Small to medium-sized businesses often face a common challenge: strong products, loyal customers and revenue growth, but an operating model that has not kept pace.
As complexity increases, financial visibility weakens, roles become unclear, costs creep, and management teams can lose sight of the drivers of growth, margin and performance.
Addressing these issues requires understanding where value is created, where it is leaking, and how finance, operations, people and management disciplines work together.
Our Data, Dashboards & Decisions framework brings this together: reliable data, clear performance visibility, and better decisions that drive sustained action.
This is where we come in.
Our unique background as Chartered Accountants and Management Consultants allows us to deliver complete Reporting & Analytics capability to our customers.
I have spent the past 10 years running & improving professional service firms reporting & analytics functions. During this time, I noticed the same problems occurring over and over again; a lack of defined data in management reports leading to frustration and indecision by management. This led me to develop the “Data, Dashboards & Decision making” framework we use at Wingspan Finance to solve for this recurring problem.
Daniel Evans, Founding Partner
I have spent the past 10 years helping businesses improve performance by understanding the real drivers of value. My work spans strategy development, procurement, disciplined cost management, KPI and organisational design, and helping teams perform at their best. The symptom is often the same: a founder or management team with strong products, loyal customers and real growth, but limited clarity on what is actually driving margin, execution and performance. The root cause can vary; unclear strategy, weak accountabilities, poor incentives, unmanaged cost, or teams working hard against the wrong priorities. My team & I work with you to identify where value is created, where it is leaking, and how to build the disciplines needed to grow with more control, confidence and profitability.
James Gardner, Founding Partner
I have spent the past 10 years helping businesses improve performance by understanding the real drivers of value. My work spans strategy development, procurement, disciplined cost management, KPI and organisational design, and helping teams perform at their best. The symptom is often the same: a founder or management team with strong products, loyal customers and real growth, but limited clarity on what is actually driving margin, execution and performance. The root cause can vary; unclear strategy, weak accountabilities, poor incentives, unmanaged cost, or teams working hard against the wrong priorities. My team & I work with you to identify where value is created, where it is leaking, and how to build the disciplines needed to grow with more control, confidence and profitability.
James Gardner, Founding Partner
At Wingspan Finance, our mission is to enhance our clients’ lives by equipping them with the tools and processes to become more effective decision-makers.
Our solution? To deliver our clients a complete, robust and in house Reporting & Analytics capability without the need for additional ongoing resources.
We have 3 underlying principals to our delivery:
Every business is different, and every executive has their own approach. We collaborate with you to tailor the framework and reports to fit your business and your preferred methods of operation.
We aim to make you and your team self-sufficient long term by involving you in the design process and prioritising skill transfer for independent management of Reporting & Analytics post-departure.
We work to maximise the value of your existing systems, improving the way they are used before recommending any new software or technology investments.
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