What we do
Our services
Seven service lines organised around the questions business owners ask most. Each can be engaged on its own, or combined into an ongoing advisory relationship.
Seven service lines, one goal: clearer numbers, better decisionsEvery engagement is scoped, delivered and reviewed together with you.
1.Accounting, Reporting & Compliance
| What we do | We maintain or review your books and prepare timely management accounts, and support tax planning and statutory filings so that compliance is handled properly and on time. |
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| What you receive | Monthly management accounts, clear financial statements, tax planning advice and organised statutory filings. |
| What it means for you | Reliable numbers you can trust, and fewer compliance surprises. |
2.Financial Insight & Performance
| What we do | We analyse your results in depth: where you make and lose money, how costs behave and whether your prices reflect the true cost of your products and services. |
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| What you receive | Financial analysis reports, product, customer and branch profitability, pricing recommendations and performance dashboards. |
| What it means for you | A clear picture of what drives profit, and the confidence to price, invest and cut costs in the right places. |
3.Cash Flow, Planning & Forecasting
| What we do | We help you understand where your cash goes and comes from, release cash tied up in stock and receivables, and plan ahead with realistic budgets and forecasts. |
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| What you receive | Cash flow forecasts, working capital reviews, annual budgets and rolling financial forecasts with regular budget-versus-actual reviews. |
| What it means for you | Fewer cash crunches, better use of funds and a plan you can measure performance against. |
4.Controls & Risk
| What we do | We review your financial processes, approvals and reporting, identifying weaknesses and opportunities to strengthen control and reduce risk. |
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| What you receive | An internal control review report with prioritised findings and practical recommendations, and help implementing improvements. |
| What it means for you | Greater assurance, reduced risk of errors and losses, and less dependence on individual people. |
5.CFO & Strategic Advisory
| What we do | We provide senior finance leadership, either as a Virtual CFO on an ongoing basis or as CFO advisory on specific issues, along with business strategy and evaluation of investments and projects. |
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| What you receive | Owner-level financial guidance, strategic and financial planning, investment and project appraisals, financial models and support with lenders and stakeholders. |
| What it means for you | The finance leadership of a CFO, without the cost of a full-time appointment, and sound analysis behind your biggest decisions. |
6.Financial Training
| What we do | We build financial understanding inside your business through practical, tailored training for owners, managers and finance and non-finance teams. |
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| What you receive | Customised workshops and training sessions on topics such as reading financial statements, cash flow, costing, budgeting and using dashboards. |
| What it means for you | A team that understands the numbers, and better decisions made at every level. |
7.Company Secretarial & Corporate Services
| What we do | We provide practical company secretarial and corporate compliance support to help businesses maintain accurate records, meet statutory requirements and manage their corporate obligations efficiently. |
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| What you receive | Tailored support covering company incorporation and registration, statutory records and registers, annual returns and filings, board and shareholder documentation, resolutions, changes to company particulars and ongoing corporate compliance. |
| What it means for you | Greater confidence that your company records and statutory obligations are properly managed, allowing you to focus on running the business. |
How we work with you
Flexible engagement models
Start with a specific need and grow the relationship over time.
| Model | What it involves | Best suited to |
|---|---|---|
| Project-based consulting | A defined scope, timeline and fee for a specific need, such as a cash flow review, cost and pricing study, budget and forecast, control review or investment analysis. | Businesses with a specific problem or decision to address. |
| Monthly advisory retainer | Regular management accounts, performance reviews, dashboards and advisory support, with a consistent point of contact. | Businesses that want ongoing insight and a trusted sounding board. |
| Virtual CFO | Senior finance leadership on an ongoing basis: strategy, planning, reporting, controls and owner-level guidance. | Growing businesses without a CFO or Finance Manager. |
| Training & capability building | Practical finance and business training tailored to your team and your industry. | Businesses that want to build their own team's skills and confidence. |
A typical client journey
What working with JAY looks like
- Discovery. An initial, no-obligation conversation about your business and priorities.
- Diagnostic. A short review of your current position to pinpoint where JAY can add the most value.
- Proposal. A clear proposal with scope, deliverables, timeline and fees.
- Engagement. Delivery of the agreed work, with regular check-ins and progress updates.
- Review and next steps. Review of results, and a conversation about ongoing support.
Not sure where to start?
Book a discovery call and we will suggest a practical starting point for your business.