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Starter Plan

Best for: New ventures

From $399 weekly

For small businesses or startups that need basic financial management but do not require extensive strategic input.

Includes:

  • Prepare monthly financial statements (Profit & Loss, Balance Sheet, Cash Flow)

  • Analyse monthly cash flow and provide recommendations

  • Review accounts for compliance and accuracy

  • Ensuring tax filings and regulatory deadlines are on track

  • Monthly consultations and email support.

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Growth Plan

Best for: Scaling teams

From $999 weekly

For growing businesses that need more hands-on financial support and strategic insights to scale effectively.

Includes:

  • Custom financial reports with key performance indicators (KPIs)

  • Quarterly financial forecasting and budget planning

  • "What-If" analyses to test the financial impact of key business decisions

  • Profitability analysis by product, service, or customer

  • One-on-one meetings to review financial health and discuss strategies

  • Oversight of processes for accounts payable and receivable.

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Comprehensive Plan

Best for: CFO-level support

From $1359 weekly

For established businesses that need holistic CFO services and comprehensive financial strategies to drive sustainable growth.

Includes:

  • End-to-end financial management including internal controls and systems implementation

  • Long-term financial strategy aligned with business goals

  • Preparation of investor reports, fundraising support, and presentations

  • Collaboration with tax advisors to identify tax-saving opportunities

  • Leading finance teams or coordinating with bookkeepers and accountants

  • Priority email and phone access for timely financial guidance

  • Rolling 12-month financial forecasts updated monthly.