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Board-ready monthly management reports, Fathom / Spotlight dashboards, and variance commentary for partner client meetings.
Elevate your practice from traditional compliance into high-value Virtual CFO and business advisory services. We handle the data extraction, consolidation, and dashboard formatting so your partners can walk into client meetings with polished presentation packs.
Unlock lucrative monthly recurring advisory fees ($1,500 - $3,500/client) without spending partner hours crunching spreadsheets and formatting graphs.
We establish secure cloud access, align on chart of accounts, and review your historical records.
Daily or weekly execution strictly adhering to standard operating procedures and NZ tax rules.
Every file undergoes secondary review by a designated senior accountant before partner sign-off.
Clear client reports delivered on schedule, alongside proactive statutory IRD filing reminders.
We seamlessly work directly inside your existing cloud tools with secure 2FA authentication:
Answers about turnaround times, data security, software access, and onboarding.
Yes. All monthly advisory decks, board summaries, and cash flow models are rendered with your firm’s logo, brand palette, and professional typography.
We build models using Fathom, Spotlight Reporting, Power BI, and specialized Excel frameworks to deliver actionable financial intelligence.
