Evidence
We do not publish case studies until a client has approved them in writing and verified the figures. In the meantime, this page sets out how we approach each type of engagement, using illustrative situations that are typical of the work. Nothing below describes a named client or claims a result.
Why there are no case studies here yet
It would be easy to fill this page with anonymised stories and impressive numbers. We are not going to, because an unverifiable claim is worse than no claim: it attracts the wrong enquiries and it undermines the advice that follows.
A case study appears here only when three things are true: the client has given written consent, the client has verified the figures we quote, and the engagement has been completed and reviewed. Until then, this page describes the method instead.
If you want references in your sector before engaging us, ask directly. We will tell you honestly what we can provide.
How we work
Every engagement begins with a written scope that states what is included, what is excluded, what we need from the client and what success looks like. Scope documents are the reason our projects finish. Where a client cannot tell us what success looks like, that conversation happens first, because a project without a defined outcome is billed by time and judged by mood.
We review records, observe processes and interview the people doing the work before recommending anything. What management believes happens and what actually happens are frequently different, and both are useful. Recommendations that ignore the second do not survive contact with operations.
Client data is accessed on a need-to-know basis by named staff, credentials are held securely and never shared by email, and access is withdrawn when an engagement ends. Where data must be extracted for analysis, it is handled under the terms of the engagement letter and our privacy notice.
Findings are specific, prioritised and owned. Each recommendation carries a name and a date, because a recommendation without an owner is a suggestion. We follow up on remediation at an agreed point, which is where most advisory work either creates value or does not.
Configuration records, process maps, procedure manuals, report definitions and reconciliation files are delivered to the client. If you later move to another adviser, they inherit documentation rather than guesswork. We would rather be re-appointed than be indispensable.
Worked examples
These are illustrative situations, written to show the thinking behind the work. None of them describes a named client or claims a result.
An illustrative example of a stock integrity and margin reporting engagement for a retailer operating several branches, where the system stock figure and the physical count had diverged and management could not see margin by branch or category.
An illustrative example of building project costing and cost-to-complete reporting for a contractor running multiple sites, where contract value was known but forecast final cost was not.
An illustrative example of a structured migration from a long-standing desktop accounting installation to a cloud ERP, covering data cleansing, chart of accounts redesign and parallel running.
Full worked examples are held as drafts and will be published as case studies once clients have given written consent and verified the figures.
What to expect from us
If you later move to another adviser, they inherit documentation rather than guesswork. We would rather be re-appointed than be indispensable.
We will tell you honestly what we can reference and what we cannot. That conversation costs nothing.
