Our Services

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.

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.

Grow Your Vision

Not sure which package fits your needs? Book a free consultation, and we’ll recommend the best option for your stage of business.

Contact

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