What We do

CFO Advisory

Strategic Planning

  • Design of profitable and competitive business models
  • Financial modelling and projections
  • Goal setting, allocation of resources
  • Analysing feasibility, desirability, risk and value of projects

Growth Acceleration

  • Financial health-check – pinpointing issues and devising solutions
  • Equity and debt financing
  • Mergers and acquisitions, due diligence
  • Finance team organisation – evaluation, recruitment, training


  • Accounting policy design, interpreting accounting standards for complex transactions
  • Preparation for an annual audit – especially if it is your first
  • Liaising with investors and regulators on your behalf

Controller Services

Reporting & Analysis

  • Trend reports monitoring performance with insightful analysis – to measure accurately and timely how your business is doing
  • Customised management and board reporting with detailed commentary
  • Review of financials to ensure compliance with the relevant standards and regulations

Planning & Management

  • Cash flow and cost planning & management
  • Dynamic budgeting and forecasting
  • Tax planning and maintaining compliance

Technology & Processes

  • Financial and accounting process review and streamlining
  • Accounting system upgrade – software implementation, set-up, training and maintenance

Transactional Services


  • Bookkeeping – maintenance and reconciliation of general ledger journals
  • Monthly financial statements – balance sheet, income statement, cash flow
  • Monthly management reports


  • Accounts payable (paying bills)
  • Accounts receivable (invoicing clients)
  • Payroll administration
  • Expense reimbursement
Fee Estimate

Request A Complimentary Consultation

Let’s schedule a 30-minute call to discuss how we can help your business succeed.

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