Our Services.

We have two primary service streams to help you refine and improve your business – long-term services and short-term.


  • Virtual CFO/COO (take your pick!) – we’ll look after your operational, financial, and administrative tasks. Focus on growing your business and your impact while safe in the knowledge that the fundamentals are being looked after. Everything included in the VFM and Applied Bookkeeper package – with the complete comfort that all your financial forecasting, GST, payroll is looked after. Oh, and weekly financial and cashflow strategy chats.
  • Virtual Finance Manager – everything in the Applied Bookkeeper package but with more one-on-one time, cashflow forecasting, and financial strategy sessions.
  • Applied Bookkeeper – we’ll look after your books and we’ll have a monthly chat about they are telling us.


  • Cashflow Coaching – using our cashflow forecasting templates, we’ll help you build a comprehensive cashflow model and provide coaching over a 12-week period. At the end of this course, you’ll have the tools you need in order to make business and cashflow-related decisions with confidence.

Have time to give the DIY-forecasting option a go? Check out our templates here to help you on your way.

  • Spreadsheeting – need a custom spreadsheet? Flick us your brief and we’ll see what we can do.

If you’re still not sure 100% sure whether we can help you, get in contact for a quick chat!

Let's Chat