Consultants
Professionals
Individuals
You built your business on your expertise.
Let someone else mind the finances.
Let's make sure the finances reflect that.
You are good at what you do. Clients pay for your thinking, your strategy, your results. But between invoicing, tracking expenses, and figuring out what you actually owe at tax time. The back office can quietly become a full time job.
It does not have to be. We give you peace of mind so that you can continue doing what you are good at.
We help individuals stay financially organized and gain clarity over their cash flow so they can plan ahead with confidence.
Services
Strategic Pricing & Cash Flow Management
Price your projects with confidence to protect your margins, while keeping your daily cash flow smooth and predictable.
Proactive Cash Planning
Eliminate the guesswork. Look ahead with clear forecasting so you always know what to spend, what to reinvest, and what to save.
Profitability & Revenue Diversification
Discover exactly which services and clients actually drive your bottom line, and unlock new income streams to build a more resilient business.
Tax-Ready Financials
Maintain spotless, compliant books that streamline your year-end filings and actively reduce your tax preparation fees.
Dedicated Growth Partner
Gain a strategic financial sounding board to stress-test your ideas and discover untapped opportunities to scale your revenue.
Strategic Advisory
High-level guidance designed to maximize your revenue, protect your profit margins, and keep more of what you earn.
This Is For You If
You are an individual, professional or creative running your own solo business. Your income is real, your expenses are real, and you are ready to treat your finances that way too.
Service Tiers
We offer 3 packages, choose what suits you or we can help. - see pricing here
Robin
Bookkeeping Essentials
Monthly bookkeeping, bank reconciliations, and expense tracking. Everything tidy, every month.
Falcon
Advanced Bookkeeping
Everything in Robin, plus deeper reporting, cash flow tracking, and the kind of insight that helps you make better decisions faster.
Eagle
Fractional CFO & Controller
You do not need a full time CFO. You need one who shows up when it matters. Strategic financial guidance, forecasting, and a thinking partner for the big decisions like incorporate or stay solo, pricing services, cash planning.
Our process is simple and thoughtful
Contact us
We start with a 30 minute conversation to understand your business, your current setup, and what’s not working. No commitment required
We set up & take over
We takeover or setup your Xero or clean up any backlog, and establish a consistent quarterly or monthly rhythm. You hand off the books for good.
Communicate Clearly
Every client is different. We stay flexible and responsive to make sure the process fits you. We communicate clearly and regularly.
Clear reports every month, quarter or annually
Each month or quarter you get a financial reports that tells you exactly where your business stands and flags anything that needs your attention.