Build a finance function that can support your next stage of growth.
What this service entails
The goal is to help leadership understand what finance should look like as the business scales and what needs to happen first.
Key Activities Under This Service
Current-state finance assessment
- Assess reporting, planning, processes, systems, controls, and roles
- Identify finance limitations that may restrict growth
- Review where owner dependency or manual work creates risk
- Create a clear view of the current finance function
Target-state finance design
- Define what finance should look like at the next stage
- Recommend the right operating model for the business size and complexity
- Clarify future reporting, planning, process, and control needs
- Identify internal and external finance support requirements
Reporting and planning roadmap
- Recommend the reporting and planning capabilities the business needs
- Define the role of management reports, budgets, forecasts, and KPIs
- Prioritize what should be built or improved first
- Connect visibility improvements to leadership needs
Process, control, and systems roadmap
- Identify process and control improvements needed at a structural level
- Review systems and data limitations
- Recommend practical systems or workflow improvements
- Sequence improvements so implementation is manageable
Finance role and implementation plan
- Clarify future finance responsibilities
- Recommend outsourced vs internal support where relevant
- Create a 30/60/90-day action plan
- Prioritize initiatives by impact, urgency, and feasibility
Benefits for the Client
- Understand how finance needs to evolve as the business grows.
- Create a clear target operating model for the finance function.
- Prioritize improvements across reporting, planning, processes, systems, controls, and roles.
- Reduce owner dependency by designing clearer finance responsibilities.
- Prepare the finance function for growth, funding, restructuring, or operational scale.
- Turn broad finance problems into a practical implementation roadmap.
Common Problems We Help Solve
- Finance worked when we were smaller, but it no longer supports the business.CRUX assesses the current state and designs a roadmap for the next stage.
- Reporting, processes, systems, and roles all need improvement.CRUX creates a structured plan rather than treating each issue in isolation.
- We are preparing for growth or funding and need stronger finance foundations.CRUX identifies the finance capabilities needed before complexity increases.
- The owner is still too involved in finance.CRUX designs clearer responsibilities and a more scalable operating model.
- We do not know where to start.CRUX prioritizes finance improvements through a practical 30/60/90-day plan.
Who This Service Is For
- Businesses whose finance function has not kept up with growth
- Companies preparing for expansion, funding, restructuring, or sale
- Owners who need a scalable finance operating model
- Leadership teams facing multiple finance issues at once
- Businesses with weak reporting, planning, systems, controls, and roles
- Companies that need a roadmap before implementation begins
Deliverables
Finance Transformation Assessment
A structured review of the current finance function.
Finance Maturity Review
An assessment of finance capability across core areas.
Target-State Finance Model
A practical design for the future finance operating model.
Gap Analysis
A comparison between the current state and target state.
Finance Transformation Roadmap
A prioritized roadmap across reporting, planning, processes, systems, controls, and roles.
30/60/90-Day Action Plan
A sequenced plan for immediate and medium-term finance improvements.
Build a finance function that can support your next stage of growth.
Book a consultation with CRUX