Project Management

Analysing business performance for effective and valuable engagements What was the pain point? The team historically spent significant amounts of time analysing financial information within management accounts, which was often difficult to reconcile to underlying systems. With only very high-level information available it proved challenging to identify the cause of key variances. This meant the…

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Analysing Revenue

Understanding Revenue and Receivables at the push of a button What was the pain point? Revenue is a key area of most financial statements. Understanding the revenue and receivables cycle and identifying separate revenue streams can be time-consuming and challenging. Teams often find it challenging to design an effective and efficient approach to testing this…

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Performing Data Analytics on Any Client System

Client with specialised, industry specific accounting systems What was the pain point? With so many different accounting systems used by clients, knowing the intricacies of each system is impossible. The client’s finance team struggled to export from the accounting system the information needed by the team. Summary reports in PDF format meant the team wasted…

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Generating Additional Fee Income with Inflo

Increasing Fee Income through Transforming your Value-Add What was the pain point? The client always viewed services such as audit as an undesired compliance burden so was focused on minimising the cost. As a result, it was difficult to build up a strong working relationship as their priority was that the work was completed as…

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Audit Fieldwork

A more flexible and effective audit approach for finance teams What was the pain point? The client’s finance team found the audit process very stressful, with a constant rush to provide audit information on top of day-to-day activities. The work was largely performed during a 2-week period onsite. A team of 3 auditors would interrogate…

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Project Management

Client with multiple subsidiaries and staff What was the pain point? Project management on this client had always been challenging to manage. There were around 30 different subsidiaries and large numbers of finance staff spread across separate locations. This meant that keeping track of the status of client information was a manual, time consuming task….

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Fraud Analysis

A Small But Highly Transactional Client What was the pain point? Fraud testing had traditionally relied on manual analysis and sampling techniques. With analysis performed in Excel the team found it challenging to filter and review transactions, causing them to use multiple worksheets on incomplete listings. Therefore, effective fraud testing and insight was lacking for…

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