Financial Management

Basic Financial Oversight – from $550/month

Stay on top of your numbers with essential monthly or quarterly check-ins, basic reporting, and budget reviews. Ideal for small businesses or sole traders who need steady support to stay on top of their finances without deep analysis or customisation.

Included:

• ✅ Monthly or quarterly financial check-ins

• ✅ Basic financial performance reporting

• ✅ Budget monitoring and basic variance analysis

• ✅ Limited support for compliance and governance

• ✅ Access to add-on services (e.g., grant writing, marketing) at reduced rates

• ✅ Email support for quick questions or clarifications

Strategic Financial Management – from $1,350/month

​Comprehensive support with advanced forecasting, tailored dashboards, cashflow planning, and strategic financial sessions. Perfect for growing businesses needing deeper insights, planning support, and custom tools to guide decisions.

Included:

• ✅ All features of the Basic package

• ✅ Detailed quarterly financial performance reports with insights

• ✅ Advanced budget and variance analysis

• ✅ Monthly cashflow review and recommendations

• ✅ Custom-built financial dashboards and reports (e.g., Excel)

• ✅ Strategic financial planning sessions (bi-monthly or quarterly)

• ✅ Cost-saving recommendations and benchmarking

• ✅ Full support with financial governance and compliance

• ✅ Grant application support and funding strategy included

• ✅ Priority response support and optional meeting add-ons

Premium CFO Support – Custom pricing

All the benefits of Strategic Financial Management, plus:

• Monthly CFO-level strategy sessions

• Scenario modelling and board-ready reporting

• Support with investor/lender reporting

• Grant and funding strategy included

• Ad-hoc support as needed

This third tier positions you as a long-term strategic partner, not just a service provider — and it’s especially appealing to clients ready to scale or undergoing change (new funding, expansion, restructuring, etc.).