Kori Partners
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Operational & Management Advisory

See the problem while you can still fix it.

When management information arrives late or cannot be trusted, problems surface after they have already cost you. We build the reporting, controls and compliance routines that let you run the business from numbers you believe.

We are brought in when the owner can no longer see the business clearly, month to month.

Reporting

Monthly close, reliable statements, a management pack

Compliance

Tax, INSS and payroll on a calendar, not by surprise

Decisions

Budgets, forecasts and KPIs management can act on

Control

Routines that let the business run without heroics

Why teams bring us in

The problem usually shows up in one of four ways.

Each starts as a symptom, carries a real operating consequence, and has a specific thing we change.

01

You find out too late

Symptom

Margin, cash or cost problems surface weeks after they happen, in numbers that arrive slowly.

Consequence

By the time you can see it, the damage is done and the options are worse.

What Kori changes

We put a monthly close and management pack in place so problems appear while you can still act.

02

The numbers can’t be trusted

Symptom

Reports disagree, reconciliations are behind, and every question triggers a fire drill.

Consequence

Decisions get made on gut feel, and lenders or investors discount what they are shown.

What Kori changes

We fix the close, reconciliations and reporting so the numbers are reliable and repeatable.

03

Compliance is a series of surprises

Symptom

Tax, INSS, payroll and filings are handled reactively — when a deadline or a problem appears.

Consequence

Avoidable penalties, wasted management time, and risk that compounds quietly.

What Kori changes

We build a compliance calendar and monthly review, so obligations are known in advance, not discovered.

04

The owner is the finance function

Symptom

Growth has outrun the routines; the owner still holds the detail in their head.

Consequence

The business cannot scale, and it stalls whenever that person is unavailable.

What Kori changes

We design the routines, controls and finance-team model that let the business run without heroics.

How the work runs

What we investigate, do, and hand over.

We start by mapping what happens today, then build the routines that close the control gap.

What we investigate

  • Your current close and reporting process
  • Reconciliation and data quality
  • Compliance obligations and the calendar
  • Roles, controls and systems in finance

What we do

  • Build the monthly close and management pack
  • Set reconciliation and control routines
  • Create the compliance calendar and payroll process
  • Design dashboards and the finance-function model

What you receive

  • Monthly management pack and KPI dashboard
  • Close checklist and reconciliations
  • Tax / compliance calendar and tracker
  • Process maps and a finance-function plan

Decisions that become easier afterwards: whether margins are holding · where cash is going · what to fix this month · whether you are compliant before the deadline · when to hire in finance. Where regulated tax opinions are required, we coordinate with specialists rather than acting as them.

Start free

See how disciplined your compliance routine is today.

The Tax Calendar & Compliance Checker scores your monthly tax, payroll and filing routine in a few minutes and shows the specific gaps to close. The tool shows the gaps; we build the routine that closes them.

Who this is for

Built for the point where the business has outgrown its routines.

Growing SMEs whose reporting has not kept up
Owner-led businesses professionalising finance
Companies preparing for lenders or investors who need clean information
Businesses running compliance reactively

Get a finance function you can run from.

Start with a free check, or bring the problem directly — late numbers, reactive compliance, or an owner buried in detail — and we will build the routines that fix it.

Discuss with Kori