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Leopartis Advisory engagement
Monthly Finance Partner
Choose it when: Your records are in order and you want someone checking them every month.
The problem it solves
Your records are in order, but nobody checks them, explains them or warns you before cash gets tight.
What we do
- Review your month-end close and query anything unusual
- Prepare a management pack: sales, margins, costs and cash
- Update a three-month cash outlook
- Flag tax dates and records gaps before they become problems
What you receive
- A management pack each month
- A cash outlook for the next three months
- A monthly call to go through the numbers
- Email access between calls
What we need from you
- Records closed by an agreed date each month, ideally in Lucrive
- Records in usable order before we start, or a Set-up engagement first
Not included: day-to-day bookkeeping or payroll processing.Fee: fixed monthly, set in the engagement letter.
Other engagements
- Records and Controls Health Check (2 weeks): You want an outside view of how money is recorded and approved, and where it leaks.
- Records and Month-End Set-up (4 to 6 weeks): You need books a lender or investor will accept, and a close your team can repeat.
- Pricing and Margin Review (3 weeks): You sell several products or services and do not know which ones make money.
- Tax Readiness, Nigeria Tax Act 2025 (2 to 3 weeks): You are unsure which 2026 rules apply to you and want your records ready for them.
- AI and Process Automation (3 to 4 weeks): Staff spend hours on repetitive admin and you want it done by tools, safely.