible process, and the involved team.
The financial statements, the cash position, and the current accounting process are being reviewed.
The budget and key performance indicators are being finalized, and the cash flow is being monitored on a weekly basis.
Once a week, whether in person or remotely, reviewing the controls and adjusting the budget against actual results.
No. We coordinate with the accountant you’re currently using – we don’t replace them. We manage the budget and cash flow based on their records, handling all incoming and outgoing transactions.
The minimum is one day: that’s how long it takes to seriously manage a budget and cash flow. The initial diagnosis confirms whether your company needs more time.
Yes, the scope is adjusted, and the price is discussed depending on the number of companies or locations that need to be consolidated.
Let's talk.
Let's review the process, the scope, and the working conditions together.
People, process, and support.
A clear initial contact. A written proposal. Agreed-upon next steps.
We discussed your needs and established goals, deliverables, deadlines, and costs within the proposal.
We agreed on responsibilities, stages, and the necessary information to move forward. The launch and training are defined according to the project.
We’ve agreed on the channels, times, and scope of the follow-up support, so you’ll know who to contact.
A written proposal outlining the scope, deliverables, stages, price, and terms. It also identifies any additional services you would like to include.
We’ve defined the contact channel, the hours of operation, and the scope of support within the proposal. This allows you to understand what kind of assistance your service offers and how to request help.
When defining the project, we reviewed what information is needed, who can access it, and how it will be shared. In software systems, we also agreed on the conditions for backup, preservation, and export.
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The scope of each service considers how accounting and administrative information from your company is shared and used.