About
Qualified finance experience, working for your SME.
Helm Financial and Advisory Services gives growing Caribbean businesses the financial leadership normally reserved for large companies, at a size and cost that actually fits.
Financial Controller, FCCA / ACCA qualified.
The founder
A qualified Financial Controller, in your corner every month.
Helm Financial and Advisory Services is led by a Financial Controller with the FCCA / ACCA designation and years of hands-on experience running a real finance function: closing the books, building budgets, managing cash, and sitting in the room when the numbers shaped the decision.
That experience revealed a gap. Growing SMEs face the same decisions as large companies, pricing, financing, expansion, cash, without the finance team to back them up. The retained model closes that gap: the same discipline and rigour, applied to your business, for a predictable monthly arrangement.
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FCCA / ACCA qualified
Led by a fully qualified chartered certified accountant, held to the professional and ethical standards of the ACCA.
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Financial Controller experience
Years spent running a real finance function: closing the books, building budgets, managing cash, and turning numbers into decisions. That experience is now focused on your business.
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IFRS for SMEs standards
Accounts prepared to a recognised international framework that banks, investors, and auditors trust.
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Built for the Caribbean
Fluent in the realities of doing business in the Caribbean: local banking, regulation, and market conditions.
How we work
Four principles behind every engagement.
Plain English, not jargon
Every report comes with commentary that says what the numbers mean and what to do about it.
Decisions, not just records
Forward looking work: forecasts, scenarios, and the call that needs making this quarter.
Standards that travel
Accounts prepared to IFRS for SMEs, so they hold up with banks, investors, and auditors.
In it with you
A retained Financial Controller sits in the monthly meeting, accountable for the numbers.
Ready to see your numbers clearly?
Start with a complimentary financial health review. No obligation, no long tie in, just a clear picture of where your finances stand today.