Finance Operations & Control

Structure. Accuracy. Confidence in the number

As your business grows, so does the complexity behind the scenes.

From reconciling accounts and improving internal controls to delivering board-ready reports, solid financial operations are the backbone of strong decision-making. Without them, growth creates confusion, not clarity.

At Lock & Ledger, we take care of the detail, so you can focus on running the business. We embed systems, controls, and processes that ensure your finance function is not only accurate but adds real strategic value.

How We Deliver

Month-End Reporting Pack & Board Dashboards

Designed for clarity, timeliness, and business relevance

Audit Preparations & Liaison

From working papers to answering auditor queries, we handle it all.

Supplier Spend Reviews

Helping you improve margins through better purchasing and payment terms.

Balance Sheet & Ledger Reconciliations

Ensuring the numbers are right, every month, not just at year end.

Internal Process Reviews

Identifying gaps, tightening control, and improving how finance runs.

Confidence In Your Numbers

We make sure everything balances, reconciles, and reflects the true position of your business. No more chasing errors at year-end or second-guessing your results. We build confidence into every financial report.

Management Reporting & KPIs

We produce insightful, board-level financial reporting packs with clear KPIs, P&Ls, balance sheets, and cash reporting, giving you clarity on how the business is performing.

Accounting System Oversight

Whether you're using QuickBooks, Xero, Sage or another platform, we make sure your finance system is set up to deliver what you need, with clean data and automated processes.

Benefit: Decisions backed by timely, accurate financial data you can rely on.

Control Over Risk & Compliance

Poor financial controls don’t just affect cash flow, they can lead to lost revenue, audit issues, or reputational damage.

We ensure that your business has the processes and protections in place to scale securely.

Internal Controls & Audit Readiness

We embed clear procedures across your finance function, ensuring that audits are smooth, errors are minimised, and everything stands up to external scrutiny.

Year-End Accounts & Audit Support

We manage your year-end process from start to finish: ensuring full reconciliation, preparing working papers, and liaising with external auditors to deliver a clean and timely outcome.

Benefit: Stronger governance, reduced risk, and less stress come year-end.

Financial Efficiency & Process Improvement

The finance function shouldn't just report what happened, it should help the business run better.

We streamline financial workflows, eliminate duplication, and identify where better systems or automation can save time and money.

Supplier & Procurement Strategy

We introduce scorecard systems, negotiate better terms, and monitor supplier performance, ensuring your spend supports your profitability.

Process Development & SOPs

We document and optimise core financial processes, improving consistency, reducing errors, and freeing up your time.

Benefit: A smarter, more scalable finance function that supports growth.

Is Finance Operations and Controls Right for You?

If you're spending too much time fixing finance problems, chasing reports, or trying to explain numbers that don’t add up—it’s time to strengthen your foundation.

This service is ideal if you:

Lack time or resource to complete reconciliations and month-end properly
Want to speed up or simplify your year-end accounts and audit
Need stronger internal controls to support scaling operations
Are planning for investment or finance team growth and need solid systems in place

With Lock & Ledger, your finance operations will run efficiently, securely, and with full alignment to your wider business goals.