Services
Four layers. One operating system.
FinanceOS is delivered as four disciplined layers that work together — sized to your business and priced as a single monthly engagement.
01
Monthly reporting
A board-quality monthly pack: P&L, balance sheet, cash, variance against forecast, and a short written read. The first thing in your inbox on the day you agreed.
- Management accounts
- KPI scorecard
- Variance commentary
- Cash position & runway
02
Forecasting & modelling
Rolling 13-week cash, 12-month P&L, scenario models for hiring, pricing, capex and growth. Numbers you can actually run the next move through.
- 13-week cashflow
- Annual budget
- Scenario modelling
- Funding & headroom
03
Advisory & strategy
A quarterly seat at the table. Pricing, structure, capacity, margin, hiring, exit-readiness — the longer-arc decisions that compound.
- Quarterly strategy review
- Pricing & margin work
- Hiring & capacity plans
- Owner drawings & dividends
04
Tax & structure
Personal and corporate tax handled with intent — annual planning, dividend strategy, structure reviews, and a clear answer to the question owners always have.
- Corporation & personal tax
- Dividend planning
- Structure reviews
- Year-end coordination
Not sure which layer you need?
A 30-minute call is usually enough to know.