Our Services
Our Service Packages
1
Foundation
Business Planning
Perfect for startups and growing businesses that need a clear financial roadmap and growth strategy. Includes:
-
Business plan writing & development
-
Financial forecasting
-
Budget & cashflow planning
-
Investor-ready reporting
-
Email support for finance queries
Ideal for: business owners seeking clarity, funding, and strategic direction
2
Growth
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.
3
Strategic
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.
Forecasting / Budgeting
Creating and implementing your company's annual budget alongside monthly / quarterly forecasting.
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.
Financial Reporting
Developing standardized financial reporting packages for your business with KPIs / dashboards, data analysis, and board materials.
Financial Coaching
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.
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 here and we'll recommend the best option for your business.
Contact
Like what you see? Get in touch to learn more.