Clear, practical support for the finance processes that keep your business running
FO1 · FO2 · FO3 · FO4 · FO5
Ongoing Retainer & Advisory Support (FO5)
overview
Ongoing advisory support for organisations that want a trusted purchase-to-pay (P2P) and finance operations specialist available on a consistent basis — without the cost or commitment of a full-time hire.
This is designed to help you maintain momentum after a project, strengthen day-to-day controls, and make confident decisions as your business and finance function evolve.
Who it’s for
Businesses that have completed a P2P Health Check™ or implementation and want structured follow-through
Growing organisations that need flexible senior support while the finance function scales
Finance teams navigating change (new systems, new staff, acquisitions, policy/control changes)
Teams that want a “safe pair of hands” to sense-check decisions and resolve recurring P2P issues
How it works
A fixed allocation of hours per month (used as needed across the month)
A regular check-in cadence (e.g., monthly or fortnightly) to review performance, priorities, and risks
Clear action notes and next steps after each call (so work doesn’t disappear into email)
Typical support includes
Process troubleshooting: approvals, invoice exceptions, supplier queries, credit notes, and recurring bottlenecks
Controls and governance: authorisation levels, segregation of duties, audit trail, and policy refresh
Reporting and management information: practical metrics and dashboards to track what’s improving (and what isn’t)
Supplier master data and onboarding oversight: keeping records accurate and reducing rework/fraud risk
Tool and workflow advice: proportionate recommendations and configuration guidance (process first, then technology)
“Second opinion” support: reviewing proposed changes before you implement them (so you avoid expensive rework)
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Ongoing — minimum three month commitment
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From £600 + VAT — per month
