What Do We Do?
We help your business architect its finance infrastructure.
We deliver end-to-end solutions to power your business's finance engine.
Financial Process Design
We craft your financial processes using cloud technology and AI to automate and optimize workflows.
Accounting
We leverage AI-powered accounting platforms like QuickBooks Online, Xero, and NetSuite to organize and unify your company's financial data.
Financial Report
We build intuitive dashboards to power your daily operations, keeping your performance targets crystal clear and actionable.
Systems & AI
We provide expert IT services for EMP and AI implementations, covering configuration, integration, testing, and optimization.
Know your numbers
Without a robust back-office foundation, you'll wrestle with inaccuracies and lose trust in your data.
Build strategy
Successful strategies always pair with a robust financial plan, equipped with scenarios and in-depth analysis.
Control outcomes
You can measure what you manage. With solid financial infrastructure, you'll gain crystal-clear insight into how your business truly generates revenue.
Find Growth
To grow, companies need capital—whether self-funded, via government grants, bank loans, or investor capital. A strong financial foundation empowers you to present compelling, data-backed plans with precision and confidence.
We deliver measurable business outcomes.
What We Can Do For You
Every business is unique, which is why we tailor our approach to fit your specific needs. We align closely with your company’s rhythm, supporting your decision-making process and business development in a way that feels natural and effective.
We recognize that businesses at different stages and sizes require different levels of support. That is why we offer flexible scopes of service at pricing that aligns with your growth. Our core focus is simple: to create meaningful, measurable value for your business.
Starting
Business
Company Setup
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Company Setup
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Banking setup
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Financial structure (Chart of Accounts) & Systems (QBO)
Monthly Accounting
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Monthly accounting
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Monthly reporting
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Monthly P&L review
Control and Validation
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Invoices reconciliation
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Expenses reconciliation
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Bank reconciliation
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Startup Support
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Payroll
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Gov't Funding application
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License Application
Audit assistance (audit fee separate)
Project based company secretarial service
Who is it for?
Starter
Businesses with simple
business models
Only wants accounting and
secretarial support
<HK$200K monthly revenue
Starter
Growth
Who is it for?
Growing business with consideration of various models
Growth decisions needed:
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Headcount decisions
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Resource decisions (i.e. office, warehouse, internal processes, etc.)
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Revenue decision (new channels, new products)
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Wants managerial accounting services to understand the business finances better
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Requires timely business decision making
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> HK$200K monthly revenue
FP&A
Ready
Monthly Accounting
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Monthly accounting
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Monthly reporting
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Monthly P&L review
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Financial Planning & Analytics
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Driver base model (investor ready)
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Long-term (3-5 years) planning
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Annual department budgets
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Quarterly Business forecast
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Monthly financial review
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Cashflow model
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Monthly leadership meeting
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Data Analytics
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Design key performance metrics (KPIs)
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Understand business with drill in precision and detail
Control and Validation
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Invoices reconciliation
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Expenses reconciliation
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Bank reconciliation
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Cashflow control
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AI ready
Expansion
Who is it for?
Growing business with consideration of various models
​
Growth decisions needed:
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Headcount decisions
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Resource decisions (i.e. office, warehouse, internal processes, etc.)
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Revenue decision (new channels, new products)
​
Wants managerial accounting services to understand the business finances better
Requires timely business decision making
Requires long-term view on the business
Looking into medium to long-term funding needs
>HK$500K monthly revenue
Systems Integration (EPM)
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EPM (Adaptive Planning, Anaplan) system implementation
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Create long-term system solution and infrastructure
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Finance Process Architect
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Design internal process around planning systems
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Implement AI in steps of the process to improve efficiency and optimize for outcome
Control & Accounting
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System reconciliations
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AI supported accounting process​
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Our Clients
Ookonn
Scope
Accounting
Decision Support
Gov't Funding
Luxury Business Group
Scope
Accounting
Decision Support
CMWPearls
Scope
Accounting
Decision Support
Gov't Funding
Petit Bateau HK
Scope
Accounting
Decision Support
