Program overview
Cost Allocation Logic
We organize management accounting setup as a metric-driven engagement with defined checkpoints, enabling clear improvements efficiently.
First week activities
- Executive sponsorship and objective alignment
- Current treasury data and process audit
- Diagnostic agenda confirmation
90 min
CFO briefing session
2–3 scenarios
Validated per engagement
1 owner
Assigned per control element
Assess
Current visibility and forecast accuracy.
Design
Models and governance with CFO input.
Deploy
Executive review and internal transfer.
Signals we monitor
- Standardized cost framework deployed
- Operational-financial alignment achieved
- Internal ownership established
Structured Progress Reporting
Each milestone includes quantified findings and implementation status.
“We now have consistent numbers that accurately reflect operational performance.”
Roles Benefiting Most
These positions drive sustained management accounting discipline.
Finance Leadership
Establish consistent reporting standards.
CFOs
Gain reliable insight into operational profitability.
Operations Teams
Align financial controls with production realities.
Controllers
Implement accurate cost tracking.
Core Components
Diagnostics, model design, integration, and transfer form a disciplined sequence.
Assessment Sessions
Structured reviews identifying current strengths and improvement areas.
Transfer Training
Documentation and guidance for ongoing framework maintenance.
Engagement Scope
Programs integrate diagnostic review, framework design, and deployment support tailored to CFOs of mid-sized companies in services and trade.
- Current State Analysis
Evaluation of existing cost allocation and performance reporting practices. - Data Flow Mapping
Documentation of operational-financial data connections and gaps. - Consistency Assessment
Identification of variations in methodology across units. - Control Framework Review
Alignment of processes with governance and approval requirements.
Deliverables
Outputs enable clear executive communication and independent operation.
- Executive summary for Management Accounting Setup
- Standardized cost allocation model
- Performance review templates
Sustainability Resources
Materials support independent management accounting operation.
- Recorded sessions
- Executive presentation
- Template library
- Framework maintenance guide
Progress Indicators
Performance measured across consistency, timeliness, and adoption.
- Capability: teams can explain the new way of working.
- Assets: templates, briefs, and dashboards are versioned and shared.
- Cadence: recurring ceremonies lock in the habit.
Delivery Process for Management Accounting Setup
Implementation
Supported rollout with training and initial cycle review.
Design
Construction of standardized framework with leadership input.
Review
Analysis of current practices and identification of key drivers.
Validation
Testing against historical data and operational scenarios.
Discuss Cost Allocation Logic
Share context about current initiatives and we will suggest the right sprint format.
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