Do you expect more from your accountant?

Look no further...

This is what your 1st 6 months will look like.

The first six months is crucial for us to ensure that we get off to a great start! Injecting systems and processes into your consultancy or agency ensures we’re able to add value throughout our relationship.

No need to feel intimidated

If this journey looks a bit intimidating, it is a completely normal reaction. You however get to speak to us during every single step of the journey. The journey and outcome is not about us…it’s all about you! So we go through this at a pace that you and your team are comfortable with.

The values we live and breathe

How we work should be important to you. No old-school accountants here we’re afraid. Just innovative, tech driven, friendly faces that holds you and your business at the very centre of everything we do.

Team players

You don’t want to work in isolation and neither do we. We’re one team of pure collaboration making your business more efficient and profitable.

Friendly and approachable

You don’t want to work in isolation and neither do we. We’re one team of pure collaboration making your business more efficient and profitable.

Results driven

You don’t want to work in isolation and neither do we. We’re one team of pure collaboration making your business more efficient and profitable.

Accountable

You don’t want to work in isolation and neither do we. We’re one team of pure collaboration making your business more efficient and profitable.

Compassionate

You don’t want to work in isolation and neither do we. We’re one team of pure collaboration making your business more efficient and profitable.

Forward thinking

You don’t want to work in isolation and neither do we. We’re one team of pure collaboration making your business more efficient and profitable.

The results are in!

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Data collection and crunching the numbers

This forms the foundational phase of your business financial management. Without it, there is no advisory. Our systemized approach to this ensures that we have squeaky clean accounts to work with, with minimal input and effort from your side. If there is one thing that shouldn’t take up any of your time, it is bookkeeping.

1. Pre-Accounting

Ensure that all the financial data flowing through your agency or consultancy is collected with the most efficiency. But also has the least drain on your personal time. 

Supplier Management

Capture all the supplier invoices that have been billed to your business.

Expense Claims

Capture expenses that have been incurred by you and your staff.

Quality Control

Documented processes ensures consistency across the business.

Training & Support

We’ll train and manage key individuals fundamental to the process, underpinned by ongoing support.

2. Compliance

Install a seamless compliance system into your consultancy or agency. This will not only ensure you meet your legal compliance, but have visibility of the system and understand how you and your team fit into this.

3. Reporting & Forecasting

We report on different intervals and throughout your financial year. These reports will help you achieve clarity and predictability about your future financial results as well as the steps needed to achieve them.

4. CFO Reporting

Financial Forecasting

Updated forward looking visibility of revenue secured and costs committed to, and how that compares to your budget.

Budgeting

Building an integrated 12-month model. Budgeting the next financial year with detailed analysis of all income and costs.

Actual variance reporting

How your actual results stacked up against your budget and updating the budget at each month-end.

5. Management Reporting

PDF Report

Capture all the supplier invoices that have been billed to your business.

Snapshot Video Report

Capture expenses that have been incurred by you and your staff.

Pulse Meeting

Documented processes ensures consistency across the business.