How Engagement Works
Transparent, flexible engagement structures designed for growing SMEs.
Engagement Structure
Every business is different, so our engagements are tailored to your specific needs, stage, and budget. We don’t believe in one-size-fits-all packages. Instead, we work with you to design an advisory relationship that delivers maximum value.
Advisory
Monthly financial reviews, KPI monitoring, and strategic counsel for businesses that need periodic guidance.
- Monthly financial review
- KPI dashboard access
- Email and phone advisory
- Quarterly strategy session
Embedded
Regular, hands-on CFO involvement including meetings, reporting, forecasting, and board support.
- Weekly or fortnightly engagement
- Full KPI dashboard suite
- Cash flow forecasting
- Board reporting
- Strategic planning support
Project
Defined-scope engagements for specific needs like financial model builds, system implementations, or transaction support.
- Scoped deliverables
- Fixed timeline
- Clear milestones
- Knowledge transfer
The Consultation Process
Complimentary Consultation
A 30-minute discussion to understand your business, challenges, and objectives. No obligation.
Proposal & Scope
Based on our conversation, we prepare a tailored proposal outlining the engagement scope, deliverables, and investment.
Onboarding
We conduct a thorough discovery process, review your financial infrastructure, and set up the foundations for advisory.
Ongoing Partnership
Regular advisory engagement with continuous improvement, evolving as your business grows and needs change.
What to Expect
Transparency
No hidden fees. We agree on scope and investment upfront, with clear terms and no surprises.
Flexibility
Engagements can scale up or down as your needs change. No lock-in contracts.
Value-Focused
Our aim is to deliver measurable ROI. If we’re not adding value, we’ll tell you.
Partnership
We see ourselves as an extension of your team, not an external service provider.
Ready to Get Started?
Book your complimentary consultation and we’ll discuss the right engagement model for your business.