Financial Services Offered
1. Management Accounting & Reporting
• Monthly management accounts preparation
• Variance analysis (budget vs actual)
• KPI tracking and financial performance insights
• Cash flow monitoring and trend identification
2. Bookkeeping & Accounting Support
• Full-service bookkeeping (QuickBooks & Xero)
• Bank and credit card reconciliation
• Accounts receivable & accounts payable management
• Chart of accounts setup and cleanup
3. Tax Services
• Personal tax return preparation
• Small business tax filings
• Tax planning guidance and compliance support
4. Financial Planning & Analysis (FP&A)
• Budget creation and forecasting
• Scenario planning and profitability analysis
• Break-even and cost analysis
• Financial modeling for business decisions
5. SOPs, Templates & Financial Systems Setup
• Standard Operating Procedures (SOPs) for finance departments
• Customized financial templates (trackers, dashboards, forms)
• Finance workflow design and process improvement
• Accounting system setup for small businesses
6. Payroll & Compliance
• Payroll processing and record keeping
• Statutory deductions and remittances
• Employee onboarding (finance-related forms and compliance)
7. Business Advisory & Support
• Financial coaching for small business owners
• Monthly or quarterly financial reviews
• Business structuring guidance
• Support for loan applications, grants, and investor reporting.
