How We Work
Monthly retainers or project-based engagements, a clear working rhythm and the deliverables you can expect.
Engagement models
Two simple ways to work with us.
Monthly
retainer
Continuous finance support for a fixed monthly fee – ideal for the outsourced finance manager, accounting and compliance services.
Book a consultationProject-based
quotation
Ad-hoc quotations for special projects such as clean-ups, system migrations, dashboards, registrations and reviews.
Request a quoteOur working rhythm
Regular, predictable touchpoints
- 01
Weekly cashflow reviews
A short weekly review of cash in, cash out and what is coming due.
- 02
Monthly management packs
Management accounts and KPIs delivered every month.
- 03
Quarterly reviews
Strategy and performance reviews to plan the next quarter.
- 04
Direct access
Reach us by call, email, WhatsApp, Microsoft Teams or Zoom.
Monthly management packs
Numbers you can act on.
Every month you receive management accounts that explain performance – not just report it – with the KPIs that matter to your business and a clear view of what needs attention next.
Getting started
Onboarding requirements
To ensure full compliance and effective finance management, we ask for:
- Company documents, ZIMRA profiles and NSSA details
- Prior financial reports
- Bank and mobile money statements
- Access to accounting systems
- Sales, stock and cost records
- Contracts, leases and loan agreements
What you receive
Deliverables
Depending on your scope, you can expect:
- Management accounts
- KPI dashboard
- Compliance calendar
- Audit-ready financial records
- Filing submissions
- Policy and internal control documents
- Data dashboards
Ready to get started?
Book a consultation and we’ll walk you through onboarding step by step.