Defined engagements
Our consulting services.
Each service has a clear objective, defined deliverables and an agreed statement of work. Fees are determined by the agreed scope and requirements of each engagement.
01 / Diagnostic
RootBridge 360
Review financial performance and identify actions that improve visibility, cash flow and management decisions.
Included
- Kickoff and management interview
- Review of up to two years of available financial statements
- Cash-flow, working-capital and profitability diagnostic
- Findings report and prioritized 90-day action plan
- One management presentation
Excludes: Audit assurance, bookkeeping remediation, tax advice and implementation.
Discuss a diagnostic ↗02 / Ongoing support
RootBridge CFO
Support management with useful forecasts, financial analysis and disciplined performance reviews.
Included
- Monthly reporting pack with agreed KPIs
- Rolling cash-flow forecast
- Budget and variance review
- One monthly management meeting
- Written next-action summary
Excludes: Bookkeeping, statutory financial statements, audit assurance and transaction execution.
Discuss CFO support ↗03 / Corporate finance
RootBridge Capital
Assess financing requirements and strengthen the financial case for business growth or investment.
Included
- Financing-needs assessment
- Integrated financial projections and assumptions
- Downside and base-case scenarios
- Capital requirements summary
- Lender-ready financial information package
Excludes: Financing guarantees, legal opinions, securities placement, broker-dealer activity and investment recommendations requiring registration.
Discuss capital planning ↗04 / Analytics
RootBridge Intelligence
Turn existing financial data into practical dashboards and timely management information.
Included
- Definition of agreed KPIs and data inputs
- One financial dashboard
- Data quality checks and refresh design
- Documentation and handover training
Excludes: ERP replacement, complex integrations, third-party subscription fees and perpetual support.
Discuss reporting tools ↗All work is subject to contract, capacity and applicable professional and regulatory requirements. Client data is handled only through agreed channels.