How can we help you?
Make confident, data-driven decisions with a finance function built around you—from day-one setup to ongoing planning and insights.
Starting up Finance
Whether you are entering Hong Kong for the first time or launching a new venture, we help you set up the right financial foundations from day one. Our support covers company setup, banking setup, financial structure, accounting processes, and the operational support needed to start with confidence.
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
Comply Tax Rule Section 51C
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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
Startup Support
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Payroll
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Gov't Funding application
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License Application
Audit & Tax
Comply Company Ordinance, a company must have an annual audited financial report once transactions incur.
Company Secretary
Comply Company Ordinance cap 622. sect 474. A company must have at least one company secretary
Super-Charge Financial Management
As your business grows, decision-making becomes more complex and the cost of poor visibility gets higher. We turn financial data into clear reporting, forecasts, and planning tools so you can track performance, manage cash flow, and make decisions with greater confidence.
Starter
Monthly Accounting
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Monthly accounting
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Monthly reporting
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Monthly P&L review
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
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
Implement for Scale
At scale, strong processes are no longer enough on their own—you also need the right systems and finance architecture. We help businesses select, implement, and optimize planning and finance systems that support better controls, stronger reporting, and more efficient operations.
Systems Integration (EPM)
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EPM (Adaptive Planning, Anaplan) system implementation
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Create long-term system solution and infrastructure
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
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 EPM and AI implementations, covering configuration, integration, testing, and optimization.
Improve Visibility
Without a robust back-office foundation, you'll wrestle with inaccuracies and lose trust in your data.
Strengthen Control
You can measure what you manage. With solid financial infrastructure, you'll gain crystal-clear insight into how your business truly generates revenue.
Plan with confidence
Successful strategies always pair with a robust financial plan, equipped with scenarios and in-depth analysis.
Fund 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.
Our services are tailored to your business and designed to deliver measurable results
Who are we?
Krossroad Consulting was founded on a simple belief: strong financial insight is essential to making critical business decisions. We partner with founders as they navigate key growth crossroads, providing the clarity and structure needed to move forward with confidence.
We see ourselves as more than advisors—we take a hands-on, ownership mindset in every engagement. Our success is measured by the success of the businesses we support.
Our team brings together experienced fractional CFOs, FP&A professionals, accountants, and auditors, with deep industry expertise. We specialize in supporting brands across retail and e-commerce, while remaining adaptable to the unique needs of each business we work with.
Industries & Case Study
Wholesales
Wholesale businesses face constant highs and lows, so we focus on helping our clients manage cash flow and optimize working capital.
We also helped our clients obtain funding to manage temporary shortfalls.
Retail & F&B
In retail, success depends heavily on effective inventory control and strong staff management, so we helped our clients design practical commission structures that motivate retail teams to hit company targets while improving retention.
E-Commerce
We built a fully integrated workflow with QuickBooks Online, giving our clients real‑time visibility into their business performance at all times.
Jewelry
In Hong Kong, jewellery sales are regulated and require specific licences and registrations, especially for dealers in precious metals and stones.
and more...
Book a consultation to discuss your business needs.
