Get what's in their heads into a playbook.
We turn tribal knowledge into clear SOPs, process maps, and policies, so your finance function runs consistently, onboards faster, and survives any departure.
The problems this solves
Key-person dependency
If one person is out for two weeks, payroll, the close, or billing grinds to a halt.
Slow onboarding
New hires learn by shadowing for months, and they pick up bad habits along the way.
Inconsistent results
The same task is done three different ways, and errors are hard to trace.
Auditors want evidence
You need written policies and procedures to back up how controls actually work.
What's included
- Process inventory across record-to-report, procure-to-pay, and order-to-cash
- Step-by-step SOPs with screenshots, inputs, outputs, and timing
- Swimlane process maps showing handoffs and control points
- Finance policies: expense, approval authority, capitalization, revenue
- Month-end close playbook and role-based checklists
- A simple system for keeping documentation current
Our process
- InventoryList every recurring finance process, owner, and frequency.
- Interview and observeCapture how work is really done, not how it's supposed to be done.
- Improve while documentingFlag waste and risks, and fix quick wins before writing them down.
- Write and mapProduce SOPs and maps in a consistent, easy-to-scan format.
- Validate and publishTest with a second person, then publish in your knowledge base.
Deliverables
- Process inventory and RACI matrix
- SOP library (typically 20 to 60 procedures)
- Visual process maps for each core cycle
- Policy manual reviewed for audit readiness
- Finance playbook for onboarding new team members
Tools we use
Frequently asked questions
How much of our team's time will this take?
Usually one to two hours per process for interviews and review. We do the writing, mapping, and formatting.
Where will the documentation live?
Wherever your team already works, whether that's SharePoint, Notion, Confluence, or Google Drive. We'll set up a clear structure and naming convention.
How do we keep documents current?
Each SOP gets an owner and a review date, and we build a lightweight quarterly review into your close calendar.
Can documentation help with automation?
Absolutely. Well-documented processes are the fastest path to automation, because the steps, rules, and exceptions are already defined.
Ready to see your numbers clearly?
Tell us where finance feels heavy. We'll show you what's possible and where to start, with no obligation and no jargon.