Our offering for Small and Medium Businesses, including startups

We offer a broad range of finance services

to support your business.

Being flexible and catering our service offering to your needs is key to us.

Outsourced CFO Services

We provide a full suite of CFO services to take the burden out of your shoulders and help you stay focused on your core business.

As your outsourced CFO, we work with you and your team to coordinate on all financial planning, reporting and compliance aspects of the business:

  • Business Plan preparation or review
  • Budgeting & Forecasting
  • Financial Accounting & Reporting
  • Corporate Governance
  • Management Accounting
  • Treasury Management


Financial Due Diligence

Buy side: We help investors to get a better understanding of what they intend to purchase - in terms of quality of earnings, financial position, underlying assumptions and financial risks.

  • Review of financial models and forecasts
  • Red flag analysis (financial / legal)
  • Financial risk identification
  • Review of comparable transactions

Sell side: We also support start-ups and SMEs in their own preparation of the due diligence process, getting them ready to answer the though questions and challenges that may come their way.

  • Dataroom collection and organization
  • Preparation or review of financial models
  • Due Diligence Questionnaire support
  • Communication with potential investors

Internal Controls & Process Improvements

We help companies streamline their processes and identify gaps in their internal controls, allowing them to understand where their operations could be more efficient and where risks lie in their financial processes.

  • Process Mapping & Streamlining
  • Accounting Software Setup & Implementation *
  • Data Transfer & Integrations
  • Preparation of Internal Controls Matrix
  • Policies & Procedures update

* Xero is our preferred accounting software for SMEs.

Finance Services on-demand

Do you have specific needs not covered above?

Or do you have occasional / non-recurring work you would need support with?

We tailor flexible solutions for each business and their needs, hoping to help you build long-term value and bring positive changes that provide growth opportunities.

Our values

Trust and Integrity are at the core of everything we do. 


We believe that trust is earned through consistent and transparent communication, ethical behavior, and delivering on our commitments. We also recognize the importance of integrity, which means operating with honesty, transparency, and a commitment to doing what is right, even when it may be difficult. 


Our clients can have confidence in our services because we work tirelessly to uphold these values in all of our interactions.

Expertise and Accountability are essential for providing the highest quality services to our clients. 


We pride ourselves on having deep knowledge and experience in our areas of specialization, which allows us to deliver customized solutions that meet our clients' unique needs. 


Additionally, we take our accountability to our clients very seriously, and we are committed to delivering on our promises and taking responsibility for the outcomes of our work.

Wisdom and agility are crucial for staying ahead of the curve in a rapidly changing business landscape. 


Our experience and a continuous learning mindset enable us to anticipate challenges and identify opportunities for our clients. We also recognize that the business environment can change quickly, and we need to be able to pivot and adapt to help our clients stay competitive. 


By combining our wisdom and agility, we can provide our clients with forward-thinking, innovative solutions that position them for success in the long run.