Account and Finance
- Bookkeeping
- Business Valuations
- Consulting Services
- Financial Modelling
- Financial Reporting
- Virtual CFO Services
It begins with a discovery call where we deeply understand your specific problem. We will then provide a detailed proposal outlining our approach, timeline, and investment. This ensures complete transparency and alignment before any work begins.
Consulting projects are typically scoped separately and billed either as a fixed fee for a defined project or on an hourly basis. This is distinct from our recurring bookkeeping or Virtual CFO subscription packages, allowing you to access deep expertise exactly when you need it.
Our consulting is bespoke and designed to address specific challenges or opportunities. This can include process improvement for your finance function, implementing new accounting software, advising on business restructuring, guiding you through mergers or acquisitions, or providing expert witness services for legal disputes.
Yes. All our financial reporting is prepared in accordance with applicable accounting frameworks (like IFRS or GAAP), ensuring accuracy, consistency, and compliance. This is essential if the reports are to be used for auditing, tax filing, or presenting to external stakeholders.
We don’t just send you reports; we provide them with a clear, plain-language summary that highlights the key takeaways: Where are you making money? Where is cash coming from and going to? What are the trends? We schedule regular calls to walk you through the numbers and answer any questions.
At a minimum, you will receive a Profit & Loss (Income Statement), Balance Sheet, and Cash Flow Statement monthly. We can also customize additional reports like key performance indicator (KPI) dashboards, budget vs. actual analyses, and departmental reports tailored to your specific needs.
Our valuation provides a robust and professional opinion of value that can be used for negotiations and presented to banks or investors. For certain legal purposes like litigation, a formal valuation from a certified appraiser may be required, which we can also facilitate.
We use a combination of recognized methodologies tailored to your industry, such as analyzing your assets, reviewing cash flows and profitability, comparing your company to similar businesses that have been sold (market approach), and assessing future earnings potential. There is no one-size-fits-all formula.
A professional valuation is critical for several reasons: selling your business, bringing on a partner, succession planning, securing financing, resolving disputes, or for strategic planning purposes. It provides an objective, defensible estimate of what your business is truly worth.
As much as you need us to be. We can be involved in key management meetings, provide regular performance dashboards, and be on call to advise on significant financial decisions like major purchases, pricing strategies, or expansion plans.
Every business, especially growing ones, needs strategic financial direction. Our Virtual CFO service makes this expertise accessible and affordable for SMEs. We help you navigate growth, avoid pitfalls, and make decisions that maximize profitability and stability.
While a bookkeeper records past transactions, a Virtual CFO (Chief Financial Officer) looks forward. We provide high-level strategic financial guidance, including cash flow management, financial planning & analysis (FP&A), risk assessment, and investor relations. We act as your part-time, expert financial strategist without the cost of a full-time executive.
We recommend a formal review and update quarterly, or whenever there is a significant change in your business assumptions, market conditions, or strategy. This ensures your forecasts remain relevant and actionable.
We will need historical financial statements (2-3 years if available), your current business plan, assumptions about future growth (e.g., expected sales increase, planned expenses), and your strategic goals. We guide you through the entire process to ensure the model is robust and realistic.
A financial model is a digital spreadsheet that forecasts your business’s future financial performance. It’s essential for securing investment or loans, budgeting, evaluating the financial impact of decisions (e.g., hiring, launching a product), and strategic planning. It turns your goals into a quantifiable financial roadmap.
We will need historical financial statements (2-3 years if available), your current business plan, assumptions about future growth (e.g., expected sales increase, planned expenses), and your strategic goals. We guide you through the entire process to ensure the model is robust and realistic.
Absolutely. You retain full control. We act as an extension of your team, providing you with accurate reports and insights to make informed decisions. You approve all payments and have complete visibility over your financial position at all times.
We use secure, cloud-based platforms (like QuickBooks Online, Xero, or Dext) that allow for safe, encrypted document sharing. You can easily upload receipts and invoices, and we handle the rest. This eliminates physical paperwork and gives you 24/7 access to your financial dashboard.
