steps
Stage 1
Financial and operational audit (1 month)
The collaboration begins with an initial audit, which aims to fully understand how the company currently operates.
The audit aims to:
financial structure and financial-accounting records
cash flows and profitability by business lines
key operational processes (sales, delivery, administration)
organizational structure and existing roles
At the end of this stage, there is a clear and objective picture of the current situation, based on data and not perceptions.
Stage 3
Aligning processes with the financial and accounting structure
At this stage, operational processes are adjusted and structured to correctly reflect the company's financial reality.
Main activities:
correlation of operational processes with real costs
clarification of responsibilities and decision-making flows
defining reporting mechanisms
eliminating bottlenecks and redundancies
The goal is for operational decisions to be supported by accurate and current financial data.
Stage 2
Defining objectives and performance indicators
Based on the audit conclusions, the strategic and operational objectives of the collaboration are mutually agreed upon.
This stage includes:
defining financial objectives (profitability, cash flow, efficiency)
establishing relevant performance indicators (KPIs)
prioritizing intervention areas
aligning objectives with the entrepreneurial vision
The objectives are realistic, measurable and correlated with the company's capacity.
Stage 4
Implementation, monitoring and adjustment
After implementing the agreed changes, we track the evolution of results by periodically monitoring performance indicators.
This stage involves:
monitoring of established KPIs
periodic analysis of results
adjusting processes when necessary
constant support for the management team
The emphasis is on achieving results, not just theoretical recommendations.
