Controlling Excellence
Accurate numbers. Structured processes. No extra headcount.
When key decisions rely on scattered spreadsheets or incomplete reports, it’s time to bring structure and clarity to your numbers. We set up and run planning, budgeting, and reporting processes that improve financial control.
Our support scales with your needs – and helps build the financial clarity needed for growth, funding, or exit.
Get the numbers you and your stakeholders can trust.
Expertise & Capacity
We strengthen your team with senior specialists – adding missing skills, increasing capacity, and bringing structure to planning, analysis, and reporting
Strategic, External Perspective
We challenge the status quo, eliminate blind spots, and design controlling structures that support growth, scalability, and company value
Practical Results
We don’t just advise – we implement. You get clear improvements, not just recommendations or theoretical roadmaps.
Flexible Cooperation
Whether you need help for a few weeks or long-term support, we adjust to your pace, team size, and internal resources.
Controlling Services Tailored to Your Business, Needs, and Maturity
Controlling Process Audit & Design
Financial Modeling & Reporting
Part-Time Controlling Services
Transaction Readiness & Value Building
Controlling Process Audit & Design
We analyze and redesign your internal controlling and reporting setup to ensure clarity, structure, and relevance in decision-making.
What it is
- A structured audit of your internal financial and controlling processes,
- Mapping current logic, structure, and routines across planning and reporting,
- Delivery of actionable recommendations and future-state design.
Typical client situation<
- Financial processes and reporting have grown organically and lack consistency,
- Excel files circulate between departments with no clear logic or ownership,
- Decisions are delayed or based on outdated or incomplete information.
Scope of engagement
- Full audit of existing reporting, budgeting, and internal finance workflows,
- Review of KPI logic, data flows, file structure, and user needs,
- Delivery of process improvements and tools.
How we deliver
- Consulting engagement, typically fixed-price,
- Kickoff workshop, stakeholder interviews, process mapping,
- Final roadmap document, optionally followed by implementation or support.
Clear financial insights through structured reporting
Elimination of chaos and Excel dependency
Ready-to-implement roadmap for process improvement
Financial Modeling & Reporting
We design and build Excel-based financial tools – from forecasting and profitability analysis to investment and valuation models.
What it is
- Custom-built financial models tailored to your structure, goals, and context,
- Excel-based, pragmatic, and always delivered with clarity,
- Built to support real decisions, not impress with complexity.
Typical client situation
- You need a business plan, valuation, or investment case for stakeholders,
- Budgeting or profitability analysis is done ad hoc and lacks structure,
- Current Excel tools are overgrown, fragile, or depend on one person.
Scope of engagement
- Forecasting, budgeting, break-even, scenario, or valuation models,
- Management reporting packs with dynamic summaries,
- Input from your team, combined with our logic and automation.
How we deliver
- Time & materials or fixed-price depending on complexity and clarity of scope,
- Delivered in close contact with you, often in iterations,
- Documentation and optional handover session or support.
Reliable models tailored to your business reality
Smarter decisions through structured financial logic
Elimination of fragile, one-person Excel tools
Part-Time Controlling Services
We provide flexible, external controlling capacity – to help you monitor performance, improve reporting, and make better decisions.
What it is
- Ongoing support from experienced controllers, tailored to your needs,
- Delivered remotely or hybrid, with transparent scope,
- No headcount required.
Typical client situation
- You lack internal controlling or reporting capacity,
- You need regular insight into profitability, performance, or costs,
- You want better control without hiring full-time.
Scope of engagement
- Recurring reports (monthly, quarterly), business reviews, ad-hoc analyses,
- Cost center reporting, support for planning and budgeting cycles,
- Tailored dashboards or summary packs, often in Excel.
How we deliver
- Retainer model with flexible monthly scope,
- Often combined with one-off work (T&M) when needed,
- Transparent communication, short notice period.
Expert controlling without increasing headcount
Clear monthly insights into costs and performance
Flexible support tailored to your business needs
Transaction Readiness & Value Building
We help you prepare for investment rounds, succession, or exits – by building the financial clarity and structure that create valuation and trust.
What it is
- Strategic financial advisory focused on reporting, readiness, and credibility,
- Delivered as ongoing support or structured preparation project,
- Combines controlling, storytelling, and investor expectations.
