What’s Included

We start by understanding your business model—how money comes in, how it leaves, and where decisions slow down. From there, we build a light but reliable reporting pack with the metrics that matter: gross margin, cash runway, debtor/creditor movement, and a few leading indicators tied to your sector. Forecasts are practical, connected to reality, and updated frequently enough to be useful without becoming a full-time job.

When pricing, margins, or capacity are in question, we run scenarios in plain English—what happens if rates change, if you hire, if you add a location, or if you trim low-yield work. If you’re raising funds or speaking to lenders, we prepare tidy packs that reflect how the business actually operates and answer the questions stakeholders will ask.

Onboarding is lightweight: we map your data sources, agree a cadence, and decide who needs what and when. After each review, you’ll get a “Numbers & Next Steps” summary so the path forward is obvious.

Results you can expect

You’ll make decisions faster and with more confidence. Cashflow becomes visible weeks ahead, margin leakage shows up sooner, and pricing conversations are anchored in data rather than instinct.

Month-end packs stop being paperwork and become a tool for action. Team discussions are better because everyone sees the same numbers and the same priorities.

Most importantly, you’ll feel in control of the next quarter, not just looking back at the last one.

How We Work

Discovery

A short call to understand your setup, goals, deadlines, and who currently does what.

Scope & Quote

Clear pricing and timelines — no surprises. We note variables like volume or complexity.

Onboarding

Checklist, secure uploads, and account setup for consistent reporting.

Delivery & Reviews

Accurate monthly or quarterly reports with reconciliations and summaries.

Frequently
Asked Questions

Do I need perfect bookkeeping before starting advisory?

No. We can stabilise the essentials quickly and build decision-useful reporting in parallel.

Yes. We can attend, present the numbers, and help field questions.

Detailed enough to be useful. We focus on the drivers that change outcomes and keep the model simple to maintain.

Absolutely. We’ll analyse margins and run “what-if” scenarios so you can set prices and priorities with confidence.

What Our Clients Say

“Payroll is now zero‑drama, and our VAT returns are predictable.”

Salon owner, Limerick

“They took us from spreadsheets to a clean monthly close in one quarter.”

Retail client, Dublin

Let’s make your next finance decision easy

Book a short, friendly call with an accountant who’ll listen first, map out your options, and outline concrete next steps—no jargon, no pressure, and no obligation.