Your Dedicated Finance Expert. Without the Full-Time Cost.
Access experienced finance professionals who learn your business and provide ongoing accounting, reporting, planning, and financial support through a flexible subscription model.
Your business
- Priorities
- Systems
- Reporting needs
Your Finance Buddy
- Learns your business
- Matched to your needs
- Ongoing support
Illustration of the dedicated-professional model.
When does a business need a Finance Buddy?
Finance Buddy is for businesses that need dependable professional support, but not a full-time executive.
Professional support without a full-time executive
You need experienced finance input, but not a permanent senior hire.
An overloaded team
Your existing people are stretched and finance tasks keep slipping.
More reliable reporting
You want financial reports you can trust and understand.
Clarity on financial performance
You need help seeing what is driving results and where cash is going.
Specific accounting or finance expertise
Some areas, such as IFRS or modelling, need a specialist’s attention.
Support that grows with you
Your finance needs change as the business grows.
One professional who actually knows your business
A subscriber receives an assigned professional who learns the business, understands its requirements and provides ongoing support within the agreed service scope.
Your business
You share your needs, systems and priorities.
Finance Buddy matching
We look for a suitable professional based on requirements, expertise and availability.
Your dedicated professional
One assigned person who learns how your business works.
Ongoing finance support
Continuing help within your agreed subscription scope.
Finance expertise across the disciplines that matter
Finance Buddy connects businesses with a pool of chartered accountants, certified public accountants and other experienced finance professionals.
- Accounting
- Financial reporting
- IFRS
- SOCPA-related requirements
- Audit support
- Tax and compliance support
- Financial modelling
- Budgeting and forecasting
- FP&A
- Business finance
Four steps from enquiry to ongoing support
Choose a suitable subscription
Identify your business needs and select the subscription that fits.
Get matched
We assign a suitable professional based on your requirements, the expertise needed and availability.
Build the relationship
Your professional learns your business, accounting systems, reporting requirements and priorities.
Receive ongoing support
You work with your dedicated professional on the finance and accounting requirements you have agreed.
Flexible plans, agreed with you
Scope, inclusions and pricing are confirmed when you enquire.
Plans are tailored to your needs
Finance Buddy subscriptions depend on the expertise you need and the scope of support. Tell us about your business and we will explain the options and pricing that fit.
Finance Buddy questions, answered
What is Finance Buddy?
Finance Buddy is a subscription service that connects businesses with experienced finance professionals, including chartered accountants and certified public accountants. Each subscriber is assigned a dedicated professional who learns the business and provides continuing support within the agreed scope.
Who is assigned to my business?
A professional is selected based on your requirements, the expertise needed and availability. The qualifications, experience and responsibilities of your assigned professional depend on the subscription and the scope agreed.
How does the matching process work?
After you tell us about your business and needs, we look for a suitable professional in our network. We do not publish fixed matching timelines; we will discuss what to expect when you enquire.
What types of finance support are available?
Areas of expertise include accounting, financial reporting, IFRS, SOCPA-related requirements, audit support, tax and compliance support, financial modelling, budgeting and forecasting, FP&A and business finance. Availability depends on the professional’s expertise, jurisdiction, authorisation and your subscription scope.
How does the subscription work?
Finance Buddy is offered as a flexible subscription. Plan details, pricing and included support are confirmed when you enquire.
Can the service support an existing finance team?
Yes, where that is useful. A dedicated professional can support an existing team with areas such as reporting, technical accounting questions or planning, depending on the agreed scope.
Can businesses request particular expertise?
Yes. Tell us which expertise matters to you, such as IFRS or financial modelling, and we will take it into account in matching, subject to availability.
How is confidential financial information handled?
Confidentiality arrangements are agreed as part of the subscription. Please do not send sensitive financial records through the website contact form; we will agree a suitable method with you.
What happens when business requirements change?
Needs often change as a business grows. Talk to us about adjusting the scope or expertise of your subscription; the details are confirmed in your agreement.
Ready to find your Finance Buddy?
Tell us about your business and the support you need. We will explain how matching and subscriptions work for your situation.