Our Services
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Fixed fee pricing
Bookkeeping & Financial Recordkeeping
We maintain accurate, up-to-date books so you always know where your business stands.
Outcomes
What’s Included:
- Transaction categorisation
- Bank, credit card, and payment gateway reconciliations
- Month-end close support
- Balance sheet and P&L preparation from your bookkeeping data
- Maintaining clean ledgers and audit-ready files
Management Reporting & Dashboards
We turn your bookkeeping data into meaningful insights through customised management reports.
Outcome
Deliverables:
- Monthly reporting packages
- Cash tracking dashboards
- KPI tracking and financial health snapshots
- Trend reporting and performance commentary based strictly on bookkeeping data
Financial
Operations Support
We help streamline how money flows through your business with smoother processes.
Outcome
Support Areas:
- Accounts payable workflows
- Accounts receivable workflows
- Expense approval processes
- Digital finance system setup (e.g., Xero, QuickBooks, Dext, Hubdoc)
- Monthly process optimisation
Cash Flow Tracking & Forecast Support
We help you monitor cash movement, understand upcoming obligations, and maintain control of your operating runway.
Outcome
Includes:
- Cash/revenue tracking tools
- Operating cash flow projections (non-CPA, non-audited, internal use only)
- Payables and receivables tracking
- Practical recommendations to support liquidity
Advisory-Lite: Financial Insight & Business Support
We provide practical business insight rooted in your numbers — helping you understand financial performance and plan ahead.
Outcome
What we provide:
- Interpretation of bookkeeping-based reports
- Scenario planning using non-regulated internal models
- Budget support
- Operational recommendations to improve financial performance
How we work
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Discover
We audit your financial processes.
Clean and Clarify
We organize and verify your books
Structure Reporting
Dashboards + reports tailored to your growth.
Action and Support
Strategic insights that guide your decisions.