Our Services
Our Service Packages
Basic Package
Bookkeeping Essentials
Perfect for small businesses that need accurate, stress-free books and compliance. Includes:
- Monthly bookkeeping
- AP & AR tracking
- Payroll
- Monthly financial statements
- Email support for finance queries
Ideal for: business owners who want clean books and peace of mind.
Standard Package
Controller Support
For growing businesses that need a partner to ensure accuracy, oversight, and better decision-making:
- Month-end close
- Cashflow management
- Budget creation & variance analysis
- Custom dashboards with key KPIs
- Regular finance review call
Ideal for: owners who want control and clarity over their numbers.
Premium Package
Fractional CFO
Your on-demand finance leader, strategic guidance without the full-time cost of hiring a CFO.
- Strategic financial planning & forecasting
- Analysis & margin improvement
- Fundraising and investor-ready reporting
- Board-level packs and presentations
- Ongoing advisory support
Ideal for: business owners ready to scale and improve margins.
Controller / CFO
Helping businesses to operate efficiently and become more profitable. We position your business best for growth and success by strengthening financial analytics, controls, and processes.
Financial Planning
Strategic financial planning is the foundation of a business’s future success. Implementing a clear roadmap for your company’s future aligns your team around common goals.
Controller / CFO
Coaching sessions are available to coach and support business owners and junior staff in advancing their financial knowledge / skills. Beneficial to facilitating a seamless transition to an in-house team.
Forecasting / Budgeting
Creating and implementing your company’s annual budget alongside monthly / quarterly forecasting.
Financial Reporting
Developing standardized financial reporting packages for your business with KPIs / dashboards, data analysis, and board materials.
Operational Review
Operational review of your business to review current processes and provide recommendations to maximize efficiency.
Grow Your Vision
Not sure which package fits your needs?
Book a free consultation and we’ll recommend the best option for your business.
Contact
Like what you see? Get in touch to learn more.