The Perfect Starting Point: Financial Health Check
Our Financial Health Check is the fastest way to gain clarity on the state of your financial processes. In 2–3 weeks, we’ll analyze your entire finance setup and provide a prioritized roadmap.
Financial Operations Setup
Your complete finance team, without having to recruit anyone yourself
We'll set up your finance infrastructure neatly and comprehensively, and, if needed, we'll take over your finance operations entirely as part of our Finance as a Service offering.
More than 800 customers trust torq.partners
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When financial processes can no longer keep pace with growth
Startup Without a Finance Team
You've started your business, the first revenue is coming in, but no one is handling accounting, reporting, or tax matters in a structured way. Your tax advisor is sending reminders—receipts are missing.
Scaleup with Growing Pains
Your team is growing faster than your financial processes. Excel chaos, manual data entry, and a monthly closing process that takes weeks are holding you back.
After the investor's entry
Your investor expects professional reporting, accurate figures, and GoBD-compliant processes. Your current setup doesn't provide that.
Your reporting is done in Excel
Does your monthly reporting consist of Excel spreadsheets, Shopify exports, or MRR lists—rather than accounting data? We call this "shadow reporting."
Your Scalable Finance Setup: Set It Up Once or Outsource It Long-Term?
Finance Operations Setup
Set up structures, processes, and tools
Tool Selection, Data Migration, Automation
Documentation, SOPs, Team Training
Complete Transfer
Duration: approx. 6–12 weeks
Finance as a Service
Day-to-Day Accounting, Reporting, and Controlling
Tax Advisor Communication and Compliance
Scalable as needed
No recruiting, no risk of staff shortages
Flexible model, billing based on hours worked
Your Finance Team from Day One
We'll put together a team that's perfectly suited to your needs and ready to get to work right away.
Lukas Kling
Expert in innovation management with experience in digital business models and M&A.
Previous Roles & Projects:
- Project Work | Logistics | €200 million in revenue
- Project Work | Veterinary Care | €3,000 million in revenue
- Interim Finance Manager | Executive Search Consulting | €3 million in revenue
Hanna Forsmann
Finance and tech generalist with a focus on process and accounting optimization.
Previous Roles & Projects:
- Interim Finance Manager | Digital Coaching Company
- Interim Finance Lead | Marketing Agency
- CRM & Sales Automation Specialist | B2B Wholesale Platform
60
+
Consultants
100
+
Due Diligence Processes
125
+
Technology Partners
800
+
Clients
Our Finance Operations Setup Services
Day-to-Day Bookkeeping
Accounts Receivable & Accounts Payable
Expense & Travel Expense Management
Payment Runs & Bank Reconciliation
Monthly & Annual Financial Statements
Reporting & Controlling
Development of Monthly Reporting and KPI Logic
KPI Dashboards
Cash Flow Management and Liquidity Management
Cost Control and Budget Monitoring
Processes & Tools
Tool Selection, Setup, and Data Migration
Automation of Recurring Finance Tasks
Documentation and SOPs for Scalable Processes
GoBD Compliance and Communication with Tax Advisors
Budgeting & Forecasting
Establishing Budgeting and Forecasting Processes
Rolling Forecasts and Scenario Analyses
Clear Division of Roles Between Accounting, Controlling, and the CFO
Preparing for Year-End Financial Statement Audits and Other Audits
Successful Finance Operations Setup Projects
Information Technology
Company
Interim Finance Manager in charge of accounts receivable and accounts payable
Go to the case study →
Health Care
Startups
Building Scalable Financial Structures with torq.partners and Moss
Go to the case study →
Information Technology
Startups
Interim Head of Finance establishes structures and optimizes financial processes
Go to the case study →
4 Steps to Setting Up Your Finance System
Step 1
Step 2
Step 3
Step 4
Needs analysis
We'll get an overview of your current financial setup, tools, and areas that need work. Optionally, we can start with a financial health check.
Concept & Team Structure
Based on the analysis, we put together the right team—tailored to your industry, stage, and requirements.
Hands-on Implementation
Operational work carried out directly within your tools and processes. Accounting, reporting, and controlling: everything is set up or handled on an operational basis.
Handover or Ongoing Operations
We can either hand over the setup to your in-house team, complete with documentation and training, or we can manage your finance operations on an ongoing basis as "Finance as a Service."
What We Check During This Process
- Corporate Structure and Back-Office Organization
- Core Processes: Purchase-to-Pay, Order-to-Cash, Monthly Close & Reporting
- Cash and Liquidity Management
- Payroll and Year-End Closing Processes
Results & Quick Wins
We provide a findings heat map, prioritized by impact and feasibility. Specific recommendations for action and quick wins give you a clear foundation for the next steps: setup, outsourcing, or building the capability in-house.
No more workarounds—let us set up your finance system professionally.
Together, we'll assess your current financial setup and determine whether a one-time setup or ongoing financial outsourcing makes the most sense. We'll get back to you within 24 hours.
Schedule a meeting
Roman Finke
Managing Partner
FAQ
Frequently Asked Questions
What is Finance Operations Setup?
What is the difference between Finance Operations Setup and Finance-as-a-Service?
Who is finance outsourcing through torq.partners suitable for?
How long does a finance operations setup take?
What tools does torq.partners use in its finance operations setup?