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OUR SERVICES

Are you a newly incorporated company seeking to establish and organise your financial footing? Our services offer a comprehensive solution to guide early stage businesses through the initial steps of establishing a strong financial foundation:

Services include:

 

  • Setting up accounting software to ensure compliance with the latest regulations

  • Support with banking facilities

  • Group structuring

  • ERP implementation

  • Software integration

  • Expense management systems

  • Establishing a financial leadership structure to support growth
     

Start-up / Early Stage

If you are a growing business looking to establish a robust and efficient finance function, we offer support in laying the groundwork for financial success and sustainability.

Services include:

  • Establishing systems, processes and reporting functions

  • Integrating data sources

  • Organisational structure

  • Implementing financial controls

  • Optimising month-end close processes

  • Quarterly financial reporting

  • Bookkeeping support

  • Traditional accounting services (compliance)

Establishing A Finance Function

Are you seeking clarity and actionable insights from your financial data? We provide businesses with the insights necessary to make informed decisions, optimise performance, and drive growth.

Services include:

  • Monthly financial reporting

  • Management packs (three statement financials, KPI analysis, variance analysis, strategic insights and risk assessments)

  • Attendance and presentation of reports at Board meetings

  • Business intelligence (BI) tools and visual dashboards

  • Cash flow forecasts

  • Rolling forecasts

  • Annual budget preparation

  • Budget vs actual reports

  • Re-budgeting exercises (3+9, 6+6, 9+3 impact of actuals plus revised budget)

  • Operational review reports and identifying KPIs

  • Optimising existing processes to drive operational efficiencies

  • Debt covenant compliance reporting

Financial Management Reporting

Our strategy and accelerated growth services are centred around businesses looking to invest in growth, obtain financing and / or streamline operations. We collaborate with you to develop financial strategies that align with your business objectives. We find opportunities for growth and create roadmaps for implementation.

Services include:

  • Financial modeling

  • Financial planning and analysis (FP&A advisory)

  • Working capital management

  • Sensitivity and variance analysis

  • KPI review and optimisation

  • Capital budgeting analysis (ROI, payback periods, NPV, IRR and other metrics)

  • Operational and divisional analysis

  • Headcount optimisation

  • Investment planning and readiness

  • Fundraising support

  • Investor relations

  • Divestment planning

  • Educational training and up-skilling of finance teams

Strategy and Accelerated Growth

Are you a growing business in need of strategic financial guidance but not ready to commit to a full-time hire? Our fractional CFO services offer the perfect solution for accessing high-level financial expertise when you need it.

Services include:

  • Strategic financial advice

  • Financial leadership and management

  • Supporting and advising on key strategic decisions

  • Driving efficiency and technological advancement

  • Identifying and evaluating partnerships to enhance market position and growth prospects

  • Recruitment support

  • Enhancing the financial literacy of the business

  • Managing external stakeholder relationships

  • Customised solutions

Fractional CFO / FD Services

We offer tailored support to businesses looking to prepare for sale or raise investment. We help navigate through these transformational events with services spanning across the lifecycle of the transaction.

Services include: 

  • Vendor assistance

  • Dataroom management

  • Optimising working capital

  • Maximising business value

  • Identifying potential integration synergies and risks

  • Preparation of carve-out financial statements

  • Transaction support

  • Transaction risk assessments

  • Deal structuring

  • Sale or investment preparations

  • Pitch decks, information memorandums and fundraising support

Exit Planning, Investment Readiness and Deal Advisory

Whatever stage your company is at, we offer a range of solutions to help drive your business forward.

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