Services

A complete finance function, built around what the business actually needs.

Six connected areas of work, engaged in the combination the situation calls for. Each one names its outputs and its boundaries, so ownership is never assumed.

Bookkeeping & Accounting

Accurate books, reconciled properly, closed on time.

The problem it answers

Records lag the business, reconciliations slip, and month-end has no fixed shape—so every question starts with cleanup.

Key outputs

Maintained ledgers with a consistent chart of accounts
Bank, card, and control-account reconciliations
A month-end close checklist with dates and evidence

Boundary

Cleanup, setup, and transition projects are scoped separately from the recurring monthly service. Statutory filings and regulated advice sit with registered advisers.

Works closely with

Financial Reporting & Controls · Finance Operations & Payroll

Bookkeeping & Accounting — the full service page

Financial Reporting & Controls

Reports that explain the business, not just record it.

The problem it answers

Reports arrive late and explain the past without clarifying the next move, so decisions run on instinct and bank balance.

Key outputs

A monthly management pack: statements, movements, exceptions
Commentary on what moved and what needs a decision
A defined review, control, and sign-off path

Boundary

Reporting quality depends on the accounting foundation beneath it. Audited or assured financial statements are not produced here.

Works closely with

Bookkeeping & Accounting · Cash Flow, Budgeting & Forecasting

Financial Reporting & Controls — the full service page

Cash Flow, Budgeting & Forecasting

See the pressure before it reaches the bank account.

The problem it answers

Cash decisions arrive late because the forward view stops at today's bank balance.

Key outputs

A rolling cash outlook with named assumptions
Budget and forecast with base, upside, and downside scenarios
Working-capital levers and an agreed refresh cadence

Boundary

Forecasts support management decisions. They are not investment, funding, or valuation advice, and no outcome is guaranteed.

Works closely with

Financial Reporting & Controls · Virtual CFO & Advisory

Cash Flow, Budgeting & Forecasting — the full service page

Finance Operations & Payroll

The recurring finance work, owned and kept moving.

The problem it answers

Invoices, approvals, expenses, and payroll inputs move only when someone chases them—and stall when that person is busy.

Key outputs

Payables, receivables, billing, and expense cycles on a visible calendar
Payment runs and payroll inputs prepared for approval
Open-item lists with owners and exception paths

Boundary

Preparation and coordination are the default. Direct execution of payments or payroll is agreed explicitly in writing, never assumed.

Works closely with

Bookkeeping & Accounting · Tax & Compliance Support

Finance Operations & Payroll — the full service page

Tax & Compliance Support

Organized records and dependable support around filing deadlines.

The problem it answers

Deadlines arrive before the records and schedules the filings depend on are ready, and the adviser gets a shoebox.

Key outputs

Reconciled records and supporting schedules, prepared for review
A filing calendar with named owners and evidence
Coordination with your registered tax advisers

Boundary

Figures & Finance organizes, prepares, and coordinates. Regulated tax advice and statutory filings remain with registered advisers in the relevant jurisdiction.

Works closely with

Bookkeeping & Accounting · Finance Operations & Payroll

Tax & Compliance Support — the full service page

Virtual CFO & Advisory

Senior financial thinking, without building a full executive finance team.

The problem it answers

Pricing, spending, hiring, and funding decisions are being made without senior finance input in the room.

Key outputs

A regular advisory cadence with a clear agenda
Board- and investor-ready reporting
Decision briefs on pricing, margin, planning, and funding readiness

Boundary

Advice frames the options and consequences; ownership of the decision stays with the business. Regulated investment and fundraising advice are out of scope. Requires an accurate accounting foundation.

Works closely with

Cash Flow, Budgeting & Forecasting · Financial Reporting & Controls

Virtual CFO & Advisory — the full service page

Not sure where to start? See how the monthly rhythm connects the six areas or bring the question to a clarity call.

Start where the pressure is.

A clarity call maps the current setup against these six areas and identifies the highest-priority gap.

Book a clarity call