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Advisory · Financial advisory

From records you can trust to decisions you can defend.

Financial and accounting advisory is one of the three service areas HPS describes. In practice it means getting the books right, producing statements and analysis from them, and supporting the decisions that follow.
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Engagement

Financial advisory

Scope in writing
  1. 1ConversationNowWhat decision is waiting
  2. 2RecordsReconcile and clean
  3. 3Statements and analysisBuild and explain
  4. 4Decision supportModels and advice
How we think about it
No analysis survives bad records. The order is fixed: reconcile, then report, then analyse, then decide. HPS will not skip a pier to reach the other side faster.
RecordsReconciliationsStatementsAnalysisDecisionsAccuracy first, then insightEach pier is a deliverable
The bridge from records to decisions rests on five piers; each one is a deliverable HPS can be held to.
What is included
Scope is agreed in writing before any engagement starts. These are the services HPS currently offers under this practice, as published by HPS.
  1. 01Accounting records and reconciliationsBank, receivables, payables and intercompany reconciliations brought current and kept that way, with documented procedures.
  2. 02Financial statementsPreparation or review of financial statements under the applicable framework, ready for audit, lenders or regulators.
  3. 03Financial analysisRatio, trend and variance analysis, cash flow and working capital review, written in the language of the decision it supports.
  4. 04Decision supportInvestment appraisal, budgeting and forecasting models, and the assumptions behind them, built in Excel your team can maintain.
Who it is for
  • Organisations preparing for a first audit or a lender review
  • Finance teams whose reconciliations have fallen behind
  • Management that needs analysis before a budget, investment or financing decision
  • Owners who want statements they understand
How an engagement works
1ConversationWhat decision is waiting2RecordsReconcile and clean3Statements and analysisBuild and explain4Decision supportModels and advice
HPS does not provide investment advice to individuals through this site. Investment and asset management is the business of its subsidiary Quantzo Capital Ltd under its own terms.

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