The Financial Clarity Review

This package is perfect for clients who need a quick, data-driven assessment of their health and profitability and want clear, actionable steps on where to improve immediately.

Financial Performance & Health

12 months of core financials (P&L, Balance Sheet, Cash Flow) and KPIs (e.g., Gross Margin, Operating Expenses, Debt Ratios). 

Benchmarking key financial ratios against industry standards. Profitability analysis of top revenue streams/cost centres. Identification of 2-3 immediate financial risks/opportunities. 

Provision of necessary financial statements (e.g., QuickBooks, Xero exports). 1-hour kick-off meeting. 

90-minute virtual presentation of findings, insights, with 3-5 immediate, high-impact financial action items. Formal written report.

1-2 weeks from data receipt. 

From $2,000

This package is for businesses that are looking for ways to optimise key business processes and/or understand how to use technology (incl. AI and automation) to improve efficiency.

Core Business Processes + Technology

Documentation on 2-3 key processes (e.g., Sales-to-Cash, Service Delivery, or Inventory Management) and details on current software/technology usage and subscriptions.

Process Mapping: Analyse the steps, time, and resources required for core processes. Bottleneck Identification: Pinpoint 3-5 major inefficiencies that drain time/money. Technology Check: Review current technology usage and where AI/automation could be implemented (utilising current or new software). 

Business process documentation and details on software used. 2 interviews with key staff (1 hour each).  

90-min workshop to review findings, presenting an Efficiency Priority Matrix and 5-7 short and medium-term tactical recommendations for process improvement and AI/automation opportunities. Formal written report with further detail.

3-4 weeks from data receipt. 

From $3,000

This is your comprehensive review, aligning your core philosophy of leveraging technology, processes, and financial data for maximum potential.

Financial Performance + Business Processes + Technology/Automation  

All elements of Operational Efficiency Review, plus review of core technology stack (CRM, ERP, accounting software, communication tools). 

Integrated Analysis: Deep-dive analysis of all three areas (Finance, Process, Tech). Automation Opportunity Scan: Identify 5+ areas where technology can eliminate manual work. Future State Blueprint: Develop a recommended 12-month roadmap for integrated optimisation. 

All data from Operational Efficiency Review. 3-5 interviews with staff across departments (1 hour each). 

Half-day Executive Strategy Session resulting in a Strategic Optimization Blueprint. This includes a detailed plan for operational efficiencies, technology recommendations, and quantified financial impact projections. 

6-8 weeks from data receipt. 

From $15,000