Service
Business Advisory & CFO Support
Budgets, cash flow forecasts and the regular conversation that keeps a business on track.
Most owners do not need a monthly report so much as someone to think with. We build the budget and cash flow forecast, track actual performance against it, and meet with you regularly to work through pricing, margins, hiring and investment decisions before they are made.
What's included
- Budgets and rolling cash flow forecasts
- Profitability and margin analysis
- Pricing and break-even modelling
- KPI reporting and quarterly review meetings
- Finance applications and lender liaison
- Business purchase and sale due diligence
What you get out of it
Cash flow visibility
Know what your bank balance will look like in three months, not just what it was last month.
Better decisions
Test a price rise, a new hire or an equipment purchase on paper before you commit the cash.
Someone in your corner
A regular meeting with an adviser who knows your business and will tell you what they actually think.
Questions we get asked
Quarterly suits most businesses, monthly if you are growing quickly or working through a difficult patch. We will recommend a cadence and you can change it at any time.
The information on this page is general in nature and does not take your personal circumstances into account. Speak with us before acting on it.
Let's talk about your numbers
Book a free 20-minute conversation. We'll tell you honestly whether we can help, what it would involve and what it would cost — before you commit to anything.