This Month's Feature:
Beyond Bookkeeping:
Business Process Solutions
More Than Just Accounting
At DFG Advisory, we go beyond traditional bookkeeping. We sit inside your business to identify and fix process breakdowns — transforming not just how you account, but how you operate. Our Business Process Solutions (BPS) are built for businesses that need real, scalable infrastructure.
Why Most Firms Can't Do This
Delivering true BPS requires a rare combination: deep accounting knowledge, genuine technology competence, and a practical understanding of how businesses actually run. Most advisory firms have one — DFG Advisory brings all three.
Three real examples of how DFG transforms how businesses operate — not just how they account.
From automating reconciliation across 20+ bank accounts for a trading platform, to designing formal claims processes for growing businesses, to AI-powered grant mapping for education providers — DFG's BPS practice delivers measurable operational change.
Combined with our broader finance function work including CFO advisory, FP&A, payroll, and compliance, DFG Advisory is your end-to-end finance partner.
Three Real Examples of
Business Transformation
DFG Advisory doesn't just record what happened — we sit inside businesses to identify where processes break down and rebuild them. Here are three real examples of how our Business Process Solutions team transformed how our clients operate.
Case 2: First Formal Claims Process
A fast-growing business had never formalised its internal claims and approvals workflow. Staff were submitting expenses inconsistently, with no clear approval lines. DFG designed the company's first structured claims process — built specifically for their current stage of growth — with defined approval hierarchies and audit-ready documentation.
Case 1: Daily Reconciliation for a Trading Platform
A trading platform managing 20+ bank accounts and digital wallets had no reliable way to separate client assets from company funds. DFG designed and automated a daily reconciliation process that segregates funds in real time — giving leadership full visibility and ensuring regulatory compliance every single day.
20+ bank accounts & digital wallets — reconciled and automated daily
