Services

Practical financial support
matched to your business need

Start with a focused project or build an ongoing finance routine. Scope and fees are quoted after we understand the records, complexity and outcome required.

Discuss your requirements
01

Financial Health Check

For an owner who wants clarity before committing to ongoing support.

A one-off diagnostic review of the latest accounts and supporting schedules. We assess performance, cash flow, working capital, reporting quality and key financial controls.

Explore the Financial Health Check →
  • Red/amber/green issue summary
  • 60–90 minute findings meeting
  • Prioritised practical action plan
02

Management Reporting

For an SME with accounting records but limited management insight.

Regular reports that explain the numbers, what changed, why it matters and the action management should consider.

  • Monthly P&L and balance-sheet review
  • Cash position, receivables and payables
  • Core KPIs and management commentary
03

Cash-Flow & Working Capital

For a business facing collection or liquidity pressure.

A practical forward view of cash so management can prioritise collections, plan payments and identify funding needs early.

  • 13-week cash-flow forecast
  • Collection and payment priorities
  • Scenario analysis and update cycle
04

Profitability & Costing Review

For a business that needs profit visibility by operational driver.

Contribution and allocated-profit analysis by the dimension that matters to the business, subject to data availability.

  • Profit by customer, project or service
  • For transport: truck, driver, route or trip
  • Methodology, data exceptions and recommendations
05

Accounting System Review / Setup

For unreliable records, a migration or reporting gaps.

We strengthen the accounting foundation so the business can close its books consistently and produce useful information.

  • Chart of accounts and opening balances
  • Reconciliation and month-end process
  • User roles, selected SOPs and implementation support
06

Finance Manager Support

For a growing SME needing experienced, ongoing finance oversight.

Broader monthly support that helps the owner follow through on reporting, forecasts, controls and management priorities.

  • Budget, forecast and variance analysis
  • Management follow-up and control improvements
  • Coordination with bookkeepers, tax agents and auditors
07

SME Financial Management Training

For SME owners, managers and accounts staff who want practical financial skills.

Online and in-person courses, workshops, learning materials and subscription-based learning focused on applying financial information in day-to-day SME decisions.

  • Live courses and practical workshops
  • Worked examples, Excel templates and learning materials
  • Monthly or annual learning subscriptions and Q&A support

Clear scope before work begins

Every engagement or training enrolment is confirmed in writing. Consultancy reports provide management information and are not an audit, assurance opinion, tax submission or legal service unless separately agreed. Training is practical educational content and is not an accredited academic or professional qualification.

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