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 transformation
When financial processes and tools no longer fit the company's needs
We optimize financial processes, modernize tools, and prepare finance teams for the next phase of growth.
More than 800 customers trust torq.partners
Four Signs That the Finance Setup Is Reaching Its Limits
Processes That Don't Scale
The monthly closing takes weeks, manual workarounds are keeping things afloat, and every change in the business pushes the finance team to its limits.
A Tool Landscape Without a System
Tools that aren't compatible. Data is transferred manually, interfaces are missing, and no one has a clear overview of the system landscape.
Reporting That Doesn't Enable Decision-Making
Reporting provides numbers, but no insights. KPIs are poorly defined, reports are late, and management makes decisions without a solid foundation.
An organization without clear responsibilities
Who handles accounting, who handles controlling, and who reports to whom? Roles are unclear, the dual-control principle exists only on paper, and knowledge is tied to individual employees.
Why torq.partners—and not just handle it yourself?
Freelancer
Right away, but alone
No backup
2–3 Favorite Tools
Capacity limit
Matching within 24 hours
100% Guaranteed Coverage
Internal Quality Assurance and Project Management
Seamless Transition
Flexible model, no risk
Internal Structure
3–6 months until operational
Termination = structural gap
Tool-naive
Hiring Lag
Fixed Costs + Overhead
Experienced finance professionals
Our finance transformation teams are made up of experienced experts who analyze processes and implement them operationally.
Kathy Recknagel
A hands-on, user-centered accountant specializing in German tax law.
Previous Roles & Projects:
- Interim Head of Accounting | Digital Healthcare Company
- Head of Accounting | Venture-building company, including spin-offs
- Interim Senior Accountant | E-Scooter Sharing Startup
Can actively post to: DATEV Rewe, NetSuite, Agenda
Sebastian Thesenvitz
Expert in accounting and controlling processes for startups at various stages.
Previous Roles & Projects:
- Interim Head of Finance | €12 million in revenue
- Head of Finance, Sparring Partner | Consulting Firm | >€10 million in revenue
- Year-End Closing Support | Fashion Companies | >€25 million in revenue
Can actively post to: DATEV Rewe, MS NAV / BC, Sage
60
+
Consultants
100
+
Due Diligence Processes
125
+
Technology Partners
800
+
Clients
Our Finance Transformation Services
Process Optimization for Accounting and Financial Reporting
Restructuring of Monthly and Annual Financial Statement Processes
Optimization of Accounting and Consolidation
Use of Artificial Intelligence to Eliminate Manual Workarounds
Preparation of verifiable, audit-ready financial statements
Redesigning Reporting & Controlling
Development of Monthly Reporting and KPI Logic
Investor and Management Dashboards
Rolling Forecasts and Scenario Planning
Implement Budgeting and Forecasting Processes
Tool Modernization & System Integration
Digitization, Automation, and Review of AI Use
Tool Selection, Setup, and Data Migration
Establishing and Securing Interfaces Between Systems
Documentation and SOPs for Sustainable Operations
Organization & Governance
Clear Division of Roles Between Accounting, Controlling, and the CFO
Establishing a Functional Dual-Control Principle
Identifying manual or outdated workflows that limit scalability
Empowering the internal team through training and a structured handover
Successful Finance Transformation Projects
Financials
Company
Seamless interim financial management during the transition phase
Go to the case study →
Health Care
Investors
Interim CFO optimizes cash flow, investor reporting and toolstack
Go to the case study →
Health Care
Startups
Building Scalable Financial Structures with torq.partners and Moss
Go to the case study →
4 Steps to Financial Transformation
Step 1
Step 2
Step 3
Step 4
Financial Health Check
Analysis of existing financial processes, tools, organizational structure, and data quality. The result is a prioritized roadmap that includes quick wins and strategic measures.
Concept & Prioritization
Based on the findings, we will work together to determine what to tackle first: Which processes to optimize, which tools to replace, and which roles to clarify?
Operational Implementation
Our team takes a hands-on approach to driving the transformation: redesigning processes, implementing tools, building interfaces, and setting up financial statements properly—all directly within the existing systems.
Transfer or Renewal
Documentation, SOPs, and training for the internal team. The Finance department will continue to operate independently, at a new level. We will remain available for ongoing support upon request.
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.
Financial processes that can keep pace with growth
Scalable Finance-
Infrastructure
Standardized monthly reporting, an integrated KPI framework, and a finance stack that grows with the company.
Transparency at the Investor Level
Reliable monthly reporting, dashboards for investors and management (cash, profitability, KPIs), and auditable financial statements.
Risk Mitigation
Early-warning system for deviations and liquidity risks. Audit-ready monthly and annual financial statements. Reliable figures instead of gut feelings.
Clear Responsibilities and Speed
Defined ownership across all finance functions. Lean, scalable processes that can withstand growth or exits.
Time for a finance update? Let's figure out how we can help.
During a brief initial consultation, we'll assess where your finance department currently stands and explore what a transformation might look like in practice. This consultation is free of charge and non-binding.
Schedule a meeting
Alina Nauen
Managing Partner
FAQ
Frequently Asked Questions
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