Finance support that fits where your business is today
Choose a single service or combine several. Each one is scoped in writing, delivered on a fixed timetable and reviewed with you.
Virtual CFO services
Senior finance leadership on a part-time basis. We take ownership of how your business is measured, planned and controlled, and sit with you when the big decisions are made.
What is included
- Monthly performance review with the owners or management team
- Cash-flow and working-capital planning
- Budgets, forecasts and scenario analysis
- Design and review of financial controls
- Support with banks, investors and lenders on financial information
- Decision support on pricing, hiring, capex and expansion
A good fit for
- Businesses that need CFO-level thinking but not a full-time CFO
- Founders who want an independent view of the numbers
- Companies preparing for expansion, borrowing or investment
MIS and management reporting
A consistent monthly report that tells you how the business performed, why, and what needs attention. Built around the decisions you make, not around the trial balance.
What is included
- Monthly MIS pack in an agreed, consistent format
- KPI dashboard covering revenue, margins, costs and cash
- Budget versus actual and month-on-month variance analysis
- Commentary on the drivers behind the numbers
- Segment, product, branch or outlet-level reporting where data allows
A good fit for
- Owners who receive accounts but not insight
- Multi-location and multi-product businesses
- Teams that need one version of the numbers each month
Financial planning and analysis
Plans that hold up to scrutiny. We build budgets and forecasts from the real drivers of your business, and models you can use to test decisions before you commit to them.
What is included
- Annual budget built from operational drivers
- Rolling forecasts updated with actual performance
- Three-statement financial models
- Scenario and sensitivity analysis
- Business plans for lenders, investors or internal approval
A good fit for
- Growing companies planning the next 12 to 36 months
- Businesses raising debt or equity
- Management teams evaluating major investments
Accounting and financial reporting
Reliable reporting starts with clean books. We set up and oversee a disciplined monthly close so the numbers you review are complete, reconciled and on time.
What is included
- Review and oversight of bookkeeping
- Bank, vendor, customer and inter-company reconciliations
- Month-end closing calendar and checklist
- Chart of accounts and cost-centre design
- Support in preparing financial statements and audit schedules
A good fit for
- Businesses with an in-house accountant who needs senior review
- Companies whose books are always running behind
- Owners preparing for a statutory audit or due diligence
Scope note. We support the preparation of financial information. Statutory audit and attest work are carried out only by independent, appropriately qualified auditors and are not part of our services.
Taxation and compliance coordination
We keep compliance from becoming a monthly fire drill. We maintain your compliance calendar, prepare the underlying financial data, and coordinate with qualified tax professionals for filings and representation.
What is included
- Compliance calendar covering GST, TDS and statutory due dates
- Data preparation and reconciliation for GST and TDS returns
- Coordination with your chartered accountant or our partner professionals
- Review of the tax impact of business decisions with your tax advisor
A good fit for
- Businesses that want finance and compliance to work from the same numbers
- Owners who are tired of chasing multiple service providers
Scope note. Tax filings, opinions and representation before authorities are carried out by professionals who are legally eligible to provide them. The exact arrangement is confirmed in your engagement letter.
Business advisory
Focused projects for specific questions. Which products, customers or outlets make money? Should we open the next location? What happens to margins if we change pricing?
What is included
- Profitability analysis by product, customer, channel or location
- Cost review and optimisation opportunities
- Unit economics and pricing analysis
- Expansion and new-location feasibility
- Financial diagnostics of an existing business
A good fit for
- Businesses growing revenue without growing profit
- Owners weighing a significant investment or expansion
Not sure which service you need?
Describe the problem in a few lines and we will suggest a scope and the right level of support.