Many established businesses do not get rejected for finance because the business is weak. They get rejected because the funding request, supporting documents, financial information, and repayment story are not structured in a way that gives funders confidence.

Our Finance Deal Structuring service helps businesses prepare, package, and position their funding applications more professionally.

This service includes:

• Finance readiness assessment
  We review the business’s current financial position, existing records, management accounts, cash flow, debt obligations, and funding purpose to assess whether the business is ready to approach funders.

• Funding requirement analysis
  We help clarify how much funding is required, what the funding will be used for, and whether the request is best suited for working capital, asset finance, expansion finance, project finance, refinancing, or another funding structure.

• Deal structuring support
  We assist in structuring the finance request so that the amount, term, repayment plan, security, cash flow assumptions, and business case are aligned with the expectations of funders.

• Funding Documentation Readiness Review                                                           We conduct an objective review of the documentation required for funding applications to identify gaps, inconsistencies, or missing information before submission. This includes reviewing financial statements, management accounts, cash flow projections, business profiles, supporting schedules, compliance documents, and other relevant information typically requested by funders.

• Credit story and business case positioning
  We help the business present a clear and credible funding narrative that explains the business model, financial performance, repayment ability, growth opportunity, and intended use of funds.

• Financial projections and repayment analysis
  We assist with forecasts, cash flow projections, affordability analysis, and repayment scenarios to help demonstrate the business’s capacity to service the proposed finance.

• Application review before submission
  Before the funding application is submitted, we review the structure, documents, numbers, and overall presentation to identify gaps that could weaken the application.

• Funder engagement support
  Where required, we support the business in responding to funder queries, clarifying financial information, and improving the quality of communication during the application process.

Why it matters:

• A strong business can still be declined if the funding application is poorly structured.

• Funders need clear financial information, credible projections, and a convincing repayment story.

• Proper deal structuring improves the professionalism, clarity, and funder-readiness of the application.

• The goal is not just to ask for money, but to present a finance request that is commercially sound, well documented, and easier for funders to assess.

Important note:
Funding approval is determined independently by the funder.
Our focus is to help businesses present clear, complete, and well-structured financial information for funder assessment.

• Accounting Systems Implementation

  As businesses grow, spreadsheets and poorly configured accounting systems often create reporting delays, duplicated work, weak controls, and unreliable financial information. Even where a business has an internal accountant or bookkeeper, the finance system may not be properly designed for scale, reporting, compliance, and management decision-making.

  Our Accounting Systems Implementation service helps businesses select, configure, and optimise cloud-based accounting systems such as Xero, QuickBooks, and other finance platforms according to their operational needs.

  This service includes:

  • Current system review
    We assess the business’s existing accounting processes, reporting challenges, chart of accounts, approval workflows, internal controls, and system limitations.

  • Accounting software selection support
    We help the business choose the right accounting platform based on its size, industry, reporting needs, number of users, internal finance team, approval structure, and future growth plans.

  • System setup and configuration
    We assist with configuring the accounting system, including the chart of accounts, users, permissions, tax settings, bank feeds, invoice settings, supplier records, customer records, and reporting categories.

  • Cloud accounting implementation
    We support the transition from manual processes, spreadsheets, desktop systems, or outdated software into a modern cloud-based accounting environment.

  • Process and workflow design
    We help design finance workflows for invoicing, purchasing, approvals, reconciliations, expense claims, reporting, document storage, and month-end routines.

  • Data migration support
    Where required, we assist with planning and supporting the migration of opening balances, customer data, supplier data, historical transactions, and key financial records into the new system.

  • Management reporting setup
    We configure reporting structures that allow management to track performance, cash flow, revenue, expenses, departments, branches, projects, or cost centres more effectively.

  • Integration advisory
    We advise on useful integrations with payroll, inventory, point-of-sale, CRM, payment, banking, reporting, and document management tools where relevant.

  • User training and adoption support
    We train internal finance teams and key users so they understand how to use the system correctly and consistently.

  • Post-implementation support
    After setup, we assist with testing, troubleshooting, process refinement, and ensuring that the system is working as intended.

  Why it matters:

  • A growing business needs more than bookkeeping; it needs reliable systems that produce accurate, timely financial information.

  • Poor system setup leads to reporting errors, duplicated work, weak controls, and poor decision-making.

  • A properly implemented accounting system improves visibility, accountability, workflow efficiency, and management reporting.

  • Cloud accounting gives business owners and finance teams better access to financial information, supports collaboration, and reduces dependence on manual spreadsheets.

  • The right system allows internal accountants and bookkeepers to work more efficiently while giving management better financial control.

  In simple terms:
  We do not just install accounting software. We help businesses build a finance system that supports growth, reporting, compliance, internal control, and better decision-making.

Our Independent Review service is designed to help businesses who may not require a full audit but still need a credible and impartial assessment of their financial health. During this review, we perform a thorough examination of the organization’s financial records, processes, and procedures. Based on our findings, we will issue a report that offers limited assurance that the financial statements are free from material misstatements.

Key Benefits of an Independent Review

Increased Credibility: An independent review adds credibility to your financial statements, giving stakeholders, investors, or banks confidence in your financial reporting.

Compliance: It ensures your business complies with the necessary regulatory requirements for your industry or jurisdiction.

Cost-Effective: An independent review provides a more affordable alternative to a full audit while still offering a reasonable level of assurance.

Objective Insight: Our professional accountants provide unbiased, third-party insights into your financial health, which can help in decision-making and improve transparency.

What’s Involved:

• Review of financial statements and underlying records.
• Evaluation of internal controls and accounting systems.
• Limited testing of transactions and balances to ensure accuracy.
• A written report expressing our opinion on the fairness of the financial statements.

If you are looking for a reliable, cost-effective way to ensure your financial statements are accurate and trustworthy, our Independent Review service is the right choice. Let us help you meet your regulatory requirements and provide stakeholders with the confidence they need.

Contact us today for more information or to schedule your Independent Review!

• Drafting of business financial strategy
• Drafting of accounting and financial processes, policies and procedures
• Drafting of budgets, and monthly review
• Practical advice on cash flow management
• Preparation of cash flow projections
• Financial discipline (assist entrepreneur in separating personal and business finances
• Analysis of business financial health
• Assist the client in maintaining the relationship with the banker
• Mentorship to accounting department or unit