Our offering for Small and Medium Businesses, including startups
We offer a broad range of finance services
to support your business.
Being flexible and catering our service offering to your needs is key to us.
Outsourced CFO Services
We provide a full suite of CFO services to take the burden out of your shoulders and help you stay focused on your core business.
As your outsourced CFO, we work with you and your team to coordinate on all financial planning, reporting and compliance aspects of the business:
- Business Plan preparation or review
- Budgeting & Forecasting
- Financial Accounting & Reporting
- Corporate Governance
- Management Accounting
- Treasury Management
Financial Due Diligence
Buy side: We help investors to get a better understanding of what they intend to purchase - in terms of quality of earnings, financial position, underlying assumptions and financial risks.
- Review of financial models and forecasts
- Red flag analysis (financial / legal)
- Financial risk identification
- Review of comparable transactions
Sell side: We also support start-ups and SMEs in their own preparation of the due diligence process, getting them ready to answer the though questions and challenges that may come their way.
- Dataroom collection and organization
- Preparation or review of financial models
- Due Diligence Questionnaire support
- Communication with potential investors
Internal Controls & Process Improvements
We help companies streamline their processes and identify gaps in their internal controls, allowing them to understand where their operations could be more efficient and where risks lie in their financial processes.
- Process Mapping & Streamlining
- Accounting Software Setup & Implementation *
- Data Transfer & Integrations
- Preparation of Internal Controls Matrix
- Policies & Procedures update
* Xero is our preferred accounting software for SMEs.
Finance Services on-demand
Do you have specific needs not covered above?
Or do you have occasional / non-recurring work you would need support with?
We tailor flexible solutions for each business and their needs, hoping to help you build long-term value and bring positive changes that provide growth opportunities.
