✦ Done-For-You Financial Services · No Lock-In Contracts

Clean Up. Catch Up.
Stay Financially Clear.

Books behind? Reporting overdue? I get your financials accurate, current, and decision-ready β€” whether you're an NDIS provider, property manager, real estate agency, or growing business across AU Β· NZ Β· US Β· UK Β· PH.

πŸ“… Book a Free 30-Min Call

Free 30-min discovery call before you commit Β· No lock-in contracts Β· Cancel with 30 days notice

βœ“ Xero & QBO Certifiedβœ“ NDIS Β· Property Β· Real Estateβœ“ AU Β· NZ Β· US Β· UK Β· PHβœ“ CPA-Backed Qualityβœ“ 7+ Years Experience
Transparent Pricing

Three Packages. One Partner.

All packages include a free 30-minute discovery call before you commit. No lock-in contracts.

Starter
Clean-Up & Catch-Up
3 of 5 spots taken Β· 2 remaining
USD 1,297USD 997
one-time Β· PHP 58,500 Β· Launch price
Best for: books 1–3 months behind
  • βœ“Complete bookkeeping catch-up & coding
  • βœ“Bank reconciliation across all accounts
  • βœ“Clean P&L, Balance Sheet & Cash Flow
  • βœ“Xero / QBO setup & chart of accounts review
  • βœ“Delivered in 2 weeks (standard backlog)
  • βœ“Email support throughout
  • βœ“Free 30-min discovery call before you start

⏰ Price goes to USD 1,297 next month

✦ Most Popular
Growth
Monthly Reporting
Only 1 spot remaining this month
USD 2,997USD 2,500
per month Β· PHP 146,000 Β· Launch rate
Best for: NDIS providers Β· Property managers Β· Growing businesses
  • βœ“Monthly bookkeeping catch-up & coding
  • βœ“Full monthly reporting pack β€” P&L, Balance Sheet, Cash Flow
  • βœ“Xero / QBO reconciliation & review
  • βœ“AR & AP aging summary
  • βœ“NDIS cost centre & invoice tracking
  • βœ“Property income & expense reconciliation
  • βœ“Payroll reconciliation (fortnightly or monthly)
  • βœ“Email support β€” 2 business day response
  • βœ“No lock-in β€” cancel with 30 days notice

⏰ 1 spot left β€” price goes to USD 2,997 next month

Premium
Fractional CFO Partner
1 Premium spot available this quarter
USD 6,500USD 5,000
per month Β· PHP 292,000 Β· Founding rate
Best for: multi-entity Β· property portfolios Β· high-growth
  • βœ“Everything in Growth, plus:
  • βœ“Quarterly deep-dive financial review
  • βœ“13-week cash flow forecast β€” updated quarterly
  • βœ“Fractional CFO advisory session (90 min/quarter)
  • βœ“Priority 1-day turnaround on all reporting
  • βœ“Multi-entity consolidated reporting
  • βœ“Property portfolio performance reporting
  • βœ“Board-ready financial pack delivery
  • βœ“Budget vs actual variance analysis

⏰ Founding rate β€” goes to USD 6,500 after this quarter

Simple Process

How It Works β€” 4 Simple Steps

1
Apply Online

Fill in the intake form β€” tell us about your business and your biggest finance challenge.

2
Free Discovery Call

We review your details and send your personalised 30-min Calendly link within 24 hours.

3
Onboarding & Access

We get access to your accounting software. No disruption to your operations.

4
Clarity Delivered

We catch up your books, build your reports, and deliver financial clarity β€” on time, every time.

⭐ Real Client Feedback

What Clients Say About Working With Gelli

She has exceeded expectations across every area. She anticipates what is needed, manages tasks with accuracy, and consistently delivers ahead of schedule. She has become a valued part of our operations.

A
Dr. Alberto
Principal Β· Multi-Site Healthcare Β· Australia πŸ‡¦πŸ‡Ί
β˜…β˜…β˜…β˜…β˜…

Gelli was a star supporting us. Her attention to detail, reliability, and ability to work independently are real strengths. No matter the task, she always gave it her best.

H
Helena Singer
Business Development Manager Β· Australia πŸ‡¦πŸ‡Ί
β˜…β˜…β˜…β˜…β˜…

I like the way you craft a story to make content engaging to the reader. The work is clean, easy to read, and consistently well thought through. Nicely done!

B
Brian Thorp
Client Β· United States πŸ‡ΊπŸ‡Έ
β˜…β˜…β˜…β˜…β˜…
Questions

Frequently Asked Questions

Do you work remotely?
Yes. We support clients across Australia, New Zealand, the US, the UK, and the Philippines. Everything runs smoothly across time zones with clear communication and reliable delivery.
Do I need Xero?
No. However, Xero is our preferred platform and where we provide the greatest level of support. We're also QuickBooks Online Certified and experienced with Halaxy, Splose, and property management platforms.
What size businesses do you work with?
Typically businesses generating between $500K and $20M annually that need stronger financial visibility and systems. If you're earlier than that, our templates are a great starting point.
Is there a minimum contract period?
No lock-in contracts. Growth and Premium packages can be cancelled with 30 days notice. The Starter package is a one-time engagement.
What happens in the Free Finance Health Check?
In a complimentary 30-minute session, we review your cash flow visibility, reporting systems, collections process, and opportunities for improvement. You leave with practical recommendations whether we work together or not.
Do you work with NDIS providers?
Yes β€” NDIS billing, PRODA/PACE claim tracking, plan manager follow-up, and cost centre reporting are core specialisations. We've managed 200+ outstanding NDIA invoices for a single provider.
🎁 Free PDF Guide

Not Sure Where to Start?
Get the Free Guide First.

5 Costly Mistakes Property Managers Make β€” and what to do instead. 8 pages. Real examples.

What's inside:

✦Tracking all properties as one lump sum β€” and the fix
✦Sending owner statements from memory β€” and the fix
✦No visibility over cash flow timing β€” and the fix
✦Letting the rent roll go stale β€” and the fix
✦Treating tax time as a once-a-year scramble β€” and the fix
8-page PDF Β· Instant delivery
FREE
Send me the free guide
Enter your work details below β€” I'll send it personally. πŸ™
πŸ’Ό Company or work email only β€” not Gmail or similar

πŸ”’ Private. No spam. No list selling.

Ready to See Your Numbers Clearly?

Start with the free guide. Book a free 30-minute call. Or apply for a service package today β€” no obligation, no lock-in.

πŸ“… Book My Free Review