ServicesXcelerate Advisory

One accountable team across capacity, finance and growth

Engage a single capability or combine them into a managed programme with one partner accountable for the outcome.

EXPERTISE

Explore the full service catalogue

Bookkeeping & Accounting

Day-to-day books, done right and done on time. We manage your ledgers, categorize transactions, reconcile accounts, and keep your financials audit-ready year-round, so month-end never turns into a scramble.

Deliverables

  • Document Verification & Record Keeping
  • GL Scrutiny and Monthly Book Closure
  • Reconciliation

AR/AP Management

We chase what you're owed and pay what you owe, on schedule. Invoicing, collections follow-up, vendor payments, and cash-flow visibility handled so working capital stops being a guessing game.

Deliverables

  • Document Management
  • Invoice Processing & Compliance
  • Aging Reports & Cash Flow Management
  • Follow ups & Risk Management
  • Reporting

MIS & Management Reporting

Numbers only matter if they tell you something. We build recurring management reports, like P&L, cash flow, KPI dashboards. Provides founders and leadership teams a clear read on the business, not just a data dump.

Deliverables

  • Monthly Financial Reports
  • Dashboards to Simplify the Numbers
  • Steady Suggestions to Improve Financial Health

Inventory Set Up & Management

For product and e-commerce businesses, inventory accuracy is the difference between a clean P&L and a guessing game. We set up and manage inventory tracking that ties correctly back into your books.

Deliverables

  • Review & Understand Current Process
  • Suggest Changes to Process/Software as per Requirement
  • Integrations & Monitoring
  • Resolving Issue & Discrepancies
  • Automate Process

Software Set Up & Integrations

We set up and connect the finance stack. Accounting platforms, payment processors, e-commerce tools, and inventory systems, so your numbers flow automatically instead of being re-keyed by hand. (e.g., QBO + A2X for e-commerce sellers, QBO + SOS Inventory for stock-heavy businesses.)

Deliverables

  • Fresh Set Up or Clean Up
  • Import Or Migration
  • Complete All Connections and Integrations
  • Set up COA, Vendors, Customers

Clean Up & Reconciliations

Books fallen behind or don't tie out? We reconstruct and reconcile past periods, close the gaps, and hand you a clean, accurate starting point to move forward from.

Deliverables

  • Review Current Process & Set Up
  • Request & Maintain Required Documents
  • Identify Discrepancies
  • Resolve Discrepancies, Enter necessary Adjustments
  • Categorizations & Reconciliations of Banks and Books

Virtual CFO / Fractional CFO

Strategic finance leadership, without a full-time hire. Budgeting, forecasting, fundraising support, and board-level financial guidance from someone who's sat in the room before brought in at the level you actually need.

Deliverables

  • Profitability Analysis & Variance Analysis
  • Cost Analysis & Reduction Strategies
  • Financial Forecasting & Budgeting
  • Financial Reporting & Analysis
Working with us

What every engagement includes

Named partner

One senior owner accountable end to end.

Written scope

Deliverables, timeline and success metrics in writing.

Regional alignment

Coverage in your timezone and regulatory context.

Quarterly review

Commercial review against the agreed targets.

Next step

Book a discovery call with an advisory partner

Thirty minutes, no pitch deck. We map your constraint, size the opportunity and tell you plainly whether we are the right team for it.