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Governance

Insights, guidance and technical updates for business owners navigating growth, governance and technology.

Featured Insight

Lewis Finlay Insights 001 - Institutional Knowledge Risk.png

When Institutional Knowledge Becomes a Risk
Issue 001 | June 2026

The systems, processes and controls that growing businesses need before they automate.

This executive briefing explores why institutional knowledge becomes a business risk, why process clarity matters before automation, and how governance supports reliable outcomes.

Themes:
Business Systems | Governance | AI & Automation

In this Insight:

  • Why knowledge in people’s heads creates risk

  • The six questions that determine process reliability

  • Why governance comes before automation

  • A practical automation readiness framework

Recent Articles

Short practical commentary on business, systems, tax and governance.



What Audit Taught Me About Running Businesses

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Years spent reviewing businesses reveal common patterns that separate resilient organisations from those that struggle to scale.

 

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Governance Before Automation


Coming soon

Effective automation begins with clear accountability, documented processes and well-defined decision points. Governance provides the framework that allows technology to deliver consistent outcomes.
 

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Technical Updates

Recent tax, regulatory and legislative developments.

Latest

15 June 2026

AML | CTF Regime commencing on 1 July 2026 for Accountants & Advisors, here's how it impact our services

  • More stringent identification verification when assisting on some services.

  • Increased compliance burden and costs of providing services.

Read update →

20 May 2026

When should you review your governance framework?

  • Governance should evolve as businesses grow in size and complexity.

  • Policies, delegated authority and internal controls should be reviewed regularly.

  • Strong governance supports better decision-making and reduces operational risk.

Read update →

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Business Systems​

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Have questions about what this means for your business?

Every business is different. Whether you're planning for regulatory change, reviewing your business systems or considering automation, we're happy to discuss what these developments mean for your circumstances.

Let's talk about your business.

Can't find what you're looking for? Let us know. We regularly publish new insights based on the questions our clients are asking.

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Contact

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