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300+ Founders Served Over $100M raised 40+ Years of Experience

Your Catalyst for
Financial Transformation and Success

Choosing the Wrong Financial Strategy Can Be Expensive

We all know that running a successful business is like navigating a minefield. Without proper financial management and strategy, it’s easy to veer off course and run into BIG financial problems.

Problems that can cause:
Cash Flow Crisis

A staggering 82% of businesses struggle with inadequate working capital due to poor cash flow management skills and know-how. It’s like walking on a tightrope without a safety net. One wrong step and your business could come crashing down. You don’t want to stunt your financial stability, do you?

With improper invoicing and record-keeping practices, you’re playing a dangerous game of numbers that can undermine the trustworthiness of your financial records. No one likes to risk their business’s financial integrity or second-guess the credibility of their records

Planning Pitfalls

Inefficient financial planning and forecasting mean you’ll be throwing darts in the dark, hoping for a target but never hitting the mark. Your business is held back, progress is hindered, and potential remains untapped.

Competency Gap

Limited resources and the right expertise to handle complex financial tasks can shatter your business’s core functions. The fallout? Missed opportunities, stress overload, and a fight to keep your business whole.

Don't Gamble With Your Business's Future

At Consult PBI, we specialize in guiding businesses like yours toward financial prosperity. Our financial specialists will help you chart a well-defined path, maximize your resources, and make every penny count.

With our industry-leading virtual CFO, bookkeeping, and accounting services, we deliver a strategic blend of financial expertise, meticulous attention to detail, and scalable solutions designed to ignite business growth, safeguard your bottom line, and set you on a trajectory for lasting success.

Say goodbye to the burden of in-house bookkeepers and accountants, and save costs without compromising on quality with us.

Here's How We Fuel Your Business's Financial Performance

FINANCIAL SYSTEM DESIGNING

To translate the business operations, nature and processes into accounting records as per the relevant IFRS’s, IAS’s and designing the  relevant controls to protect the business from possible fraudulent activities  is called as Financial system designing

CONTENTS OF SYSTEM DESIGNING

Studying the operations of the business
Designing the business processes
Applying IFRS's, IAS's, and industry practices
Designing relevant controls
Designing control sheets
Defining authority levels
Creating workflows as per IFRS's and IAS's
Measuring performance against standards
Devising corrective actions

IMPACTS OF ABSENCE OF FINANCIAL SYSTEM

Absence of standardized financial records
Lack of true and fair transaction views
Misleading financial records and management decisions
Non-compliance with IFRS's and IAS's
Increased fraud risks
No evaluation criteria or financial policies
Costly absence of corrective actions
Misleading business cashflows
Affected assets and liabilities

OUR ROLE

WE THE PBI excel in designing financial systems, bringing benchmarked processes, policies, controls, and industry practices for sustainable growth.

ADDITIONAL BENEFITS

20% OFF on financial system designing and other services
Free two-month support
Additional strategy and deep analysis notes

BookKeeping and Accounting

Experience peace of mind as we handle the nitty-gritty of your bookkeeping and accounting in a timely and accurate manner. We’ll keep your financial records in impeccable order, ensuring maximum precision and transparency and giving you the confidence to focus on what you do best – building your business

Financial Analysis and Reporting

Uncover valuable insights into your business’s financial health with our comprehensive analysis and reporting services. Our experts will dig deep into your financial data, identify key improvement areas, and provide clear, actionable (monthly/quarterly/annual) reports that empower you to make informed decisions, avoid costly errors, and optimize your financial processes.

Virtual CFO Services

Elevate your financial strategy with our virtual CFO services. Our seasoned professionals will act as your reliable advisors, offering personalized guidance, cutting-edge frameworks, and deep industry knowledge to infuse your business with a new level of financial agility. Whether you’re a budding startup or a small and developing business, we’ll work closely with you to strengthen your financial foundation and unearth new directions for your operations.

Stories of Trust, Result, and Partnership

Streamlined Process for Your Financial Success

1

Discovery Session

We begin by conducting an in-depth consultation to thoroughly understand your business’s unique situation, existing challenges, and desired objectives. This sets the stage for the next step.

2

Customized Blueprint

From the insights gathered, we curate a bespoke proposal outlining the solutions we recommend to solve your most pressing pain points and drive tangible business results.

3

Efficient Onboarding

Next, our team will reach out to you to gather all the crucial information, set up your accounts and ensure a smooth transition. With a minimum commitment of just 3 months, we lay the groundwork for long-term financial success, leaving no room for delays or disruptions.

4

Unwavering Support

We believe in building enduring partnerships. That’s why you get continuous support and proactive communication with us to keep your finances up-to-date and accurate. We are always available to address your queries and offer the financial clarity and confidence your business needs to thrive.

Choose the Plan that Aligns with Your Business Stage

STARTUP

$750

/Month
Typical Client Size/Under 10 employee
Reactive services
Scheduled Meetings - Up to 1x/Month
Onboarding / 5 Days
Monthly book keeping
Accounts payable and accounts receivable management (monthly)
Payroll management
Month-end reporting (within 30 days of month-end
Annual financial statements
EARLY STAGE

$1,500

/Month
Typical Client Size / 10-20 employees
Proactive Service
Scheduled Meetings - Up to 2x/Month
Onboarding / 10 Days
Monthly bookkeeping
Accounts payable and accounts receivable management (monthly)
Bank reconciliation statements
Month-end reporting (within 30 days of month-end)
Annual financial statements
Annual budget assistance
Quarterly cashflow review
Growth

$2,500

/Month
Typical Client Size / 20+ employees
Strategic Service
Scheduled Meetings - Up to 6x/Month
Onboarding / 14 Days
Monthly bookkeeping
Accounts payable and accounts receivable management (monthly)
Payroll management
Month-end reporting (within 30 days of month-end)
Annual financial statements
Annual budget assistance
Quarterly cashflow review
Budget Vs. Actual analysis - Quarterly
Financial model support & updates
Financial KPI check
Dedicated CFO

Following services are also available, but are optional.

Department Performance
Customized Dept Reports
Company-Wide KPIs
Resource Planning
Business Tax Return

Our Team is Expertly Trained in

Ready to Unlock Your Business's Financial Potential?

Stop leaving your business’s financial success to chance! Book a call with our experts today to explore how our innovative financial solutions can propel your business to remarkable new heights