Services

Everything a finance department does, without the department.

Choose a single service or hand over the whole function. Either way, one accountable team owns the outcome.

01

Bookkeeping

A dedicated accountant maintains your ledger weekly: categorisation, reconciliation, accruals and documentation kept audit ready at all times.

  • Weekly reconciliations
  • Chart of accounts design
  • Historic clean up
  • Document vault

02

Monthly close

Financials that arrive on the fifth business day with written commentary, variance analysis and the three statements that matter.

  • P&L, balance sheet, cash flow
  • Variance commentary
  • KPI dashboard
  • Board ready pack

03

Back office

The operational plumbing of a finance department, run without a hire: payroll cycles, vendor payments, collections and invoicing.

  • Payroll administration
  • Accounts payable
  • Accounts receivable
  • Vendor management

04

Advisory

Forward looking work with a partner who already knows your numbers: budgets, runway, pricing models and tax season readiness.

  • Budget and forecast
  • Runway modelling
  • Tax coordination
  • Entity structuring

Engagements

Scaled to the stage you are actually at.

Pre revenue to $500k

Foundation

Clean books, quarterly reviews and tax ready statements for a lean operation.

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$500k to $5M

Ascent

Full bookkeeping, five day monthly close, payroll and AP and AR under one retainer.

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$5M and beyond

Summit

A managed finance function with controller oversight and advisory sessions each month.

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Tell us where the books stand today.

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