Software is a powerful tool, but it requires expertise to set up correctly, interpret the data, and ensure compliance. We not only manage the software for you but also provide the professional oversight to catch errors, identify trends, and offer insights that software alone cannot. We turn your data into actionable intelligence.
Our bookkeeping service covers the systematic recording of your day-to-day financial transactions. This includes managing accounts payable and receivable, reconciling bank statements, processing payroll, preparing key financial reports, and ensuring your records are accurate and up-to-date. We handle the data entry so you have a clear, real-time view of your finances.
Email Marketing
While you can check individual emails manually, it’s impractical for large lists. Using an email validation service or tool is more efficient and accurate for managing extensive email databases.
It’s recommended to validate your email list at least once a year or before major campaigns. Regular validation helps keep your list updated and ensures high deliverability rates.
The process typically involves checking the syntax of the email address, verifying the domain exists, and checking if the email server is reachable. Some services also check if the email address is associated with a known spam trap.
Validating emails reduces bounce rates, improves sender reputation, enhances email deliverability, and ensures effective communication. It also helps you avoid spam traps and maintain compliance with email marketing regulations.
Email validation is the process of verifying the accuracy and deliverability of email addresses on your mailing list. This ensures that your emails reach the intended recipients and helps maintain a clean database.
Key metrics include open rates, click-through rates, conversion rates, and unsubscribe rates. Analyzing these metrics helps you understand what works and allows you to adjust your strategies accordingly.
It depends on your audience and content. Generally, sending a monthly newsletter is effective, but you can increase frequency during tax season or when launching new services. Consistency is crucial, but avoid overwhelming your clients.
You can send newsletters, tax tips, service updates, case studies, client testimonials, event invitations, and educational resources. The key is to provide value and keep the content relevant to your audience’s needs.
Email marketing involves sending targeted emails to clients and prospects to promote services, share updates, provide valuable content, and nurture relationships. This can include newsletters, announcements, and educational materials.
Email marketing helps maintain communication with clients, promotes services, increases engagement, and can lead to higher client retention rates. It’s a cost-effective way to reach a large audience and build lasting relationships.
Administrative Assistant Services
We serve a variety of industries, including retail, healthcare, finance, real estate, and more. Our team is adaptable and can tailor our data entry services to meet the unique needs of your industry.
We prioritize confidentiality and ensure that data for each client is kept separate and secure. Our systems are designed to handle multiple projects efficiently without compromising data integrity.
If you need to make changes after the data entry is completed, please contact us. We can assist with updates and corrections as part of our service.
Absolutely! We can work with your existing software and systems to ensure seamless integration and data flow, minimizing disruptions to your operations.
Yes, we offer ongoing data entry support for businesses that require regular updates and maintenance of their data. This can be arranged on a weekly, monthly, or as-needed basis.
To get started, simply contact us via phone or email. We will discuss your specific needs, provide a quote, and outline the next steps for initiating the data entry process.
Turnaround time varies depending on the volume and complexity of the data. However, we strive to complete projects promptly and will provide an estimated timeline during the initial consultation.
Our pricing model is flexible and can be based on hourly rates, per-entry fees, or project-based pricing. We provide a detailed quote based on the specific requirements of your project.
Yes, we are equipped to manage large volumes of data efficiently. Our team is trained to work quickly and accurately, ensuring timely completion of data entry tasks, regardless of size.
We take data security seriously. All sensitive information is handled in compliance with relevant regulations, and we use secure systems to protect client data. Confidentiality agreements can also be provided upon request.
We utilize various accounting and data management software, including QuickBooks, Microsoft Excel, and custom databases, depending on our clients’ needs and preferences.
We implement strict quality control measures, including double-checking entries, using validation tools, and conducting regular audits to ensure the highest level of accuracy in our data entry processes.
