Our Services
Strengthening financial foundations. Supporting collaboration. Enabling purposeful, strategic growth.
We offer three core services designed to strengthen financial foundations while improving visibility, sharpening decision-making and supporting intentional growth.
Tailored CFO & Advisory Services
Strategic partnership for ambitious, purpose-driven organisations.
Our fractional CFO service gives you senior financial leadership without the full-time cost — supporting your business through high-growth phases, acquisitions, investment readiness or strategic transformation.
How We Support You
- Strategic partnership with founders and boards
- Forecasting, budgeting & scenario modelling
- Cashflow visibility and working-capital optimisation
- Board-ready reporting & KPI development
- Investor & exit readiness
- Acquisition support and integration planning
- Strengthening valuation through better data and narrative
- Guidance through transformation or rapid growth
- Strategic alignment across teams and functions
Strategic Outcomes
- Faster, more confident scaling
- Stronger valuations and investor trust
- Successful acquisitions & integrations
- Clearer financial narrative for stakeholders
- Robust foundations for long-term resilience
Operational Support
Building efficient, collaborative, scalable financial operations.
We help businesses strengthen processes, reporting, controls and systems so they can grow with confidence and clarity.
How We Support You
- Month-end acceleration & reporting enhancement
- Process and workflow redesign
- Controls & documentation
- Profitability and cashflow improvement
- Mentoring & developing finance teams
- Technology enablement (ERP, PSA, Xero ecosystem, automation tools)
- Integration support following acquisitions
- International expansion operations (processes, controls, reporting)
Strategic Outcomes
- Clean, reliable financial data
- Scalable systems that enable growth
- Better alignment across teams
- A finance function ready for the future
Management Accounts Review & Oversight
Senior-level clarity for small businesses who want confident decision-making.
This service is ideal for SMEs who manage day-to-day bookkeeping internally or through a bookkeeper — but want expert oversight, interpretation and guidance each month.
How We Support You
- Independent monthly review
- Explanation of trends, movements & risks
- Practical, actionable recommendations
- Early identification of issues
- Optional quarterly strategic review
- Supportive space for questions & discussion
Strategic Outcomes
- Better business decisions driven by reliable insight
- Early issue identification
- Reliable, meaningful numbers