Business Consulting
& CFO Support
Providing Everything You Need
Every engagement here starts in the same place: your actual numbers, not a template.
Some owners need the operations organised. Some need a steady hand on the financial side, month after month. Some need their books to present properly to a buyer, a partner or a lender. Some just need one good hour a month with someone who will ask better questions.
Everything below is scoped and priced before it starts. You will know the number, the timeline and what you are getting before you commit to anything.
"Get Organized" Sprint
A four to six week reset.
You already know something is not working. The numbers arrive late, or they arrive and nothing happens with them. Decisions get made on instinct because the information is not there in time. There is a version of this business in your head that has never made it onto paper.
Most owners in that position do not need a strategy. They need the plumbing fixed first.
The Sprint runs in four steps over four to six weeks: intake, diagnose, organise, install. The first half is spent getting a clear picture of where the business actually stands, on your real numbers, before anything is changed. The second half is building the systems that keep it that way.
At the end you have books and processes that produce reliable numbers on a schedule, and someone has sat with you and explained what they mean.
Ongoing CFO Support
Systems & Clarity Retainer
The Sprint builds the systems. The Retainer is what keeps them running, and puts someone in your corner every month who already knows your business and does not need it explained again.
A monthly review of where the business actually stands, in plain language. What is working, what is leaking, and what to do about it before it becomes next quarter’s problem. Not a report you file. A conversation you act on.
Six-month minimum term, then 60 days’ notice at any time.
Owner's Thinking Sessions
One session a month.
Not everyone needs the systems rebuilt. Some owners need one hour a month with someone who will ask the right questions, take the decision seriously, and not be impressed by them.
One session a month, working through whatever is actually on your desk. A hiring decision. A price you have not raised in three years. Whether to sign the lease. Whether the thing keeping you up at night is the real problem or the visible one.
For owners preparing to sell, borrow, or bring someone in.
Enterprise Value Cleanup
If you are thinking about selling the business, taking on a partner or borrowing against it, your financial statements have to show what the business actually earns.
In most owner-operated businesses they do not. Owner perks, one-off costs and personal items sit below the EBITDA line where they quietly make a healthy business look marginal. A buyer reads that and discounts the price. A lender reads it and asks for more security.
This is the work of presenting real earning power properly, documented clearly enough that a buyer, a lender or their accountant can follow every adjustment and see why it is there.
The price is agreed before the work starts and never depends on the size of the number we arrive at.
What this is not:
This is not a business valuation and it is not tax advice. It does not replace the work your accountant does. If your books need cleaning up before this can be done properly, that is quoted separately rather than folded in. And if what you actually need is a valuation or a tax opinion, I will tell you and point you to someone who does that work.
Quoted per organization. Two versions.
Year-End Clarity
For businesses
Your year-end package assembled and reconciled so your accountant can do their work without three rounds of questions coming back to you. Fewer hours on their side usually means a smaller bill on yours.
For non-profits
Year-end for organisations with a board to answer to. T3010 and T1044 preparation support, and the reporting your directors need in front of them before the AGM rather than the week after.
Both are quoted individually, because year-end depends entirely on the size of the organisation and the state of the records. Tell us what you are working with and you will get a fixed quote before anything starts.
