FINANCIAL CONTROL REVIEW
See where your finance function is losing ownership, visibility, or control.
In one focused conversation, we map how financial responsibility currently moves through your company and identify the areas where work is fragmented, information is missing, or leadership is being forced to fill the gaps.
This is not a generic presentation or a software demonstration.
It is a practical assessment of the finance function your company has today and the one it now requires.
30 minutes. No sensitive documents required for the initial conversation.
WHAT WE REVIEW
Eight areas where financial control is usually lost.
Financial ownership
Who currently owns bookkeeping, billing, collections, payroll, close, tax coordination, reporting, forecasting, and financial decisions?
Month-end close
Are accounts reconciled, adjustments reviewed, and reports delivered through a reliable recurring process?
Cash visibility
Can leadership see expected collections, payroll, vendor obligations, taxes, and the projected low point in cash?
Billing and collections
Are contracts, milestones, completed work, invoices, receivables, and collection follow-up connected?
Profitability and recurring-revenue economics
Can the company connect revenue with labor, contractors, vendor costs, delivery expenses, customer-acquisition costs, support costs, projects, contracts, subscriptions, and the ongoing cost to serve customers?
Controls and approvals
Are payments, vendor changes, payroll, refunds, and material adjustments subject to defined approval authority?
Reporting and decision support
Do leaders receive useful information while there is still time to act?
Tax readiness
Are the books and supporting schedules organized so tax preparation is controlled rather than becoming a year-end emergency?
WHAT YOU RECEIVE
A one-page Finance Function Map
Within one business day after the conversation, EveryPenny will provide a concise summary showing:
- Responsibilities that are clearly owned
- Responsibilities that are fragmented or unowned
- Immediate financial-control risks
- Visibility gaps affecting leadership decisions
- The three most important priorities to address
- The finance structure appropriate for the company’s current stage
- Whether the company needs bookkeeping support, a controller layer, CFO support, or a complete outsourced finance function
The summary is useful whether or not EveryPenny is ultimately the right provider.
WHAT THIS IS NOT
The Financial Control Review is not:
- An audit
- A review or compilation engagement
- An attestation service
- A tax opinion
- Legal advice
- An accounting-system implementation
- A generic sales presentation
It is a high-level operating assessment intended to identify financial responsibilities and structural gaps.
HOW IT WORKS
Four steps, start to finish.
Provide brief context
Tell us your company name, revenue range, current financial setup, and the issue that prompted you to look for help.
Meet for 30 minutes
We walk through the major responsibilities in your current finance function and identify where ownership, timing, information, or control is breaking down.
Receive your Finance Function Map
We send a concise written summary of the priority gaps and recommended next-stage structure.
Decide what happens next
Where there is a fit, we can prepare a separate scope for EveryPenny to operate the function. Where there is not, you still retain the assessment.
IDEAL FIT
The review is designed for established service and software companies that have:
- Seven-figure annual revenue or ARR
- Multiple customers, projects, contracts, placements, or subscriptions
- Employees, contractors, or both
- Project, retainer, placement, subscription, or recurring revenue
- A bookkeeper or CPA but no complete finance function
- An owner or executive still connecting financial responsibilities manually
- Difficulty seeing cash, margins, collections, retention, runway, or financial performance clearly
Find the gaps before they become expensive.
30 minutes. Receive a one-page Finance Function Map within one business day. No obligation.