Finance built for what happens next.
Advisory here means the work that has a deadline attached to it: a raise, a diligence process, a new entity, a buyer at the door.
Who this is for
- You are raising and the numbers have to hold up to questions.
- You are setting up in Bangladesh and need the finance side to work from day one.
- Someone is doing diligence on you next quarter.
How it runs
- A financial model that reconciles to your actual accounts.
- Investor and diligence preparation, including the questions we think will come.
- Business setup and compliance, coordinated with licensed professionals.
- A review of whether your finance function scales past where it is.
What is included.
- Finance setup for startups and SMEs
- Startup budget and cash planning
- Financial model development
- Investor and due-diligence preparation
- Business setup and compliance, coordinated with licensed professionals
- Company document preparation and hand-off
- Finance function review
- Scalability assessment
How a piece of advisory work is scoped.
Advisory is a defined job with an end, which is what separates it from the monthly work and from the CFO add-on. Something specific is about to happen: a raise, a diligence process, a decision about whether the finance function survives the next year of growth.
So the first conversation is not about deliverables. It is about which decision the work has to support, because that determines what has to be true about the output. A model that exists to answer an investor is built differently from one that exists to help you choose between two hires.
Our standards
- Any model we build reconciles to the accounts it came from. A model assembled for a deck rather than from the accounts is the first thing a serious reader finds.
- The awkward questions get found by us first, with an answer prepared, rather than by the person doing diligence on you.
- Where the work touches company setup or compliance, it is coordinated with licensed professionals and we say plainly which parts are theirs.
- You are told when the honest answer is that you do not need the piece of work you asked for.
When something else comes first.
Advisory work sits on top of records that can be trusted. If your accounts are not closed and reconciled, a model built from them is decoration, and we will tell you to do the cleanup first even though it is the less interesting piece of work and the slower answer.
The same applies to timing. If a raise is three weeks away and the accounts need rebuilding through the review period, the honest answer is sometimes that the preparation cannot be compressed into the time left. Hearing that now is worth more than hearing it in a diligence call.
We are also the wrong firm if
- The decision is already made and what you want is numbers that support it.
- What you actually need is a statutory filing, an audit or a legal opinion, all of which go to a licensed firm.
- You want a model built to a target rather than built from the accounts, because the first thing a serious reader does is check whether the two agree.
Before you call.
How is this different from the Virtual CFO?
The CFO add-on is an ongoing monthly relationship. Advisory is a defined piece of work with an end: a model that has to hold up, a diligence process that is coming, a finance function that has to be built before you hire into it.
Can we buy just one piece of it?
Yes. Each piece is scoped and quoted on its own. You are not required to take monthly bookkeeping to get a financial model built or a data room organised.
Do you give tax or legal advice?
No. Business setup and compliance work is coordinated with licensed professionals, and we say which parts are theirs. We do not give legal opinions and we do not make RJSC or NBR filings.
Will the model actually tie to our accounts?
That is the point of it. A model that cannot be reconciled back to the accounts it came from is the first thing an investor finds, and it costs more credibility than a slow month ever will.
More general questions are answered on the contact page.
Get a free review of your accounts.
Thirty minutes, no charge. We say honestly whether we can help, and what it would cost.