Our Services
Startups and Early Stage
Established and Scaling
Established and Scaling
Virtual CFO Services
This service provides ongoing financial management with CFO-level expertise. By getting to know your business in depth, we become your trusted partner for managing your financials and strategic planning.
Depending on the size, complexity and strategic focus for your business, our support options include 1 day per month, 2 days per month or 1 day per week. We also have options to flex support up and down as your business goes through peaks and troughs.
Ideal for established businesses looking to scale and grow.
Consulting & Project Support
Our Consulting and Project Support services offer expert financial analysis and decision support for key projects and business initiatives. Our services are tailored to achieve specific goals within a defined timeframe.
Examples of client projects include: pricing reviews, preparation for investors, tender submissions, new market expansion, business integrations, financial process improvements and establishing a Board.
Ideal for businesses navigating a financial challenge or needing specific expertise.
Financial Health Check
Our Financial Health Check provides a comprehensive analysis of your business’s financial health. We review your financial statements in detail, identify key trends, and calculate key metrics to offer insights into your profitability, cash flow, and balance sheet strength.
You'll receive a full report covering each area reviewed, highlighting potential risks, growth opportunities, and clear recommendations to support informed decision-making and strategic planning.
Ideal for business owners wanting a thorough understanding of their financial position when preparing for a sale, attracting investors, planning a significant change, or simply for peace of mind.
Startups and Early Stage
Business Plan
Our Business Plan service provides a customised plan with market research, financial projections, and strategic objectives to support funding, plan for growth, and clarify your vision.
Perfect for startups, expansions, or investment pitches.
Impact Plan
Our Impact Plan service aligns your offerings and resources to drive purposeful, sustainable growth. Through two focused coaching sessions, we’ll develop a clear strategy and action plan.
Perfect for small business owners seeking direction and greater impact.
Financial Pulse Check
The Financial Pulse Check provides a snapshot of your business’s financial health and identifies any immediate risk areas, by reviewing your financial statements and key metrics.
Perfect for small businesses looking for fast insights into their financial health.
Coming soon…
Got questions?
We love hearing from passionate business owners and are always happy to answer your questions.