What We Offer

Financial Services Tailored to Your Needs

From foundational bookkeeping to premium advisory, we offer AI-enabled financial partnership at every stage of your journey.

Our Services

Comprehensive financial expertise across every stage of your organization

Accounting

Keep your finances in order. Reliable accounting and financial information without the overhead of a large internal team.

Explore Accounting β†’

Grants & Funding

Find and secure funding. Identify opportunities, prepare applications and manage funding requirements.

Explore Funding β†’

Financial Advisory

Make better financial decisions. Use financial analysis, modelling and forecasting to understand your options and plan ahead.

Explore Advisory β†’

Finance & CFO

Build the finance function you need. From finance operations and FP&A to fractional CFO leadership.

Explore Finance β†’

Who We Help

Financial support that grows with your business

Startups

Build strong financial foundations from day one. Accounting, financial models, funding support and finance planning.

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Small Businesses

Stay on top of your numbers and make confident decisions. Accounting, cash flow, reporting and financial support.

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Growing Businesses

Build the finance capability needed for your next stage of growth. FP&A, financial planning, finance operations and CFO support.

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Grant-Funded Businesses

Make the most of your funding while staying on top of reporting and compliance. Grant applications, claims, reporting and financial management.

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Monthly Retainer Plans

Ongoing financial partnership to keep your business on track

Starter

Financial Foundations

Essential financial management for businesses just getting started or seeking clean, organized books.

βœ“Monthly bookkeeping & reconciliation
βœ“Basic financial statements (P&L, Balance Sheet)
βœ“Cash flow tracking
βœ“Quarterly check-in calls
βœ“Email support
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Premium

Premium Advisory

Full-service CFO-level advisory for organizations requiring deep strategic financial leadership.

βœ“Everything in Business Growth
βœ“Fractional CFO services
βœ“Investor & board reporting
βœ“Annual strategic financial planning
βœ“Weekly check-ins & priority support
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Project-Based Services

One-time engagements for specific financial needs

Financial Health Audit

Comprehensive review of your current financial state with prioritized action plan.

Business Plan Financials

Financial projections, pro forma statements, and funding model for your business plan.

Grant Budget Development

Grant-ready budgets, narratives, and compliance documentation for nonprofit funders.

Cash Flow Rescue

Emergency cash flow analysis with 90-day stabilization roadmap and vendor negotiation guidance.

Financial Systems Setup

QuickBooks / Xero implementation, chart of accounts setup, and workflow design.

Board Financial Training

Financial literacy workshops for nonprofit boards to strengthen governance and oversight.

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