Three services, each one carefully scoped
We offer three engagements at different levels of depth. All are fixed-fee, all include written outputs, and all are paced around what suits you.
← Back to HomeA calm, methodical approach to every engagement
Before any engagement begins, we have a short initial conversation to understand your situation. We ask straightforward questions, listen carefully, and use what we learn to shape the work — rather than applying a standard template to every client.
Every engagement follows the same careful sequence: understand, organise, explain, recommend. We don't skip steps, and we don't move to the next one until you're comfortable with where we are.
Listen
We begin every engagement by understanding your situation in your own words.
Organise
We bring order to your records, working with whatever you have available.
Explain
We walk through what we've found in plain language, at a comfortable pace.
Recommend
We suggest realistic, achievable next steps in writing.
Calm Numbers
A single engagement to make your finances feel calm and clear rather than worrying. We organise your records gently and explain them plainly — suited to owners who feel anxious about money matters and want to understand their position without being overwhelmed.
This is a contained, one-time engagement. It typically concludes within two weeks of our first meeting and delivers a clear, written snapshot of where your business stands financially.
What's included
- Tidy financial summary prepared from your records
- Plain-language explainer session (approx. 90 minutes)
- Short written list of sensible next steps
- Follow-up email to answer any questions after the session
How it unfolds
Initial conversation. We ask what's worrying you and what records you have available.
Records review. We work through your documents and prepare a clear, organised summary.
Explainer session. We walk you through the summary, answer your questions, and explain what it means.
Written next steps. We send you a short, plain-language list of sensible things to consider.
How it unfolds
Week 1 — Review & gather. We collect your records and review costs, pricing, and cash flow patterns.
Week 2–3 — First session. We share initial findings and discuss the areas most worth addressing.
Week 4 — Recommendations. We prepare written recommendations for steady, achievable improvements.
Week 5 — Second session. We review the recommendations together and answer any remaining questions.
Quiet Books Review
A five-week engagement to bring quiet order to your costs, pricing and cash timing. We review the numbers and offer steady, achievable improvements — aimed at trading businesses wanting calmer, clearer finances without a large commitment.
This engagement is more thorough than Calm Numbers and focuses on identifying specific improvements you can make — to your pricing, your cost structure, or the timing of your cash flow.
What's included
- Full review of costs, pricing and cash flow
- Two advisory sessions over five weeks
- Written recommendations document
- Follow-up session to review progress
- Email access between sessions
Steady Ledger Partnership
A six-month advisory relationship keeping your finances calmly in order. We meet monthly, review the numbers, and help you plan with quiet confidence — suited to owners who want financial clarity kept steadily and gently in view throughout the year.
Unlike a one-off engagement, this service builds a continuous picture of your business over time. We notice trends, flag concerns early, and help you make decisions with a steady, informed perspective.
What's included
- Monthly advisory sessions (six months)
- Quarterly full financial reviews
- Ongoing email support between sessions
- Written notes after each monthly session
- Access to the same consultant throughout
The ongoing rhythm
Monthly session. We review recent figures, discuss any concerns, and keep your financial picture current.
Quarterly review. A deeper look at patterns across the quarter — useful for planning and early problem identification.
Between sessions. Email access to your consultant for questions that come up between scheduled meetings.
Which engagement fits your situation?
Use this table to compare what each service includes and identify which level of engagement suits where you are.
| Feature | Calm Numbers RM 700 |
Quiet Books Review RM 1,950 |
Steady Ledger RM 3,400 |
|---|---|---|---|
| Financial records organised | |||
| Plain-language explainer session | |||
| Written recommendations | brief list | ||
| Cost and pricing review | |||
| Monthly advisory sessions | |||
| Quarterly financial reviews | |||
| Ongoing email support | during engagement |
Best for: Calm Numbers
Owners who've never reviewed their finances and want a calm, clear starting point without a large commitment.
Best for: Quiet Books Review
Trading businesses with some financial history who want to understand their costs and pricing more clearly.
Best for: Steady Ledger
Business owners who want consistent financial oversight and the reassurance of a regular, trusted advisory relationship.
Applied across every service
Confidential by design
All records and discussions are held in strict confidence with a clear data handling policy.
Always written up
Every engagement produces a written document — so nothing important stays only in a conversation.
Scope confirmed upfront
What is included, the timeline, and the price are all confirmed before any engagement starts.
MIA-affiliated practice
Our lead consultant maintains active MIA membership and keeps current with professional requirements.
All-inclusive, fixed fees
No hourly rates, no add-ons, no surprises. You see the price before any work begins.
Calm Numbers
Single engagement
RM 700
one-time · approx. 2 weeks
- Financial summary prepared
- Explainer session (90 min)
- Written next steps
- Follow-up email
Quiet Books Review
PopularFive-week engagement
RM 1,950
five weeks · all-inclusive
- Full financial review
- Two advisory sessions
- Written recommendations
- Follow-up session
- Email access during engagement
Steady Ledger
Six-month partnership
RM 3,400
six months · all-inclusive
- Monthly advisory sessions
- Quarterly financial reviews
- Written session notes
- Ongoing email support
- Same consultant throughout
Not sure which service to start with?
A brief initial conversation is always free. We'll listen to where you are and help you decide which engagement — if any — makes sense at this point.
Request a Conversation