Financial Services

Practical finance, accounting, reporting, analysis and automation support for businesses, professional firms and research requirements.

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Our Financial Services

A broader financial-services offering where Xero is one part of the work — supported by accounting experience, financial reporting, analysis and process automation.

Accounting & Xero

Practical bookkeeping and accounting support, including Xero-based finance operations.

  • Xero bookkeeping support
  • Xero cleanup and reconciliation
  • Bank and ledger reconciliations
  • Accounts receivable/payable support
  • Month-end preparation

Financial & Business Analysis

Analysis of financial and business information to identify trends, movements and relevant decision-support insights.

  • Financial statement analysis
  • Business performance analysis
  • Data interpretation
  • Industry and business research
  • Management information

Economic Research

Independent research and analysis of economic, financial and business developments using structured data and documented sources.

  • Economic trend analysis
  • Inflation and interest-rate analysis
  • Business and industry research
  • Market and macroeconomic research
  • Research reports and data summaries

Finance Automation

Reduce repetitive finance work through practical spreadsheet, data-transformation and reporting automation.

  • Excel and VBA workflows
  • Power Query data preparation
  • Reporting automation
  • Financial data cleaning
  • Selected Python automation

Experience Behind the Service

The service offering is built around practical professional experience across accounting, reporting, auditing, private-equity finance and process improvement.

10+Years of finance, accounting and auditing experience
6,000+Leases involved in an IFRS 16 transition project
20Private-equity funds supported in prior accounting work
90%Reported reduction in processing time from an automation initiative

Accounting & Reporting

Experience includes financial statements, reporting, reconciliations, audit support, management information and accounting-process improvement across different business environments.

  • Financial accounting and analysis
  • Audit-query and internal-control support
  • Private-equity fund accounting exposure
  • Management information and reconciliations

Data & Technology

Finance work can be strengthened with practical technology skills when the requirement extends beyond routine accounting.

  • Excel, VBA and Power Query
  • Python for selected finance tools and automation
  • SAP, NetSuite, Investran and Tally exposure
  • Process improvement and reporting workflows

Who We Support

Services can be structured as one-time projects or recurring support depending on the requirement.

Small & Growing Businesses

Bookkeeping, reporting, reconciliation and financial analysis support without immediately adding a full-time finance resource.

Accounting & Professional Firms

Remote overflow support for defined accounting, reconciliation, reporting and finance-process assignments.

Professional Services

Structured finance information for consultants, agencies and other service businesses.

Research Requirements

Financial, business and economic research requiring structured data, analysis and clearly documented outputs.

Flexible Engagements

Start with a clearly defined requirement and expand the scope only when it is useful.

One-Time Assignments

  • Xero or accounting-system cleanup
  • Historical reconciliation review
  • Financial statement analysis
  • Reporting-pack setup
  • Research and data-analysis assignments
  • Excel / Power Query / VBA automation

Recurring Support

  • Monthly bookkeeping and reconciliations
  • Monthly financial reporting
  • Management information support
  • Finance operations and reporting support
  • Ongoing reporting automation
  • Periodic business or industry research

How an Engagement Works

A simple process keeps the scope clear and the deliverables practical.

1

Discuss

Understand your finance, accounting, reporting or research requirement.

2

Review

Review the relevant records, data, systems and current process.

3

Define

Agree scope, deliverables, assumptions and timeline.

4

Deliver

Complete the assignment and provide structured outputs.

5

Improve

Where appropriate, identify reporting or process improvements.

Need Financial or Accounting Support?

Tell us what you need help with — whether it is Xero, bookkeeping, reconciliation, financial reporting, analysis, research or finance automation — and we can discuss a suitable scope.

Request a Proposal
Services and scope are agreed based on the client's requirements and applicable professional or regulatory considerations.