Services Built Around
Your Growth Stage
Five engagement models — each designed for a specific stage of business growth. Every scope is discussed and customised on a free discovery call before any commitment is made.
- Monthly financial review and reporting
- Cash flow monitoring and forecasting
- P&L, balance sheet and ratio analysis
- Strategic decision support — ongoing
- MIS setup and dashboard maintenance
- Quarterly business performance review
Virtual CFO Retainer
Most growing businesses reach a point where the accountant's quarterly report is no longer enough — but a full-time CFO is not yet justified. The Virtual CFO Retainer fills that gap. We become an embedded part of your financial decision-making, available every month to review the numbers, surface what matters, and advise on the decisions ahead.
This is not a one-time report. It is an ongoing relationship — built around your business's rhythm, your goals, and the specific financial challenges you are navigating right now.
- Full review of P&L, cash flow and balance sheet
- Key ratio analysis and benchmarking
- Cost structure and margin assessment
- Working capital and liquidity review
- Prioritised action plan with clear next steps
- One follow-up call to walk through findings
Financial Health Diagnostic
Before you can improve your financial position, you need to understand it clearly. The Financial Health Diagnostic is a structured, one-time deep-dive into your business's numbers — covering cash flow, margins, cost structure, key ratios, and working capital.
You receive a detailed report and a prioritised action plan that tells you exactly where to focus, what to fix, and what to protect. It is the fastest way to get financial clarity — and often the starting point for a longer engagement.
- Financial model build or review
- Revenue projections and scenario planning
- Investor-ready P&L, cash flow and balance sheet
- Unit economics and key metric preparation
- Fundraising narrative and financial story
- Due diligence preparation support
Fundraising & Investor Readiness
Walking into an investor meeting without investor-ready financials is one of the most avoidable ways to lose a raise. We prepare your numbers, projections, and financial narrative so that every document you put in front of an investor is clear, credible, and holds up to scrutiny.
This includes building or reviewing your financial model, aligning your projections with your business story, and preparing you for the financial questions you will be asked — so you walk in with confidence, not uncertainty.
- MIS report design and setup
- Monthly management reporting template
- Cash flow tracker and forecast model
- KPI dashboard with key business metrics
- Profitability and cost centre tracking
- Team handover and documentation
Financial Systems & MIS Dashboards
Most SMEs do not have a financial reporting problem — they have a financial reporting structure problem. The numbers exist, but they are scattered across spreadsheets, accounting software, and one-off reports that no one reads consistently.
We design and build the MIS infrastructure your business needs — monthly management reports, cash flow trackers, KPI dashboards, and cost monitoring tools — so that the right people always have the right numbers at the right time, without having to ask for them.
- Scoped project brief and clear deliverables
- Pricing strategy and margin analysis
- Expansion or market entry financial modelling
- Profitability improvement framework
- Cost optimisation and restructuring advice
- Decision support with data-backed recommendations
Strategic Advisory
Not every financial challenge requires a monthly retainer. Sometimes you have a specific, high-stakes decision to make — and you need structured, expert thinking for a defined period of time, with clear deliverables at the end.
Strategic Advisory engagements are scoped around your specific need: pricing strategy, expansion planning, profitability improvement, cost restructuring, or any other business decision where financial analysis will shape the outcome. Every engagement starts with a clear brief and ends with actionable, data-backed recommendations.
Let's Figure It Out Together
Every engagement starts with a free 30-minute discovery call. No pitch, no pressure — just a conversation to understand your business and whether we are the right fit.