Light-touch advisory support for quick answers and peace of mind

Perfect for business owners who just need occasional guidance without ongoing commitment. This entry-level support gives you access to expert advice when you need a second opinion, plus light financial oversight.

What’s included:

• Email-based advice (limited monthly responses)

• Basic bookkeeping “spot checks” (review of selected figures or reports)

• Quick guidance on business decisions when needed

• General financial or operational clarity support

Best for:

• Startups

• Solo founders

• Businesses testing structured advisory support

Structured monthly guidance for growing businesses

For business owners who want more consistency. This package provides regular check-ins and actionable advice to help you make better decisions and stay financially aware.

What’s included:

• 1 x 30-minute monthly consultation call

• Email support (moderate response level)

• Monthly high-level business review

• Bookkeeping review (light diagnostic feedback)

• Decision support for key business questions

Best for:

• Small growing businesses

• Owners starting to scale operations

Hands-on strategic guidance for serious growth

Designed for business owners ready to scale. We take a more active advisory role, helping you identify opportunities, solve operational issues, and improve financial performance.

What’s included:

• 2 x 60-minute strategy calls per month

• Detailed monthly performance review

• Financial and operational analysis

• Profitability and efficiency recommendations

• Ongoing email/WhatsApp support (reasonable usage)

Best for:

• Established small businesses

• Companies preparing to scale

Embedded strategic advisor for your business

This package acts as your outsourced business advisor. We work closely with you to guide decisions, improve systems, and support leadership challenges as they arise.

What’s included:

• Weekly or bi-weekly advisory calls

• Deep monthly business performance review

• Operational restructuring advice where needed

• Cash flow and profitability monitoring

• Leadership and decision-making support

• Priority response access

Best for:

• Scaling businesses

• Businesses undergoing change or restructuring

Full advisory + bookkeeping + operational oversight

Description:

Your highest level of support. This is a fully embedded consulting and financial oversight service designed for business owners who want expert-level involvement across both strategy and financial management.

What’s included:

• Weekly strategic + operational meetings

• Full monthly bookkeeping oversight and reconciliation review

• Financial reporting interpretation and guidance

• Profitability optimisation plan

• Operational and systems improvement support

• Document review and decision advisory

• Unlimited reasonable email support

Best for:

• Larger SMEs

• High-growth or complex businesses

• Owners wanting hands-on external leadership support