Foundation

Designed for businesses that need structure and consistency in their finance function.

Establish Control & Reliable Financial Data

• Dedicated Accounts professional embedded in your business
• Core bookkeeping and transaction processing
• Payroll, payables and receivables management
• Bank and balance sheet reconciliations
• Foundational financial reporting

Ideal for businesses that need structure, consistency, and reliable financial data as a foundation for growth.

Financial Clarity

For business owners who need clear visibility, stronger financial control and confidence in their decisions.

Turn Your Numbers into Decision-Ready Insight

Everything in the Foundation, plus:

• Initial CFO-led strategy session and business diagnostic to identify visibility gaps and priorities
• Structured monthly reporting aligned to business performance
• Cash flow visibility and ongoing tracking
• Service-level profitability insight
• Reporting designed to support decision-making
• Ongoing oversight to ensure consistency, accuracy and relevance

Best for business owners who want financial clarity and a finance function that supports how they lead and grow.

Financial Oversight & Strategy

For business owners who want ongoing financial leadership, forward visibility and confidence in every major decision.

CFO Partnership & Strategic Financial Leadership

Everything in Financial Clarity, plus:

• Monthly CFO-led insight and strategy sessions focused on performance, risks and opportunities
• Advanced reporting and forward-looking forecasting
• Financial decision support across hiring, pricing and growth
• Ongoing optimisation of your finance function as the business evolves
• Direct access to your CFO for timely input and guidance
  
  Perfect for business owners who want ongoing financial leadership and a finance function that actively supports growth.