Business advisory: management accounts, reporting and valuations
Turn your financial records into decisions, with monthly management accounts, reports your board and funders trust, and valuations when it matters.
Management Accounts
Know your profit and cash position every month.
Year-end financial statements arrive too late to steer by. Monthly management accounts show what is working while you can still act.
Who it suits: Growing and owner-managed businesses that want to understand performance, not just stay compliant.
What's included
- Monthly management accounts
- Profitability by product, division or project
- Cash-flow forecasts
- Budgets and KPIs
- A monthly review meeting
Reports
Reports your board, bank and investors can rely on.
Funders and boards ask for consistent, well-explained numbers. Ad-hoc spreadsheets erode confidence.
Who it suits: Businesses with boards, investors, lenders or several entities.
What's included
- Board packs and investor reports
- Multi-entity and consolidated reporting
- Lender and funder reporting
- KPI reporting
Business Valuations
Know what your business is worth, and why.
A sale, buy-out, new investor or exit needs a valuation you can explain and defend.
Who it suits: Owners preparing for a sale, shareholder change, investment or exit.
What's included
- Valuations for a sale, buy-out or investment
- Shareholder and exit planning
- Due diligence preparation
- Financial support through a transaction
Up to 20 questions
Not sure what you need? Take the check.
Costly decisions, constrained growth and no forward-looking guidance. Takes about five minutes, and a person reviews your answers.
- Is your business generating enough cash to sustain itself without relying on personal funds or additional borrowing?
- Do you know how much revenue you need to generate each month to break even and achieve your desired profit?
- Are rising operating costs reducing your profits without you knowing exactly where the problem lies?
- …and up to 17 more
How we work
Six steps, one organised file
Assess
We review your business profile, goals, the records you have and any likely gaps.
Map
We set out the entities, people, systems, deadlines and documents needed for the agreed scope.
Reconcile
We tie figures back to bank records, tax returns, financial statements and evidence.
Prepare
We compile returns, reports or statements in a clear, consistent order for your review.
Submit
With your approval, we file with SARS or CIPC or deliver the report.
Respond
We track follow-up requests, such as SARS queries, and prepare evidence-based responses.
Not sure where to start?