Finance & Advisory Services
Flexible support while you recruit, grow or strengthen your finance function.
V&E Kaiulo provides accounting support, monthly financial management and fractional Finance Director services for businesses in the Isle of Man and internationally.
We work alongside your existing team on specific assignments or an agreed part-time basis, with scope and fees agreed upfront.
Find the Support You Need
V&E Kaiulo provides advisory services across the following areas:
Finance Cover While you Recruit
Keep accounting and reporting work moving during a vacancy, absence or delayed appointment.
We work alongside your existing team to cover agreed finance responsibilities while you recruit or manage a temporary gap. This gives you additional capacity while notice periods, relocation or recruitment arrangements run their course.
Support Can Include
Accounts preparation and review
Bank and balance sheet reconciliations
Management accounts and financial reporting
Oversight of outstanding work and reporting deadlines
Coordination of accounting queries and audit information
We agree the workload, capacity and fees upfront, with a documented handover when your new colleague is ready.
Monthly Finance Cover
A clearer view of cash and business performance, with regular support to act on the figures.
We help businesses establish a dependable monthly reporting process, working alongside existing staff and external accountants where appropriate. We explain the results, highlight matters requiring attention and help you plan for upcoming commitments.
Support Can Include
Monthly management accounts and performance commentary
Cash forecasts and review of upcoming payments
Debtor, creditor and working capital reviews
Budget comparisons and investigation of significant variances
A regular management meeting to discuss results and agree actions
We agree the reporting timetable, responsibilities and monthly fee around the needs of your business. Any work required to bring existing records up to date is scoped separately.
Fractional Finance Director
Senior financial guidance and oversight, with a commitment that fits your business.
We work with business owners and leadership teams who need experienced finance input but do not require a full-time Finance Director. We help you assess business performance, plan ahead and evaluate the financial implications of important decisions.
Support Can Include
Budgets, forecasts and business planning
Financial assessment of growth plans and proposed investments
Management and board reporting
Finance team oversight and development
Review of financial controls and approval processes
Preparation of financial information for funding discussions
We agree the responsibilities, number of days and fees upfront, then review the arrangement as your business develops. Support can continue on a part-time basis or include a handover when you appoint a permanent Finance Director.
Accounting & Reporting Support
Additional accounting capacity to clear outstanding work and meet reporting deadlines.
We support businesses, accounting practices, fund administrators and corporate service providers with defined accounting preparation, review and reporting assignments. We work alongside your existing team, taking responsibility for an agreed scope of work.
Support Can Include
Accounts preparation and technical review
Bank, investment and balance sheet reconciliations
Preparation of supporting schedules and year-end accounting files
Additional capacity for client accounting portfolios
Preparation of information for external auditors and resolution of accounting queries
Assignments can cover individual entities, an agreed portfolio or a specific backlog. We confirm the accounting framework, required information, responsibilities, fees and delivery timetable before work begins.
Governance & Strategic Advisory
Independent advice to strengthen governance, assess business direction and support important decisions.
We work with boards, business owners and leadership teams reviewing their strategy, managing organisational change or addressing weaknesses in governance and operations. We provide constructive challenge and practical recommendations, with support to implement agreed actions.
Support Can Include
Governance reviews, delegated authorities and reporting responsibilities
Risk assessments, risk registers and board reporting
Business planning, scenario analysis and assessment of strategic options
Internal controls and finance process reviews
Systems transitions and implementation of operational improvements
Independent advice for boards and executives on significant decisions
We agree the scope, deliverables and fees upfront. Engagements can address a specific issue or provide ongoing advisory support.
How We Work
2.
Agree the Scope & Fees
We agree the responsibilities, deliverables, capacity, fees and timetable before work begins.
1.
Discuss Your Requirements
4.
Review & Handover
3.
Work Alongside Your Team
We discuss the support you need, your priorities and any approaching deadlines.
We review ongoing support as your requirements change and provide an agreed handover when an assignment ends or a permanent colleague takes over.
You work directly with Vele, Elizabeth or both. We coordinate with your staff and existing advisers, with agreed communication and progress updates.
Discuss Your Requirements
Whether you need additional finance capacity, ongoing oversight or advice on a specific challenge, we would be pleased to discuss how we can help.
Email us with a brief outline of your requirements and any relevant deadlines.
Email V&E Kaiulo.
