For small businesses that want greater visibility, financial insight and confidence in their decision-making.

Perfect if:

• Your bookkeeping is up to date

• You receive reports but don't know what they mean

• You want greater financial visibility

• You need a trusted finance sounding board

Includes

📊 Monthly Management Reporting

📈 Budget vs Actual Analysis

💰 Cash Flow Visibility

🎯 KPI Scorecard

🤝 Monthly Finance Meeting

Outcome

At the end of each month you'll know:

✅ How the business performed

✅ Whether you're meeting your targets

✅ Where cash is going

✅ What needs attention

✅ What actions to take next

For growing businesses that need proactive financial leadership without hiring a full-time Finance Manager.

Includes everything in Finance Essentials plus:

📈 Rolling Cash Flow Forecasting

💰 Budgeting & Forecasting

📊 Advanced KPI Dashboards

🔍 Profitability Analysis

🏦 Working Capital Management

📋 Financial Decision Support

🤝 Ongoing Strategic Finance Meetings

Outcome

You'll have an experienced finance partner helping you answer questions such as:

✅ Can we afford to hire?

✅ Can we invest in growth?

✅ Are we generating enough profit?

✅ What will our cash position look like in six months?

✅ Which areas of the business need attention?

• Annual Budget

• Cash Flow Forecast

• Financial Health Check

• KPI Dashboard Setup

• Profitability Review

• Finance Systems Review

• Business Scenario Modelling

• Finance Strategy Session