SERVICES

WHO IS THIS FOR?

Businesses whose financial records have fallen behind, contain errors, or were never properly set up in the first place.

WHAT IT INVOLVES.

Many businesses operate for months or even years without a coherent set of books: transactions miscategorized, bank accounts unreconciled, duplicate entries scattered through the ledger. This is not a moral failing; it happens because running a business is the priority and the books get addressed when there is time. The problem is that the longer it continues, the more expensive the catch-up becomes, and the less visibility the business owner has over what is actually happening financially.

WHAT YOU RECEIVE.

• Chart of accounts restructured and cleaned to appropriate accounting standards

• Duplicate entries, coding errors, and miscategorizations identified and corrected

• Bank and cash accounts reconciled to actual bank statements

• Accounts payable and receivable reconciliations

• Invoice and client statement tracking organized and documented

• A clean set of historical records ready for reporting or audit

WHO IS THIS FOR?

Business owners who need to stay on top of performance but don't have time to build their own reports from the books each month.

WHAT IT INVOLVES.

A standard set of year-end accounts tells you what happened. A monthly management report tells you what is happening now and gives you the information you need to make decisions before problems become crises. This service sets up a reporting framework tailored to your business and delivers a clean, readable report each month covering the metrics that actually matter to your specific model.

WHAT YOU RECEIVE.

• Monthly profit and loss statement with commentary

• Cash position and movement summary

• Budget versus actual variance analysis

• Key performance indicators relevant to your business

• Plain-language narrative explaining what the numbers mean and what to watch

• Quarterly board or stakeholder-ready versions where required

WHO IS THIS FOR?

Businesses that already have data but want a faster, clearer way to read it without spending hours reformatting spreadsheets each week.

WHAT IT INVOLVES.

A KPI dashboard is a single page (or screen) that shows you the numbers you care about most, updated automatically as your underlying data is updated. Rather than opening four different files and manually calculating percentages, you open one document and see your revenue, margins, cash position, and key ratios at a glance. Built in Excel or Google Sheets, no expensive software required.

WHAT YOU RECEIVE.

• Custom dashboard designed around the specific KPIs that matter for your business

• Live formulas that update automatically when source data is refreshed

• Visual charts showing trends over time: not just the current snapshot

• Color-coded performance indicators (on track / at risk / behind)

• A short guide so you or your team can update it independently

WHO IS THIS FOR?

Founders and entrepreneurs who want to pressure-test the numbers behind a business idea before investing significant time or capital.

WHAT IT INVOLVES.

A feasibility study is not a business plan. It is a financial test of whether the idea makes economic sense under realistic assumptions. It builds a model of the business cash flows over a 5-year period, tests different scenarios (optimistic, base, and pessimistic), and uses standard capital budgeting tools: Net Present Value, Internal Rate of Return, and payback period to give a clear answer to the question: at what price, volume, and cost does this actually work?

The study also identifies which assumptions your success is most sensitive to, so that when it comes to running the business, you know exactly what to watch.

WHAT YOU RECEIVE.

• Full 5-year cash flow projection built from your stated assumptions

• Net Present Value (NPV), Internal Rate of Return (IRR), and payback period

• Three-scenario comparison (base, optimistic, pessimistic)

• One-way sensitivity analysis ranking which drivers most affect viability

• Critical success factors and KPIs derived directly from the sensitivity results

WHO IS THIS FOR?

Early-stage founders who have validated the idea and need to think clearly about their priorities, goals, and how they will measure progress before the business gets too complicated to course-correct easily.

WHAT IT INVOLVES.

Strategy does not need to be a 50-page document. At the early stage it needs to answer four questions: what are we building and for whom, what are we prioritizing in the next 12 months, what could go wrong, and how will we know if we are on track. This service answers all four and produces a one-document strategy reference and a live KPI scorecard you can review monthly.

The scorecard uses an adapted Balanced Scorecard framework; the standard corporate performance management tool, adjusted to reflect what actually matters at the early stage: financial sustainability, customer and market validation, product execution, and team capability.

WHAT YOU RECEIVE.

• One-document strategy framework covering vision, mission, market, objectives, and risks

• Four adapted BSC perspectives built for early-stage ventures

• Up to 16 KPIs across the four perspectives with targets and current status

• Monthly review scorecard with RAG (red/amber/green) status indicators

• Guidance on which KPIs to prioritize at each stage of growth

WHO IS THIS FOR?

Founders, business owners, and professionals who want to understand financial statements, models, and reports for themselves rather than always relying on someone else to interpret them.

WHAT IT INVOLVES.

Financial literacy is not about becoming an accountant. It is about being able to read financial statements and understand what they tell you, follow a cash flow projection and know whether the assumptions are realistic, and look at a dashboard and know which numbers to focus on. This masterclass is a practical, interactive program designed around the financial concepts that are most relevant to running and growing a business taught in plain language, using real examples.

WHAT YOU RECEIVE.

• Understanding financial statements: what a P&L, balance sheet, and cash flow statement actually tell you

• Reading and querying management accounts: what to look for and what questions to ask

• Introduction to financial modelling: how projections are built and what makes them reliable

• Excel for business: building and reading dashboards and models without advanced technical skills

• Tailored session content based on your industry and current business stage