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
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.
