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Industries

Real Estate & Construction

We support real estate developers, operators, and construction firms with financial modeling, underwriting, and cash flow forecasting built for how the industry actually works. From acquisition and development models to construction‑to‑permanent financing structures, we give you the numbers to move confidently on your next deal.

  • Acquisition underwriting – detailed DCF, IRR, and equity multiple analysis for individual assets
  • Development / construction models – phased cash flows, cost‑to‑complete tracking, and contingency planning
  • Construction‑to‑permanent financing – bridge loan modelling and take‑out financing structures
  • Feasibility & sensitivity testing – stress‑test rents, construction costs, and exit caps
  • Investor reporting – clear waterfall distributions and asset‑level performance dashboards

Private Equity

We build LBO models, deal screening tools, and portfolio reporting for private equity professionals who need to move fast without sacrificing rigor. Whether you are underwriting a new acquisition or reporting on portfolio company performance, our models are built to hold up under diligence.

  • LBO / acquisition modelling – leveraged buyout structures, debt sizing, and multiple expansion
  • Deal screening & pipeline tools – quick‑fire valuation and quick‑look IRR calculators
  • Portfolio monitoring – tracking EBITDA, net debt, and value creation against the fund’s thesis
  • Co‑investment & waterfall modelling – GP/LP splits, preferred returns, and clawback provisions
  • Fund‑level performance reporting – consolidated IRR, DPI, and TVPI across all investments

Technology, Media & Telecoms (SaaS)

We work with SaaS and tech companies on financial modeling, unit economics, and investor‑ready reporting that speaks the language your investors expect. From ARR and churn forecasting to fundraising models, we help you translate product growth into numbers that hold up in due diligence.

  • ARR & MRR forecasting – including expansion, churn, and contraction assumptions
  • Cohort‑based unit economics – CAC, LTV, payback period, and gross margin retention
  • Fundraising models – pre‑seed to Series B, built around the metrics investors actually check
  • Board & investor dashboards – real‑time views of sales efficiency, burn multiple, and runway
  • Scenario planning – for pricing changes, marketing spend, and growth acceleration

Financial Services & Wealth Management

We support wealth managers, RIAs, and individual investors with equity research, portfolio monitoring, and performance reporting that turns raw holdings data into a clear investment picture. Our reports are built for real decision‑making, not just compliance box‑ticking.

  • Equity research & valuation – DCF, comps, and sum‑of‑the‑parts for public and private holdings
  • Portfolio monitoring – tracking returns, risk metrics (Sharpe, beta), and sector exposure
  • Performance attribution – pinpoint which decisions added or subtracted value
  • Consolidated reporting – bring together multiple accounts, custodians, and asset classes
  • Client‑ready presentations – clear, visual summaries for quarterly reviews

Startups & Venture‑Backed Companies

From pre‑seed to Series B, we build the financial models and pitch decks that help founders raise capital and defend their projections under investor scrutiny. We know what investors look for because we have built the models that got funded.

  • Fundraising models – bottom‑up revenue builds, expense planning, and cash runway
  • Pitch deck development – narrative, market sizing, traction, and financial slides
  • Cap table management – option pools, dilution analysis, and scenario modelling
  • Investor data rooms – prepare financials, KPIs, and historical performance
  • Unit economics deep‑dive – making sure your CAC, LTV, and gross margins tell the right story

Manufacturing

We help manufacturing businesses model production economics, plan capital expenditure, and manage the bookkeeping and reporting that keeps operations financially sound. From cost‑per‑unit analysis to capacity planning, we give you the numbers behind the factory floor.

  • Production cost modelling – variable vs fixed costs, standard costing, and break‑even analysis
  • Capacity planning & capex – ROI on new machinery, line expansions, and maintenance schedules
  • Inventory valuation – FIFO, LIFO, and weighted‑average methods with automated tracking
  • Job‑costing & project profitability – for custom manufacturing or large contracts
  • Operational dashboards – OEE, throughput, and scrap rate monitoring in financial terms

Family Offices & High‑Net‑Worth Individuals

We provide portfolio monitoring, consolidated reporting, and financial planning support for family offices and high‑net‑worth individuals managing wealth across multiple accounts and asset classes. One clear report, not twelve scattered statements.

  • Multi‑asset reporting – listed equities, private equity, real estate, and alternative investments
  • Balance sheet consolidation – holistic net worth and asset allocation views
  • Performance and risk analytics – risk‑adjusted returns, drawdowns, and correlation analysis
  • Estate & succession planning – cashflow projections, tax efficiency, and generational transfer
  • Philanthropic / impact reporting – track grants, impact investments, and donor‑advised funds

Professional Services & Consultancies

We handle the bookkeeping, financial reporting, and cash flow forecasting that consultancies and professional service firms need to stay financially organised while focusing on client work. Built for firms that bill by the hour but still need to see the bigger picture.

  • Project‑based P&L – track profitability per client, project, and partner
  • WIP and unbilled revenue – accurate revenue recognition and WIP ageing
  • Utilisation and capacity planning – see which roles are over‑ or under‑utilised
  • Cash flow forecasting – synchronise billing cycles, client payments, and overheads
  • Management reporting – KPIs like realisation rate, billable hours, and net fee income

Marketing & Digital Agencies

We support marketing and digital agencies with bookkeeping, financial reporting, and cash flow visibility, so project‑based revenue and retainer clients don't turn into a bookkeeping headache. Know your margins by client, not just your total revenue.

  • Retainer & project revenue tracking – monthly recurring revenue vs one‑off projects
  • Client profitability analysis – understand which clients are truly profitable after labour costs
  • Ad‑spend reconciliation – match platform spend (Google, Meta, etc.) to client invoices
  • Cash flow management – align client payment terms with staff and operating costs
  • Automated reporting – monthly management accounts with key metrics (gross margin, net income)

E‑commerce & Online Retail

We provide bookkeeping, inventory‑aware reporting, and cash flow forecasting built for the realities of online retail, from multiple sales channels to seasonal demand swings. Your books stay accurate even when your sales volume doesn't.

  • Multi‑channel revenue reconciliation – Amazon, Shopify, Etsy, wholesale, and direct
  • Inventory and COGS tracking – accurate cost of goods sold across SKUs and channels
  • Gross margin analysis – product‑level profitability, including shipping and transaction fees
  • Cash flow forecasting – handle seasonal peaks, ad spend, and inventory purchase cycles
  • Sales channel profitability – compare net contribution from each sales channel

Hospitality & Leisure

We support hotels, restaurants, and small hospitality groups with bookkeeping and financial reporting that keeps day‑to‑day operations financially organised. Simple, reliable numbers so you can focus on the guest experience, not the spreadsheet.

  • Revenue management – track RevPAR, ADR, occupancy, table turns, and average spend
  • Cost control – food & beverage costs, labour, and operating expenses per outlet
  • Payroll and scheduling – manage staff costs against revenue and hours worked
  • Capex planning – forecast and track refurbishments, maintenance, and equipment replacement
  • Monthly management accounts – P&L, balance sheet, and cash flow tailored to hospitality

Non‑Profits & NGOs

We provide bookkeeping and financial reporting for non‑profits and NGOs, including fund accounting support so you can demonstrate accountability to donors, boards, and grant‑makers. Clear reporting builds the trust that keeps funding coming.

  • Fund accounting – track restricted and unrestricted funds with proper segregation
  • Grant compliance reporting – ensure expenses align with grant terms and conditions
  • Financial statements – prepare SOFP, income & expenditure, and cash flow with notes
  • Donor reporting – customised reports that show impact and stewardship
  • Board and budget packages – clear variance analysis and forecast vs actuals

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