Contact

Request your complimentary financial health review.

A 30-minute call and a clear one-page read on your cash position. No obligation and no sales pitch. We reply within one business day.

What you get, at no cost

A 30-minute call

At a time that suits you. We ask questions and listen. You are never put on the spot.
A one-page cash snapshot

A plain read on where your cash stands and the one or two things it points to. Yours to keep.
No obligation, no pitch

Your numbers stay confidential. If we are not the right fit, we will tell you plainly.

A few details are all we need to arrange your review. Fields marked with an asterisk are required.

Prefer to reach us directly?

hello@helmadvisory.gd Serving clients across the Caribbean

Straight answers to what owners ask before a first conversation.

Do I keep my existing bookkeeper?: Yes. Helm works alongside your bookkeeper or in-house team rather than replacing them. We focus on the CFO level work: management accounts, forecasting, and the decisions the numbers point to. Where useful, we help your bookkeeper tighten the underlying records.
Will this conflict with my auditor?: No. Helm prepares audit ready files and liaises with your appointed external auditor. Helm does not perform the statutory audit, so the auditor's independence is preserved.
How is my financial data kept secure?: Your information is treated as strictly confidential and used only to deliver your engagement. Access is limited to those who need it, and we are happy to work within your own systems and access controls. See our privacy policy for how enquiry details are handled.
How does the contract and exit work?: Engagements run on a simple monthly arrangement with no long lock in. Either side can end it with [notice period to confirm], and on exit your records and working files are handed back to you. Full terms are set out in the engagement letter before any work begins.