Insights
The work, written down.
Guides and analysis from the engagements we actually run — how to build the forecast, what diligence tests, which clauses cost more than valuation, how property and crypto break a generic finance function, and what changes when you cross a border. Written by Chartered Accountants doing the work, not a marketing team.
The library
Fifteen pieces, no filler.
Guide · Capital
Pre-seed to Series B and beyond
What each round is actually buying, what investors test at every stage, the driver model that has to sit behind the deck, and how diligence runs from first meeting to money in the account.
Read16 min
Practice · AI
Long-running agents: the work that leaks between the handoffs
Most finance AI makes one task faster. A compliance year is six tasks passed between four people, and the money is lost in the gaps. What changes when one agent owns the whole year.
Read13 min
Guide · Capital
What a Series A data room actually contains
The full index, section by section, with what each document is testing — and the six gaps that most often derail a process.
Read10 min
Analysis · Capital
The clauses that cost more than valuation
Liquidation preference, the option pool shuffle, anti-dilution and control terms — modelled across the exits that actually happen.
Read11 min
Practice · Operations
Closing the books in five days without a bigger team
The sequence, the substantiation standard, five bottlenecks and what to automate first — in the order that actually returns time.
Read10 min
Practice · AI
Where AI belongs in a finance function — and where it does not
What supervised agents do reliably today, what still requires a Chartered Accountant, and the four-part test that tells you which is which.
Read11 min
Guide · International
Expanding into Australia: the finance checklist
Entity choice, registrations in order, why payroll is the biggest difference, transfer pricing, and the state tax nobody expects.
Read11 min
Guide · FP&A
The 13-week cash forecast, properly built
Direct versus indirect, the line-by-line structure, where each line is sourced, and the four errors that kill it by week five.
Read9 min
Analysis · M&A
Buying and selling a business, end to end
Quality of earnings, the working capital peg, earn-outs that survive completion, and the seven diligence streams — from both sides of the table.
Read14 min
Guide · Property
Property development, leasing and hotels
Cost-to-complete discipline, drawdown mechanics, face versus effective rent, and why a hotel is an operating business wearing a property asset.
Read13 min
Guide · Tax
Crypto and Web3: the tax and accounting position
Property not currency, why disposal is broader than selling, the impairment trap for treasuries, and what an auditor will ask for.
Read12 min
Guide · International
Expanding into the United States
Delaware or LLC, the flip decision, state nexus after Wayfair, the 83(b) window, and the payroll stack every new state triggers.
Read13 min
Guide · International
Expanding into the United Kingdom
The familiarity trap, public filing at Companies House, VAT under Making Tax Digital, IR35, and the employer on-costs nobody budgets.
Read12 min
Guide · International
Expanding into Singapore
Operating market or regional hub — they need different structures. The resident director requirement, substance, and NZ controlled foreign company exposure.
Read13 min
Guide · FP&A
The rolling 12-month forecast
The strategic view above the 13-week — rolling rather than annual, driver-based, with runway read as a decision framework rather than a number.
Read13 minFree tools
Two things you can use without talking to us.
Is your financial data ready to automate?
Thirty checks across the chart of accounts, consolidation, allocations, revenue recognition, data integrity and cross-system reconciliation. Scored, severity-tagged, about ten minutes. Nothing is submitted anywhere.
Run the check 02Interim, fractional, permanent or platform?
The four ways to buy senior finance capability, what each actually solves, and a trigger table that maps what is happening in your business this month to the model that fits it.
Work out whichEvery issue
Four sections, four minutes.
What changed
Tax, reporting and regulatory movements in New Zealand and Australia that affect a growing company — in plain language, with the action item.
What's being priced
Observed valuation, term and structure trends across the raises and transactions we and our network are seeing.
The play
One practical finance move you can implement in a fortnight — with the template, the calculation or the checklist attached.
Machine notes
What is actually working in AI-assisted finance, what is overhyped, and what we have broken in production so you do not have to.
Rather talk than read?
Book thirty minutes and put the question directly to a Chartered Accountant.