Our services
Whether you know exactly what you need or just know something isn't working, we start with a conversation and build from there
Business Finance Health Check
A diagnostic session built around our 20-question scorecard. We walk through your results, identify the priority areas, and give you a clear action plan. The right starting point for most businesses.
One-Time Finance Consultation
A focused 60- to 90-minute session on a specific financial challenge. Cash flow problems, pricing confusion, understanding your P&L, preparing for a loan. Single session, defined outcome.
Cash Flow Setup and Management
We build or clean up your cash flow tracking system, establish categories, and show you how to forecast. Delivered as a structured setup engagement with a full handover session.
Bookkeeping and Records Setup
For businesses with no system or a broken one. We build the chart of accounts, set up your bookkeeping software or spreadsheet system, separate personal and business finances, and hand it over with a guide.
Monthly Bookkeeping Retainer
Ongoing monthly reconciliation, expense categorisation, and a plain-English summary of what your numbers are telling you every month. Our most comprehensive ongoing service is designed for businesses that want their books handled consistently and professionally.
Financial Reporting and Analysis
We produce and interpret your financial statements. P&L analysis, gross margin review, break-even calculation, and profitability by product or service line. Ideal for businesses with data but no clear picture of what it means.
Pricing and Profitability Review
A focused engagement on whether you are pricing correctly and which parts of your business are actually making money. One of the highest-impact engagements for businesses that feel busy but not profitable.
Cash Flow Forecasting
A 3- to 6-month forward-looking cash flow model for your business. Essential for businesses facing growth decisions, slow seasons, or loan applications. A natural next step after the cash flow setup.
Financial Systems Setup (Full)
Our most comprehensive one-time engagement. Bookkeeping setup, expense tracking, invoicing system, payment process, monthly review structure, and a full handover. For businesses that want everything built properly in one engagement.
Financial Planning and Business Budgeting
We help you build a simple annual or 6-month budget and financial plan. Revenue targets, cost planning, break-even points, savings targets. Designed for businesses that are ready to stop reacting and start planning ahead.
Start here
The free 20-minute discovery call
Most clients come in knowing something is wrong but not exactly what. That's what the discovery call is for. We listen, ask the right questions, and tell you honestly what your business needs and where to start. No obligation, no pressure.
How it works
01
Discovery call
20 minutes. You describe your situation. We listen, ask the right questions, and diagnose what's actually going on.
02
Clear recommendation
We tell you exactly which service fits your situation and why. No guessing, no upselling beyond what's needed.
03
We get to work
The engagement begins with a clear scope, clear outcome, and a defined next step. You always know where things stand.