What We Offer

Seamless Integration
We integrate with Google Sheets, Xero, and other financial tools to ensure we have quick and efficient access to up-to-date data. This integration allows us to seamlessly gather and analyse your financial information, ensuring that we’re working with accurate data when providing advice. With these systems in place, you can be confident that the insights we offer are based on real-time information.

Detailed Bookkeeping and Data Entry
Our detailed and consistent bookkeeping ensures that your financial records are accurate and up to date. This level of accuracy is what makes our in-depth advisory services possible. Our bookkeeping team maintains precision in recording all transactions, making sure that every detail is accounted for, which provides us with the solid foundation needed for delivering tailored and insightful advice.

Customisable and Visual Dashboard
Our secure dashboard is designed to provide a quick and easy overview of your financial data. With visual elements like charts and graphs, we make complex data easy to understand. This user-friendly platform allows us to access your financial metrics in real-time, helping us offer clear and informed advice at any moment. Whether you’re tracking revenue, expenses, or other key metrics, our dashboard is fully customisable to suit your specific needs.

LLM-Powered Instant Data Insights
Our in-house Large Language Model (LLM) is integrated into the dashboard, offering instant answers to any data-related questions you may have. This tool allows us to compare and analyse data quickly, providing clear and actionable insights. Whether you need to understand the performance of a specific campaign or analyse expenses across different projects, the LLM simplifies data comparison and understanding, delivering immediate clarity.

Fully Customisable Dashboards for Tailored Advice
Our dashboards can be tailored to reflect the metrics most important to your agency. Whether you want to monitor revenue, job profitability, team utilisation, or other KPIs, we can customise the dashboard to display these metrics in a clear, easy-to-read format. This customisation ensures that we can provide advice that is specific to your business’s needs, allowing for more accurate and relevant guidance on how to improve performance and manage finances effectively.

Actionable Insights for Key Metrics
We don’t just offer raw data—we transform your data into actionable insights. By analysing key metrics such as revenue growth, expenses, and profit margins, we help you understand where improvements can be made. Whether it’s advising on how to optimise your pricing strategies or reduce operational costs, we pride ourselves on delivering insights that have a real impact on your agency’s bottom line.