The outsourced finance department built for SJP practices.
Finance operations, treasury control, AP, AR, payroll, adviser remuneration, leadership reporting, compliance, systems and Finance Director-level oversight — delivered as one accountable function.
Every supplier, every payment, every transaction, every report. Accounted for.
Mahant exists so principals are not carrying finance risk in their inbox, in one employee’s head, or inside disconnected spreadsheets.
Finance failure rarely announces itself. It quietly compounds.
Late reporting, unchecked spend, unclear receivables, broken adviser remuneration and unmanaged supplier payments do not just create admin problems. They create principal risk.
Errors in salary, bonus or statutory filings create immediate operational pressure.
Complex models need someone who understands the SJP practice environment.
Supplier runs, direct debits and bank activity need ownership.
Corporate cards need reporting, reconciliation and policy control.
Receivables, payables and cashflow need to be live, not historical.
Principals need clarity before decisions, not after them.
A complete finance department, not outsourced admin.
Most providers sell a task. Mahant runs the function: operational finance, treasury control, payroll, reporting, systems, compliance and Finance Director-level oversight, shaped around your practice.
Finance Operations
Bookkeeping, journals, reconciliations and month-end close.
Accounts Payable
Suppliers, invoices, approvals, payment runs and controls.
Accounts Receivable
Charging, invoicing, debt monitoring and collections visibility.
Treasury Control
Bank administration, cashflow, direct debits and payment governance.
Corporate Cards
Spend reporting, coding, policy control and reconciliation.
Payroll & Reward
Payroll, adviser splits, bonuses, statutory pay and filings.
Leadership Reporting
KPI packs, commentary, management information and analysis.
Systems Infrastructure
Accounting software, data flows, integrations and process design.
The detail is not the back office. It is the control system.
Clean books, controlled payments, reconciled cards, reliable ledgers and live cash visibility are what make meaningful reporting possible.
We work inside the operating reality of an SJP practice.
No generic template. We integrate with your SJP platforms, accounting software, adviser charging model, internal registers and reporting rhythm.
Day-to-day practice data, registers and reporting inputs handled with SJP context.
Client and adviser data aligned to finance operations and reporting needs.
Submissions, servicing, charging and process activity understood end to end.
Accounting software administration, chart of accounts and ledger control.
Feeds, payments, card reporting, coding and spend governance.
Workflow improvements, data links and automation opportunities identified and managed.
Not just records. Direction.
Bookkeeping tells you what happened. Mahant turns that into a controlled finance operation: cashflow visibility, spend oversight, accurate payroll, useful reporting and early warning when something needs attention.
That is the difference between outsourced admin and an outsourced finance department.
Real sample reporting. Anonymised, modernised and built for practice leadership.
The sample reporting pack demonstrates the type of leadership MI Mahant can produce: executive summaries, operational performance, advisory finance, flow and assets, anonymised adviser analysis and Consumer Duty servicing risk.
The visuals are illustrative, anonymised and website-safe. They show the standard of reporting output clients can expect from a finance function that controls the numbers and explains what they mean.
All sample visuals are anonymised/redacted and used only to demonstrate report structure and capability.
Executive summary: headline KPIs, commentary and priority movements.
Flow & assets: inflows, FUM, segment movement and commercial trends.
Adviser performance: fully anonymised production analysis.
Consumer Duty: servicing backlog, review risk and FUM-at-risk reporting.
Eight disciplines. One accountable function.
Each discipline is useful alone. Together, they replace the fragmented finance setup most practices are forced to tolerate.
Finance Operations
The accounting engine kept clean throughout the month.
- Bookkeeping
- Journals and reconciliations
- Month-end close
- Ledger discipline
Accounts Payable
Supplier obligations controlled from invoice to payment.
- Supplier records
- Invoice processing
- Payment runs
- Approval controls
Accounts Receivable
Charging and receivables managed with visibility.
- Client/adviser invoicing
- Debt monitoring
- Receipts allocation
- Collections support
Treasury & Banking Control
Payments, cards and cash movements under control.
- Bank account administration
- Corporate card oversight
- Spend reporting
- Payment governance
Payroll & Remuneration
Payroll and adviser remuneration run to your model.
- FPS and EPS filings
- Splits and bonuses
- Student loans/statutory pay
- Pre-run sign-off
Leadership Reporting
Useful numbers for leadership, not reports for storage.
- Monthly packs
- KPI reporting
- Analysis and commentary
- Forecasting support
Systems & Data Infrastructure
Accounting software and data flows kept fit for purpose.
- Software oversight
- Chart of accounts
- Bank feed controls
- Process automation
Compliance & Practice Change
Accounts, returns, audits, transfers and acquisitions supported.
- Annual accounts
- HMRC/ONS/pension returns
- Audit support
- Transfers and acquisitions
The finance work stops living in scattered inboxes.
Invoices, supplier payments, card spend, bank movements, bookkeeping, reconciliations and software housekeeping are brought into one controlled process with clear ownership.
Less dependency. More certainty.
The service is designed around the outcomes principals actually care about.
A function that does not stop.
Sickness, holidays, resignation or one laptop failure should not interrupt payroll, payments or reporting.
The numbers arrive before the meeting.
Reporting is built around leadership rhythm, so principals are not making decisions in the dark.
Spend and cash are visible.
Banking, cards, suppliers and receivables are monitored through a controlled process.
Built to switch over without chaos.
We map your existing process, document the function, run alongside your current setup, then take ownership once the process is proven.
Discovery
We understand your practice, systems, charging model, payroll rhythm and reporting requirements.
Mapping
We document processes, access, ledgers, approvals, cards, bank accounts and reporting sources.
Parallel Run
We operate alongside the existing setup so outputs can be checked before full handover.
Live Function
We take ownership with agreed cadence, controls, service rhythm and communication.
Bespoke, because every practice runs differently.
We scope the finance function and quote one fixed monthly fee based on the work we are taking off your desk. The result is predictable cost, clear ownership and no fragmented suppliers.
Request a scoped quoteTypical engagement coverage
- Finance operations
- Accounts payable
- Accounts receivable
- Bank administration
- Corporate cards
- Supplier payments
- Payroll
- Adviser remuneration
- Cost recovery
- Cashflow monitoring
- Leadership reporting
- Annual compliance
- Audit support
- Software oversight
- Systems integration
- Practice acquisitions