Typical client situation
- A transaction (investment, exit, succession) is planned in the next 6–36 months,
- Internal numbers are hard to explain, incomplete, or poorly structured,
- You want to improve valuation and reduce DD risk before going to market.
Scope of engagement
- Audit of current reporting, KPIs, and forecasting/budgeting tools and processes,
- Design and implementation of investor-ready controlling structures,
- Identification and classification of one-off items for EBITDA normalization,
- Support in applying legitimate accounting treatments (e.g. cost capitalization) – to improve transparency, optimize results, and strengthen valuation multiples,
- Pre-DD cleanup, simulations, stress tests, and messaging support,
How we deliver
- Retainer-based engagement with time & materials for extra work,
- Can be delivered as a standalone project or a focused variant of part-time controlling services,
- Senior advisory involvement, high trust, full confidentiality.
Stronger valuation through investor-ready financial structure
Reduced DD risk with clean, credible reporting
Strategic prep 6–36 months before transaction
If your team spends more time fixing numbers than using them, you don’t have a controlling process – you have a reporting crisis.
Why Companies Rely on Modern Controlling
Behind every predictable, scalable business is a controlling system that actually works. It brings discipline to data, speed to decisions, and focus to value creation.
Reliable, Structured Data
From raw inputs to management-ready information
Clean, categorized, and validated data is the bedrock of reliable analysis. With proper governance and logic tailored to your business model, controlling turns scattered numbers into strategic assets.
Your benefits:
Efficiency That Pays Off
Less manual work, more business value
Controlling helps you streamline internal processes, automate reporting, and improve how resources are used. The result? Lower costs, faster insights, and time for what matters.
Your benefits:
Clear Goals, Real Plans
Structure your ambitions and track progress
Budgeting and forecasting shouldn’t be rituals. Done right, they support dynamic strategy, not just financial hygiene. Controlling makes it possible to compare plans vs actuals – and act fast when things drift.
Your benefits:
Enhanced Decision-Making
Make smarter decisions every day
You can’t steer the business blind. Controlling delivers relevant, timely, and actionable insights – so that every level of the organization can make smarter calls, faster.
Your benefits:
Risk Anticipation, Not Just Reaction
Spot threats before they escalate
With the right KPIs, variance analysis, and modeling tools, controlling becomes a radar — detecting issues before they hurt performance.
Your benefits:
Investor-Ready Financials
Build credibility where it counts
Well-structured controlling isn’t just for internal clarity – it’s what external stakeholders expect. Lenders, investors, and partners trust companies that know their numbers and own their story.
Your benefits:
One team, many angles — finance, reporting, technology, and value growth.
Find out how a single partnership can make your business better.
We work transparently
and we care about your trust
In case it’s your first time dealing with outsourcing in finance, please read the answers to questions that often arise at the beginning of the journey.
If you have any additional questions, don’t hesitate to reach out to us.
Am I obligated to a long-term contract?
Everything, of course, depends on the scope and scale of cooperation, but usually – no.
With long-term cooperation we act flexibly, you can terminate the contract with us with a one-month notice period.
What kind of customers do you provide services to?
Throughout our several years of experience, we have served clients from every sector of the economy and countless business models. As a result, we find it easy to deliver added value to any type of business.
However, we have the most experience in serving clients in IT, Healthcare, Retail & E-Commerce, Recycling & CleanTech, Business Services, Packaging, Media & Publishing industries.
Am I assigned a dedicated representative for outsourced financial & controlling services?
We assign you to a dedicated Manager who will work with you to understand your business’s unique needs. And, we can help your business no matter where you are located.
Our day-to-day services are virtual, meaning we can connect with you via email, video conference, and/or phone.
Of course, if we jointly decide that there will be added value from physical meetings, we are always happy to visit your place of business.
What qualifications do your employees hold?
We are a quite uniquely composed team of people with experience as a strategic advisor, CFO, financial controller, data analyst, database solution architect, BI-class reports developer.
This is extremely important, because with our holistic approach we provide added value at every stage of the creation of valuable management information.
How expensive are your services?
Certainly our services will cost you less than hiring a professional (or more than one) to cover the competencies you need.
Furthermore, we do not expect a company laptop, car, smartphone, fruity Thursdays and other benefits.
On top of that, the scope and thus the cost of working with us can scale as your organization’s needs grow. With us, you don’t have to hire a full-time analyst, financial controller or even a CFO right away.