A project gives you clarity at a point in time. A partnership keeps it current.
Our advisory subscriptions provide ongoing financial monitoring, strategic guidance, and decision support on a fixed monthly fee. No hourly billing, no surprise invoices — just a structured partnership designed around how much your business depends on financial oversight.
Fixed monthly fee. No hour billing. No surprise invoices. Pricing is based on how much your business depends on financial oversight — not how many hours we log. Every tier includes a dedicated review, written reporting, and direct acess between calls.
Monthly performance monitoring, cash flow control, and financial health checks.
Monthly financial reviews, cash flow monitoring, and key metric tracking. You get a written summary and a review call each month — so you always know where your business stands financially.
Designed for business owners who want steady financial visibility without a full-time finance hire. Think of it as a monthly financial health check with someone who knows your numbers.
Growth modeling, margin optimisation, and capital allocation for businesses ready to scale.
Everything in Financial Oversight, plus active forward-looking strategy. Growth scenario modeling, margin optimisation, and capital allocation advisory for businesses at an inflection point.
This goes beyond monitoring into strategic partnership. You get someone who understands your numbers deeply and helps you plan what’s next — whether that’s scaling, entering new markets, or restructuring costs.
Full budgeting, forecasting, executive financial decisions, and board-level strategic oversight.
The highest tier of advisory. We function as your outsourced CFO — leading budgeting, forecasting, executive financial decisions, and providing board-level strategic oversight.
For companies that have outgrown basic financial monitoring and need someone leading the finance function. You get a senior financial partner who manages your financial model, prepares investor or board reports, and is available weekly for decision support.
| Features | Financial Oversight | Strategic Finance Partner | Virtual CFO |
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Monthly financial review (revenue, costs, cash flow, variances) |
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Cash flow monitoring (actual vs projected, early warnings) |
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Basic KPI tracking against agreed metrics |
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Written monthly report |
Summary |
Strategic report with recommendations |
Executive report |
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Advisory meeting |
Monthly (30–60 min) |
Bi-weekly (60–90 min) |
Weekly or bi-weekly |
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Email support between calls |
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Updated dashboard metrics |
If Applicable |
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Monthly call with documented action items |
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| Features | Financial Oversight | Strategic Finance Partner | Virtual CFO |
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Growth scenario modeling and what-if analysis |
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Margin optimisation (cost reduction and revenue improvement opportunities) |
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Capital allocation advisory (where to invest, when to hold back) |
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Competitive and market context |
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Capital Allocation Advisory |
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Ad-hoc financial analysis for specific decisions as they arise |
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Scenario models and decision frameworks as needed |
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Strategy call notes with documented decisions and action items |
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| Features | Financial Oversight | Strategic Finance Partner | Virtual CFO |
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Annual budgeting process (build, review, and monitor) |
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Rolling quarterly forecasts based on actuals |
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Board reporting and investor update preparation |
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Executive decision support for major decisions |
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Stakeholder communication support (investors, banks, partners) |
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Weekly or bi-weekly calls with CEO/founder |
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Ongoing financial model maintenance |
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An accountant focuses on compliance, bookkeeping, and tax reporting. Our services focus on financial strategy, forecasting, performance monitoring, and decision support. We work alongside your accountant to provide forward-looking financial leadership.
A full-time CFO is a fixed executive cost. Our subscription model gives you structured financial leadership without the long-term employment commitment. You receive executive-level financial oversight scaled to your business needs.
Financial Oversight is ideal if you need financial control and visibility.
Strategic Finance Partner is suited for businesses actively growing or investing.
Virtual CFO is designed for companies scaling, raising capital, or requiring executive-level financial leadership.
We can help you determine the right fit during an initial consultation.
Yes. Ongoing advisory engagements typically require a minimum commitment of 3 month to ensure strategic continuity and measurable impact.
Yes. Plans can be adjusted as your business evolves. Many clients move from Financial Oversight to Strategic Finance Partner as growth accelerates.
No. We do not replace your accountant. Our role is strategic financial oversight, modeling, forecasting, and executive advisory.
Depending on your plan, this includes structured financial review, reporting analysis, scenario modeling (if applicable), and scheduled strategy sessions. You receive ongoing advisory support aligned with your business objectives.
We focus on financial governance and strategic oversight rather than daily operational management. The Virtual CFO tier includes deeper executive integration and decision support.
Yes, if the business has defined revenue drivers and strategic clarity. However, our services are best suited for SMEs with active operations or growth plans.
Yes. The Strategic Finance Partner and Virtual CFO tiers include investment evaluation, capital structuring, and investor communication support.
We work with SMEs across sectors where financial structure, capital discipline, and performance visibility are critical to sustainable growth.
We begin with a strategic consultation to understand your financial structure, growth objectives, and operational model. From there, we recommend the appropriate engagement tier.
Leverage AI-powered algorithms to uncover growth opportunities and pinpoint potential challenges.
