Financial Consulting & Advisory
Know your numbers and what to do about them.
Most small businesses undercharge, overspend and don't find out until cash is tight. In focused working sessions, we go through your finances with you, show you where the money goes and set up a routine you can run yourself. We teach, you do.
Who This Is For
If you're busy but not sure you're profitable, if you set your prices by instinct, or if you can't say what next month's cash looks like, these sessions give you the answers and the tools to keep them up to date.
Owners who want to understand and control their own finances, without handing them over.
Best for
What's Included
Service Scope
• Liquidity analysis
• Cash flow review and forecast
• Profitability, debt and operational efficiency
• Setup of a budgeting app and how to use it
• Cost and profit analysis of your services
• Review and improvement of your prices
• Organisation of your accounts payable and receivable
Note: This is a consulting service. It does not include ongoing bookkeeping, daily entries or chasing payments. For that, see Accounts Payable & Receivable.
Analysis, pricing and profitability, with reports you can keep using.
Why It Matters
Revenue can grow while profit shrinks. Once you can see the cost and margin of each service, pricing and spending decisions get much easier, and you stop relying on the bank balance to tell you how the business is doing.
A clear view of which work makes money.
What most businesses are missing
How It Works
Our process
Step 1
Preparation
You share your recent figures and the questions you want answered.
Step 2
Working sessions
We analyse the numbers together and agree on the changes.
Step 3
Handover
You leave with reports, a pricing review and a routine to follow.
