Services
Financial expertise that grows with you business
From reliable monthly bookkeeping to strategic finance and Fractional CFO support, I provide financial expertise that can grow with your business — giving you the level of support you need today, with deeper financial insight available as your business develops.
Bookkeeping and Accounting
Accurate books. Clear reporting. A stronger financial foundation.
Good financial decisions start with reliable numbers. I provide ongoing bookkeeping and accounting support for small and growing businesses that want more than basic transaction processing. The goal isn't simply to keep your books up to date. It's to build accurate, useful financial information that helps you understand how your business is performing — and provides the foundation for forecasting, profitability analysis and strategic financial advice as your needs grow.
- Monthly bookkeeping and account reconciliation
- Month-end close and financial reporting
- Accounts payable and receivable oversight
- Management accounts and performance reporting
- QuickBooks and Xero support
- Ongoing financial review and guidance
Budgeting & Forecasting
Plan ahead with greater confidence and fewer financial surprises.
A good budget should be more than a set of numbers prepared once a year. I help businesses build practical budgets and forecasts that connect financial performance with the decisions they need to make. By combining historical results with realistic assumptions about revenue, costs, cash flow and growth, we can create a forward-looking financial picture that helps you understand where the business is heading — and identify potential issues before they become problems.
- Annual budgeting and financial planning
- Rolling forecasts and regular forecast updates
- Cash flow forecasting
- Revenue and expense modeling
- Scenario and sensitivity analysis
- Budget-to-actual reporting and variance analysis
Strategic Finance and FP&A
Forecasting, budgeting, KPIs, performance analysis and decision support.
Strong financial planning and analysis is the engine of confident decision-making. I help you build the forecasting, budgeting, and reporting infrastructure that keeps leadership aligned and focused on what matters.
- Annual budgeting and rolling forecasts
- KPI design and performance dashboards
- Variance analysis and management reporting
- Business unit and product-line profitability
- Capital allocation and investment analysis
- Three-statement financial models
Profitability and Pricing
Margin improvement, pricing strategy and customer profitability.
Pricing is one of the highest-leverage decisions in any business — yet most businesses leave significant margin on the table. I bring specialist expertise in pricing strategy and profitability analysis to help you charge what you're worth and keep more of what you earn.
- Pricing strategy and structure
- Gross margin and contribution analysis
- Customer and product profitability
- Cost structure review and optimisation
- Pricing model design
- Confident Pricing Academy resources
Finance Transformation
Better reporting, systems, processes, automation and controls.
As businesses grow, their finance functions often can't keep up. I help you build a finance function that's fit for purpose — with the right systems, processes, and controls to support the next stage of growth.
- Finance function assessment and roadmap
- Accounting systems selection and implementation
- Process automation and workflow improvement
- Internal controls and governance
- Reporting infrastructure and data quality
- Team structure and capability building
Fractional CFO Services
Ongoing senior financial guidance without the cost of a full-time CFO.
Many growing businesses need CFO-level thinking but aren't ready — or don't need — a full-time hire. As your Fractional CFO, I provide the strategic financial leadership your business needs on a part-time, flexible basis.
- Cash flow management and forecasting
- Board and investor reporting
- Strategic planning and scenario analysis
- Financial risk management
- Banking and lender relationships
- Executive decision support
Not sure which service fits your situation?
Let's have a conversation. I'll help you identify the right level of financial support for your business today - and where better financial insight could take you next,