Find out what
your finance system
is really doing

A diagnostic review is a short, focused piece of work. It gives you a clear picture of where your finance system stands and what would make the biggest difference if you changed it.

Does any of this sound familiar?

  • Reports that don’t quite answer the questions your trustees are asking
  • Spreadsheets doing work your finance system should be doing
  • One person who holds all the knowledge and it feels risky
  • A system that has grown over time and does not fit the current organisational structure

What a diagnostic review involves

We look at how your finance system actually works. We identify the gaps that matter most and give you a clear, practical picture of what to do next.

It is deliberately short and low-risk. Most organisations find the review alone is worth the conversation.

Understanding your structure

We look at your entities, VAT registration, chart of accounts, departments, and how your budget holders are set up.

How reporting flows

We examine what your system produces, who reads it, and whether it tells them what they need to know.

Where the risks sit

We look at dependencies, manual workarounds, and anything that relies too heavily on one person or one process.

What we recommend

You get a clear summary of the highest-impact improvements — with no obligation to take any of them further with us.

“Tony brings a tangible sense of leadership and stability immediately, identifying problems and presenting solutions in a planned and methodical way.”
Alison Chambers, CEO, Exeter Students’ Guild

Tell us a little about your organisation

Fill in the form below and we will be in touch to arrange a short introductory call — no obligation, no hard sell.