What we offer
Three service tiers. Clear scope. No surprises.
Who it's for
Businesses that have no idea where their money goes each month — and are tired of guessing.
What you get
Monthly one-page management report (P&L vs budget, 3–5 KPIs, plain-English commentary), delivered by the 10th of each month. Includes Xero review and async email support. No calls.
Deliverable format
PDF report delivered via email. Clean, simple, and designed to be read in under five minutes.
Outcome
"You'll know exactly how the month went and what to watch next month."
Who it's for
Businesses that are ready to stop reacting to their finances and start planning ahead with confidence.
What you get
Everything in Clarity, plus: rolling 13-week cash flow forecast, budget vs actuals tracking, KPI dashboard (Fathom or Spotlight), and a monthly 60-minute strategy call to walk through it all.
Deliverable format
Live dashboard (Fathom or Spotlight Reporting) plus monthly call. You'll always know where you stand.
Outcome
"You'll see problems before they happen and have a plan to handle them."
Who it's for
Businesses that want a finance brain embedded in their operation — not a monthly report, but a genuine strategic partner.
What you get
Everything in Control, plus: weekly availability, scenario and growth modelling, capital and investment planning, and ad hoc financial analysis as situations arise.
Deliverable format
Embedded partnership. We work alongside your team with the depth and availability of an in-house CFO.
Outcome
"Finance stops being a bottleneck and becomes a competitive advantage."
One-off add-ons
Available to any client, or as a standalone engagement.
All new clients, once. Covers setup, templates, KPI framework, and baseline month. Ensures we start from a clean, clear picture.
Full year budget built with you, once per year. Revenue projections, cost planning, and scenario modelling for the year ahead.
Pricing reviews, acquisition analysis, funding prep, or anything outside your monthly scope. Billed hourly, quoted upfront.
Questions