FinSight Business ServicesFinSightBUSINESS SERVICES
PRACTICAL ACCOUNTING · FINANCIAL INSIGHT · SMARTER SYSTEMS

25+ years of experience. Your next stage in focus.

Fractional CFO & financial advisory

25+ years of hands-on experience behind your next move. Know which decisions your cash and margins can support.

  • Rolling cash-flow forecasts and scenario planning
  • Budget reviews, performance conversations and action plans
  • Decision support for hiring, pricing and growth

Monthly retainer

Accounting cleanup & reconciliation

Get back to numbers you can trust. Build a reliable foundation before adding more reports.

  • Bank, mobile-money and ledger reconciliations
  • Backlog review, corrections and exception tracking
  • A practical handover and monthly close checklist

Scoped project

Management accounts & financial intelligence

Turn the month-end pack into a plan. Understand what changed, why it matters and what to do.

  • Profit and loss, balance sheet and cash-flow reporting
  • Budget-versus-actual analysis and KPI commentary
  • An owner-friendly brief with priorities and actions

Monthly service

Accounting software implementation & training

Make your systems work for your team. Move from scattered tools to a consistent way of working.

  • Requirements review and software selection support
  • QuickBooks or suitable platform setup and migration checks
  • Team training, documented workflows and scoped support

Project + optional support

Excel dashboards & financial models

Your most useful numbers, in one place. Explore the effect of a decision before committing cash.

  • Editable Excel dashboards tailored to your KPIs
  • Cash-flow, pricing or scenario models with visible assumptions
  • Data validation, documentation and a handover session

Scoped project

AI business automation consulting

Give repetitive work a better workflow. Reduce repeat effort while keeping people accountable.

  • A workflow review and prioritised automation opportunities
  • A scoped pilot for reporting, invoices or administrative tasks
  • Human review points, exception handling and team handover

Review + scoped pilot

Tax & accounting research support

Arrive at your next compliance discussion prepared. Make the information easier to review and act on.

  • Research briefs with sources and stated assumptions
  • Organised records and a questions checklist
  • Coordination with local, registered Chartered Accountants for annual tax filings and audits

Scoped support

Business plans & financial projections

Put a credible financial story behind your ambition. Explain your plan with numbers you can defend.

  • Business narrative and funding-use plan
  • Integrated projections with transparent assumptions
  • Sensitivity analysis and lender discussion materials

Scoped project

ChatGPT & AI training for business

Turn curiosity about AI into everyday capability. Help your team use AI with purpose and sound judgement.

  • Role-based workshops using realistic business tasks
  • Reusable prompts for analysis, drafting and administration
  • Verification routines and responsible data-handling guidance

Workshop + optional coaching

Recurring FinSight subscription packages

Foundation

For owners who need dependable records and a clear monthly picture. Recurring bookkeeping and reconciliations; Monthly management accounts; A monthly priorities brief. Initial cleanup is scoped separately where needed.

Clarity

For growing businesses ready to connect their numbers to action. Everything in Foundation; Cash-flow forecast and KPI dashboard; Monthly performance and action review. Dashboard scope and reporting cadence agreed in your proposal.

Growth Partner

For owners making bigger decisions about teams, funding and expansion. Everything in Clarity; Fractional CFO advisory and scenario planning; Budget, growth and funding-readiness reviews. Advisory time and meeting cadence agreed in your proposal.

All packages are quoted to an agreed scope. Enquiring does not start a paid subscription.

AI-enabled, with human judgement

AI can support research, drafting and analysis. Outputs need source checking and professional review. FinSight handles forward-looking strategy and cash flow, partnering with local, registered Chartered Accountants to handle annual tax filings and audits. Partner roles, scope and fees are agreed before work begins.

Email nana@finsightbusinessservices.com · Call 053 357 0393 · WhatsApp 024 428 0781