Services​​

Whether you're building your financial model, integrating data, or using ongoing insights for strategic decisions, our service tiers provide both targeted and complete solutions for managing your business's financial health.
Where it starts

Onboarding

  • Unify bank data, accounting, budgets, sales and existing models and forecasts.
  • Develop a cash-based, reusable financial model tailored specifically to your business needs.
  • Ensure seamless integration by loading and cleansing all necessary data for accurate financial insights.
  • Data cleansing
  • Utilise Cashbucket for streamlined, ongoing financial management and reporting.
  • Available as an onsite or online service to suit your preferences.

Premium Solutions

business support

Performance Plus

Perfect for CEOs and founders wanting to ensure they’re on track with personalised, monthly goals and guidance.

  • Performance health check
  • Cash management help
  • Business advice and strategy.
  • Sensitivity analysis
  • Growth planning
  • Governance
  • Goals and actions framework
  • Organisational and culture improvements
  • Expertise from a founder who’s been in your shoes.
Managed Financial services

Finance Plus

For those that want someone to “just take care of our finances”

  • Cash flow modelling
  • Budget and forecasting
  • Bank reconciliations
  • Cashbucket management
  • Tax and accounting support
  • Accounts payable and receivable management
  • Bookkeeping
  • Payroll management
  • Invoicing