Financial Reporting
& Virtual CFO Services
From Numbers to Strategy — Financial Reporting That Drives Better Decisions for SMEs
Financial management should deliver more than reports. For SMEs and growing businesses in Malaysia, it should offer perspective on current performance, forward-thinking direction and stronger control over financial outcomes. Our services help you understand results, plan ahead and make data-driven decisions for sustainable growth. Businesses that understand their numbers plan effectively, avoid surprises and act with confidence.
Our financial reporting and virtual CFO services provide management reporting, cash flow visibility and financial insights to support informed decision-making as well as to stay in control of your financial performance and direction — without the cost of a full-time CFO.
Financial Performance Reporting
A structured, insight-driven monthly or quarterly review of your business performance — including detailed financial performance analysis, trend charts and key action points that highlight progress, risks and opportunities for improvement.
Numbers are just the starting point and the real value comes from understanding the drivers behind your results. With regular insight-led management reporting, you can make effective decisions and maintain strong control over your business health. Our service fee is customised based on reporting scope and volume of data.
Scope of work includes:
- Monthly or quarterly profit and loss statement, balance sheet and cash flow reports
- Key financial ratios and performance metrics
- Budget vs actual variance analysis
- Easy-to-read charts and visual summaries
- Commentary with practical and actionable recommendations
Financial Planning & Analysis (FP&A)
A forward-looking service designed to help you plan, forecast and anticipate future performance. We develop detailed financial projections, cash flow forecasts and budgets that reflect real business activity — helping you manage costs, anticipate funding needs and track results against targets.
A business without a financial roadmap risks relying on assumptions instead of strategy. Our FP&A process links your business goals to measurable financial outcomes. We analyse your revenue trends, expenses and cash flow to identify gaps, plan funding requirements and test multiple business scenarios — giving you key financial insights to stay on target and maintain financial stability. Our service fee is customised based on the type and depth of analysis required.
Scope of work includes:
- 12-month profit & loss forecast (rolling or static)
- Detailed cash flow forecast
- Budget preparation and scenario planning
- Sensitivity analysis for key business drivers
- Forward-looking insights to guide strategic decisions
Virtual CFO Services for Growing SMEs
Gain access to senior-level financial leadership without the commitment of a full-time hire. Our Virtual CFO works with you part-time or on a project basis to oversee financial operations, support strategic planning and higher-level financial decision-making to strengthen business performance and key controls.
Not every business requires a full-time CFO, but every business benefits from their insight. This service provides strategic guidance, financial discipline and direction — aligning your finance function with growth objectives and decision-making needs. Our service fee starts from RM5,000 per month.
Scope of work includes:
- Partnering with management to align financial strategy with business objectives
- Oversight of internal finance functions
- Monthly financial review and strategy meetings
- Cash flow and working capital oversight
- Forecasting and scenario planning
Board of Directors & Investor Reporting Pack
A well-prepared board reporting pack is essential for effective discussions and decisions. We prepare structured reporting packs that combine financial results, performance highlights, key ratios and trend summaries — giving stakeholders a clear picture of how the business is currently performing as well as future projections.
Each reporting pack is designed to focus attention on what matters most. With concise visuals, clear explanations and consistent formatting, our reporting packs ensure your message is communicated effectively and leave a strong impression with stakeholders. Our service fee starts from RM3,000.
Report includes:
Scope of work includes:
- Executive summary and key financial highlights
- Performance indicators with key KPIs, financial ratio and trend analysis
- Cash flow summary and liquidity position
- Strategic updates covering risks, growth drivers and action plans
- Forward-looking projections with key assumptions
- Clear visuals, structured analysis and concise management commentary
Turn Your Financial Data Into Strategic Direction
Gain financial leadership and support in translating financial results into structured reporting and forward-looking insights.