We provide a range of data entry services, including:
Invoice and receipt entry
Customer and vendor data management
Financial statement data entry
Inventory management data entry
Data conversion and migration
Document digitization and indexing
Data entry involves the process of inputting, updating, and managing data in various formats, such as spreadsheets, databases, and accounting software. It ensures accurate and organized data for businesses.
Yes, we will notify you of any important or urgent emails that require your attention or decision. You will have full visibility over key communications.
To cancel or modify your remote support service, please contact us via email or phone. We will assist you with the changes or provide information on how to proceed with cancellation.
Our payment terms vary based on the service agreement. Please refer to your contract or contact us for detailed information regarding pricing and payment options.
If the issue recurs, please contact us immediately. We will investigate further and provide additional support as needed, ensuring your IT environment remains stable.
Yes, we can support multiple devices and users. Please inform us of your specific needs, and we will tailor our services accordingly.
We aim to respond to emails within 24 hours of receiving them. For urgent matters, please indicate the priority level, and we will prioritize those responses.
Yes, you can provide specific guidelines on how you would like us to respond to different types of emails. We can tailor our responses to match your tone and preferences.
We handle a variety of emails, including:
Client inquiries and support requests
Appointment scheduling and confirmations
General correspondence
Follow-ups and reminders
Any specific emails you designate for our response
4. How do you ensure the confidentiality of my emails?
We take your privacy seriously. All communications are handled with strict confidentiality, and we adhere to data protection regulations to safeguard your information.
To get started, simply sign up for our service through our website or contact us directly. We will guide you through the onboarding process, which includes setting up access to your email account.
Our email support service involves managing your email communications by reading, organizing, and responding to emails on your behalf, ensuring timely and professional interactions with your contacts.
Communication can be done through various platforms, including email, chat applications (like Slack), video conferencing (like Zoom), and project management tools (like Trello or Asana). The choice of tools depends on your preferences and the tasks at hand.
Common tasks include managing emails, scheduling appointments, data entry, bookkeeping, client follow-ups, social media management, and research. Services can be customized based on your firm’s needs.
Virtual assistants help increase productivity by handling routine tasks, allowing you to focus on core business activities. They can also reduce operational costs and provide flexibility in staffing.
Virtual assistant services involve providing administrative, technical, or creative assistance remotely. This can include managing schedules, handling client communications, bookkeeping, and other support tasks.
Availability depends on your firm’s policy. While some firms offer 24/7 chat support, others may provide support during business hours. Clearly stating your hours of operation on the chat interface is essential.
Use clear and concise language, personalize responses, actively listen to client inquiries, and provide timely follow-ups. Implementing pre-defined responses for common questions can also improve efficiency.
Clients can inquire about service details, pricing, appointment scheduling, tax-related questions, document submissions, and general support. Chat support can be tailored to address frequently asked questions effectively.
Chat support improves client engagement, reduces response times, and provides a convenient way for clients to get help. It can also lead to higher conversion rates by assisting potential clients in real-time.
Chat support involves providing real-time assistance to clients through a chat interface on your website or application. It allows clients to ask questions and receive immediate responses, enhancing their experience and satisfaction.
I.T Services
Yes, instances can be created in multiple AWS regions worldwide, with phone numbers and telephony support varying by country.
A unified interface for handling contacts, viewing customer profiles, using AI assistance, managing cases, and collaborating—accessible via browser with recent visual updates.
Yes, it supports high-volume outbound voice, SMS, email, and messaging campaigns with personalization and compliance tools. Additional per-attempt fees apply.
It’s serverless and auto-scales to handle millions of interactions, ideal for seasonal peaks or rapid growth without manual provisioning.
Yes, the AWS Free Tier includes limited usage (e.g., first 12 months of select features). You can set up and test an instance with minimal charges beyond telephony.
Pay-as-you-go with no upfront fees. Key rates include voice at ~$0.038/min (unlimited AI plan, plus telephony), chat at $0.010/message, tasks at $0.070 each. There are unlimited AI and à la carte options; telephony costs are separate and vary by region.
