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Food retail

Retainer

6 months

The month-end close that fit in one week

A bakery group with twelve shops cut its monthly close in half by fixing the inputs, not the finance team.

Client

Cobble and Rye

Sector

Food retail

Duration

6 months

Result

Close: 11 working days to 5

Illustration of a month calendar with eleven days collapsing to five

The situation

The finance team worked hard, but each close started with chasing shop managers for numbers. Eleven working days passed before the owners saw a result.

What we did

  • Moved the shop cut-off to the second morning of the month, with a checklist.

  • Replaced three spreadsheets with one template.

  • Agreed a short monthly review so surprises surfaced early.

The numbers

By month four the close took five working days. The owners now see margins by shop in the first week, which changed which products they promote.

Package used: Retainer, 6 months, one add-on. In the calculator that scope lands around €19,800. Prices on this site are placeholders and every client in this case note is fictional.

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Wren Halloway

Fractional operations consulting for small teams, with prices you can see before you book.

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