For those not sure of their needs

Reporting for specific needs including:

For businesses ready to undertake regular reporting

For businesses that need more insight or planning tools

End of Financial Year

EOFY Resolution - Trial Reporting
0$
End of Financial Year Resolution Trial Report
Valid for one month
- Basic monthly report trial

Investigation

Best Value
One-off Financial Report
200$
Ideal for start-ups & small businesses looking at reporting or needing a report for lenders or other one-off purposes
Valid for one month
- P&L, Balance Sheet, Cashflow (system format)
- Basic commentary
- Basic KPIs
- Data and accounting accuracy checks, coding review
Financial Deep Dive
2,000$
Deep dive into your businesses to investigate areas for improvement
Valid for one month
Reporting Meeting
250$
Virtual meeting to discuss reporting
Valid for one month
- Virtual meeting

Best Value
One-off Financial Report
200$
Ideal for start-ups & small businesses looking at reporting or needing a report for lenders or other one-off purposes
Valid for one month
- P&L, Balance Sheet, Cashflow (system format)
- Basic commentary
- Basic KPIs
- Data and accounting accuracy checks, coding review
Basic Report for Banks and Lenders
250$
Ideal for base reporting needed for sending to lenders
Valid for one month
- P&L, Balance Sheet, Cashflow (system format)
- Basic KPIs
Franchisee report
250$
Ideal for base reporting to franchisors
Valid for one month
- P&L, Balance Sheet, Cashflow per Franchise Agreement
- KPIs as required per Franchise Agreement
Reporting Meeting
250$
Virtual meeting to discuss reporting
Valid for one month
- Virtual meeting
Budget and Forecasting for SME
500$
Ideal for businesses needing a forward looking projection to either set a budget or prepare a forecast
Valid for one month
- Basic P&L, Balance Sheet and Cash Flow Forecast
Budgeting and Forecasting
2,000$
Ideal for businesses over $5m turnover needing a forward looking projection to either set a budget or prepare a forecast
Valid for one month
- Complex P&L, Balance Sheet and Cash Flow Forecast

Monthly Reporting Meeting
250$
Every month
Ideal for businesses needing accounting support in addition to deeper insight, customised reporting & forward planning
- Insight check-ins via call/online meetings
Insight: Forward Looking Insight
2,000$
Every month
Growth-phase businesses needing forecasting, scenarios & guided conversations
- Rolling 12-month forecasting
- Scenario modelling (“what if” analysis)
- Cashflow runway insights
Strategic Insight & Reporting
4,000$
Every month
Established SMEs, scale-ups & investor-backed companies requiring CFO-level reporting
- Multi-year planning
- Strategic modelling & governance oversight
- Leadership-level decision support