Process Mapping

& Reviews

By mapping your processes correctly, we will show you exactly how and when these tasks occur, helping to structure and clarify your financial operations.

process

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The Genus team combines cutting-edge technology, data expertise and a client focused approach to our services, helping you maximise efficiency and reduce risk.

What is process mapping?

As part of our process mapping and reviews service, our team will carefully analyse your existing financial processes and controls, uncovering inefficiencies, duplication, and potential vulnerabilities.

We help you lay the groundwork for sustainable growth and success. This means mapping your processes from beginning to end, helping you understand what works and what does not.

When we uncover inefficiencies, risks, or issues, we provide considered, practical recommendations to solve them. These will include replacing or enhancing existing processes and introducing new software.

How it works

Financial operations are a complex web of processes for a growing business. By mapping your processes correctly, we will show you exactly how and when these tasks occur, helping to structure and clarify your financial operations.

  • Identifying issues or bottlenecks: If your processes are bogged down in certain areas, we can help reveal these bottlenecks and help you streamline to improve quality, speed and efficiency.
  • Improving accuracy: Inaccurate or inconsistent information can severely affect a business’s bottom line. Process mapping and analysis promotes consistency, reducing errors and boosting the accuracy of financial data.
  • Promoting transparency: Effective process mapping helps everyone see the big picture, fosters better communication, and highlights crucial areas for improvement, from data entry to financial management and training gaps.
  • Accountability and compliance: A process map establishes clear responsibilities for every financial task. This means greater accountability and compliance with financial regulations.
Alicia-Williams

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Finance Director & CFO
Services

A finance lead brings a uniquely qualified financial understanding, ensuring the business stays as close as possible to its intended path in the future.

How can we help?

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Management Reporting
& Accounts

Using award-winning cloud software, the Genus team regularly transforms facts and figures into insightful reports, enabling you to grow your business confidently.

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Cash flow
Forecasting & Budgeting

Cash flow is the lifeblood of your business, and we can help you create a dependable budget and interactive forecast. These can inform business decisions and enhance your Management Information.

Cashflow Services

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Software
Solutions

Software Solutions is a service that enables businesses to work smarter, not harder. We work with you to design and improve your business systems, providing a fully bespoke service.

Explore Software

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Data Analytics
Services

In today’s data-rich environment, financial data holds the key to smarter business decisions. But numbers alone don’t tell the whole story.

Explore Your Data

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Finance Team Training

An experienced in-house team may be the most efficient way to manage your finance function – but your in-house team might not have the experience or confidence required. That’s where our finance team training can help.

Finance Training

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Xero Training
& Support

Genus is proud to be a Xero Platinum Partner and is one of the top 2% of Xero partners in the UK for clients and certified advisors.

About Xero Training

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Converting to Xero

When it comes to managing accounts, payroll, and related business responsibilities, we believe Xero offers the most flexible and insightful platform for businesses.

Convert to Xero

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with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.