Core

Best for small businesses that need structure and oversight.

• • Monthly financial review
• • Cash flow oversight
• • Review of bookkeeper work
• • Basic management reporting
• • Month-end checks & controls

Optimiser

For growing businesses needing hands-on financial management.

• • Monthly management accounts & insights
• • Budgeting and forecasting
• • Cash flow planning
• • Variance analysis
• • Liaison with accountants & auditors
• • Ongoing financial guidance

Executive

Senior-level financial leadership without a full-time hire.

• • CFO-style strategic support
• • Business planning & growth modelling
• • Board / founder reporting
• • Funding & expansion support
• • Scenario planning and risk management