Service catalogue

Advisory tracks designed for sustained financial clarity

Each engagement is modular, allowing us to tailor deliverables for young professionals, startups, and established SMEs. Capacity-building sessions, diagnostic sprints, and accountability check-ins are included where they add measurable value.

Consultant presenting market demand heatmaps, cash buffer projections, and supplier payment timelines to Ghanaian SME owner during strategic liquidity workshop.

Our core advisory services

We keep the portfolio focused on five service lines that address the full income-to-expense journey without overcomplication.

Income Mapping Intensive

We audit revenue sources, payment timelines, and responsible team members. Outputs include an income board, risk scoring, and negotiation scripts for key payers.

Emergency Fund Blueprint

We define target amounts, contribution schedules, and liquidity mix for households and SMEs, aligning with Bank of Ghana guidance and individual risk appetite.

Expense Governance Setup

We co-create approval workflows, budget variance trackers, and vendor scorecards so spending is controlled without slowing down operations.

Cash Flow Pulse Monitoring

We embed simple dashboards and review rituals that alert clients to cash gaps, overstocking, or delayed receivables before they become crises.

Accountability Partner Sessions

We run structured monthly reviews to interpret metrics, update action plans, and troubleshoot behavioural hurdles that can derail financial discipline.

Delivery flow that respects your bandwidth

Engagements are intentionally paced to minimise disruption and maximise adoption. We adapt to evening sessions, remote calls, or in-person workshops depending on client preference.

Kick-off

Clarify goals, gather documents, and align on success metrics within the first week.

Diagnostics

Analyse income, expenses, and savings behaviours, using collaborative tools to surface challenges.

Design Sprint

Co-build playbooks, dashboards, and accountability routines across two to three working sessions.

Implementation

Prepare handover kits, training notes, and orientation sessions for all stakeholders involved.

Review

Track metrics for six to twelve weeks and refine systems to keep momentum high.

Toolkits you receive

We provide editable templates, quick-reference guides, and explainer videos to reinforce learning after our sessions conclude.

  • Income board spreadsheet with automated alerts and categorisation rules.
  • Emergency fund planner covering savings, treasury bills, and insurance buffers.
  • Expense governance manual detailing approval thresholds and documentation standards.
  • Monthly review checklist to keep accountability sessions efficient.

All materials are adaptable for mobile devices, allowing you to update them on the go.

Close-up of colourful financial dashboard showing expense categories, emergency fund progress bars, and monthly cash flow metrics on tablet held by emerging entrepreneur.

Who benefits the most

Our services resonate with individuals and teams navigating transition, expansion, or sustainability milestones.

Young professionals

Balancing promotion pathways, education goals, and family responsibilities with confidence.

Creative and tech freelancers

Stabilising irregular earnings while funding equipment, marketing, and growth experiments.

Owner-managed SMEs

Improving supplier relationships, payroll predictability, and compliance documentation.

Select the advisory track that suits your next move

We blend data, empathy, and structure so you can make money decisions that align with your ambition and community impact.