Core Service Plans

Business Accelerator

Digitally Transform Your Business with a Scalable Solution

Ideal for solopreneurs & small teams looking to streamline operations
Access to automation templates & guided workflows for accounting, invoicing, and inventory management
Self-service knowledge base with video tutorials
Light support (monthly Q&A calls or email support)

Best for growing businesses needing pre-configured integrations & light customization
Everything from the starter package
Pre-configured integrations (Xero, Shopify, Lightspeed, or CIN7)
Light customization (e.g., branded invoice templates, minor workflow adjustments)
Monthly group training sessions
Faster support (48-hour ticket response)

For businesses that want full automation, custom integrations, and hands-on implementation
Everything from the Starter & Growth Packages
Fully customized digital transformation roadmap
Direct support via a dedicated consultant
Advanced automation & custom integrations (beyond standard workflows)
Full data migration & system setup
Ongoing optimization support (for the first 3-6 months)

Who it's for: Businesses that already use Xero, CIN7, or other software but need help streamlining operations, reducing inefficiencies, or integrating systems.
What's Included:
Digital process audit
Workflow optimization
Custom automation setup
Training on best practices

Who it's for: Mid-to-large businesses needing a fully customised digital transformation strategy and software integration.
What's Included:
Software selection and implementation (CIN7, Xero, Lightspeed, WorkflowMax, Google AppSheet, etc.)
Custom integrations & automation
Full data migration & system setup
Staff training & change management
Ongoing support (optional add-on)

Monthly Financial Reporting: Preparation and analysis of monthly management reports (Prerequisite - software to be Xero Accounting)
Budgeting and Forecasting: Monthly budget preparation and cash flow forecasting
Expense Management: Oversight and optimization of company expenses
Business Model Evaluation: Basic review and feedback on business models
Monthly Check-ins: One virtual meeting per month to review financial performance and address concerns
Email Support: Ongoing email support for financial queries

Everything in the Essential Package
Strategic Planning: Development of financial strategies to support business growth
Performance Monitoring: Detailed financial performance tracking and KPI analysis
Light support (monthly Q&A calls or email support)
Risk Management: Identification and mitigation advice of financial risks
Digital Transformation Advisory: Guidance on integrating digital technologies to improve business processes
Bi-weekly Check-ins: Two virtual meetings per month for in-depth financial reviews

Everything in the Growth Package
Investor Relations: Support with investor presentations and financial reports
Fundraising Assistance: Guidance and support for fundraising efforts, including pitch preparation
M&A Advisory: Advisory services for mergers and acquisitions, including due diligence and valuation
Weekly Check-ins: Weekly virtual meetings to ensure continuous financial oversight and strategic alignment
Business Model Innovation: Advanced support in developing and refining innovative business models
Digital Strategy Implementation: Assistance in implementing digital transformation initiatives and efficiencies throughout the business.
On-demand Support: Priority on-demand support for urgent financial and strategic matters