How we work

    We follow a proven five-step process that turns raw data into decisions.

    01

    Review

    We pull your data, validate it, identify mispostings and find areas of improvement. Nothing moves forward until the numbers are clean.

    02

    Tidy

    We work with your team to apply corrections. We verify everything's fed in, accounts reconcile and the data is report-ready.

    03

    Report

    We produce your monthly management accounts: P&L with comparisons, Balance Sheet, Cash Flow and KPI dashboards - all with traffic light status indicators.

    04

    Forecast

    We update your forward-looking models based on actual results. Scenarios, cash flow projections and assumption changes.

    05

    Insight

    We distill everything into 3–5 key takeaways. Each one has a 'so what', and a recommended action. Plain language, no jargon.

    The result: Board-ready reporting that's audit-grade, delivered monthly, with the kind of insight that changes how you run your business.

    What you get

    Monthly management accounts
    KPI dashboard with traffic lights
    Variance analysis and commentary
    Cash flow forecasting
    Scenario modelling
    Board-ready presentations
    Strategic recommendations
    Plain-language executive summaries

    Ready to see the difference?

    Let's talk about what Cohelm insights could look like for your business.

    Get in Touch