Case Study: Building a Financial Strategy

Client Success

From lacking direction to clear and focused, this is the story of how we partnered with our client, Make Reign, to build the financial strategy for their business.

How we did this...

Partnering with the leadership team, we were able to build the long term goals and necessary milestones required to get there.

Next up came recommendations to structures in order to achieve these goals, as well as actionable targets required to achieve them.

We then built reports to track progress, and met monthly to assess and readjust if necessary.

We were able to implement this financial strategy and reporting, all while Make Reign were able to continue focusing on doing what they do best. Partnering together, we brought clear focus to what success looks like, and how to get there.

Keen to get your business’ financial strategy in motion? Feel free to reach out to us to see how we can help you achieve similar goals for your business.

Picture of Chay Stockdale

Chay Stockdale

Chay is a professional accountant with eight years of experience in financial management and FP&A for the SME sector. Chay holds a CFO position for ABALOBI and is a director and shareholder within the Iridium group. Chay is well-positioned to assist businesses with their financial strategy and management.
Picture of Chay Stockdale

Chay Stockdale

Chay is a professional accountant with eight years of experience in financial management and FP&A for the SME sector. Chay holds a CFO position for ABALOBI and is a director and shareholder within the Iridium group. Chay is well-positioned to assist businesses with their financial strategy and management.
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