It supports voice (inbound/outbound), chat/messaging, tasks (asynchronous work), email, SMS, and integrations for social media or custom channels via APIs. Omnichannel routing maintains context across channels.
Amazon Connect is a cloud-based contact center as a service (CCaaS) solution that enables companies to set up virtual contact centers quickly. It provides seamless omnichannel experiences with AI integration for personalized interactions.
We serve a wide range of industries, including finance, healthcare, retail, education, and more. Our solutions are adaptable to meet the unique needs of various sectors.
Absolutely! We can integrate our cloud-based managed services with your existing systems and applications to ensure seamless operations and data flow.
In the event of a service outage, our team will work quickly to resolve the issue. We have backup and disaster recovery plans in place to minimize disruption and ensure business continuity.
Yes, we understand that each business is unique. We offer customized cloud-based managed services tailored to meet your specific requirements and objectives.
The timeline for seeing results can vary based on the services implemented and your specific business needs. However, many clients report improved efficiency and performance shortly after migration.
Our pricing structure is flexible and can be based on a monthly subscription, pay-as-you-go model, or project-based pricing. We will provide a detailed quote based on your specific needs.
We provide 24/7 monitoring and support for all our cloud-based services. Our team is available to address any issues, perform regular maintenance, and ensure optimal performance.
We support a variety of cloud platforms, including:
Amazon Web Services (AWS)
Microsoft Azure
Google Cloud Platform (GCP)
Private cloud solutions
Hybrid cloud setups
Yes, we offer data migration services to help you seamlessly transition your existing data to the cloud. Our team will ensure that the process is smooth and minimizes downtime.
We prioritize data security by implementing robust security measures, including encryption, access controls, regular security audits, and compliance with industry standards. Your data is safe with us.
Cloud-based services offer numerous benefits, including:
Cost savings on hardware and maintenance
Scalability to easily adjust resources based on demand
Enhanced collaboration and accessibility from anywhere
Improved data security and backup solutions
Automatic updates and maintenance
We provide a variety of cloud-based managed services, including:
Cloud storage solutions
Backup and disaster recovery
Cloud application management (e.g., accounting software)
IT infrastructure management
Security and compliance management
Network monitoring and support
Cloud-based managed services refer to the outsourcing of IT management and support to a service provider who delivers these services via the cloud. This includes data storage, application management, security, and IT support.
To cancel or modify your remote support service, please contact us via email or phone. We will assist you with the changes or provide information on how to proceed with cancellation
Our payment terms vary based on the service agreement. Please refer to your contract or contact us for detailed information regarding pricing and payment options.
If the issue recurs, please contact us immediately. We will investigate further and provide additional support as needed, ensuring your IT environment remains stable.
Yes, we can support multiple devices and users. Please inform us of your specific needs, and we will tailor our services accordingly.
Yes, you will have the ability to see everything we do during the remote session. We encourage you to ask questions and provide feedback throughout the process.
We strive to respond to all support requests within [insert response time, e.g., 1 hour]. For urgent issues, please indicate the priority level, and we will prioritize your request.
Our remote support services are available during regular business hours, typically from [insert your hours, e.g., 9 AM to 5 PM, Monday to Friday]. After-hours support may be available upon request.
We prioritize your data security by using encrypted connections and secure remote access tools. Additionally, we only access the systems and files necessary to resolve your issues, and we adhere to strict confidentiality protocols.
Yes, you may need to install a remote support application that we will guide you through. This software allows us to access your system securely and efficiently.
To request remote support, simply contact us via email or phone. We will provide you with a secure link or instructions to initiate the remote session.
We can assist with a wide range of IT issues, including:
Software installation and troubleshooting
Virus and malware removal
Network connectivity problems
Printer and peripheral setup
Data backup and recovery
System updates and maintenance
IT remote support is a service that allows our technicians to access your computer or network remotely to diagnose and resolve technical issues without the need for an on-site visit.
