Services
From clean compliance to full CFO advisory. Every level is built on concrete, recurring deliverables, not a vague retainer.
Where most clients start
Most growing SMEs do not need a full time finance hire. They need senior leadership on the numbers every month. A qualified controller owns your monthly finance cycle for a predictable fee.
A full time controller in the region is a large fixed salary plus benefits, recruitment, and the risk of a wrong hire. The retained model gives you the same calibre of expertise, scaled to exactly what you need.
Complimentary and no obligation. Retainers are quoted after the review.
A qualified Financial Controller embedded in your business, owning the monthly finance cycle and turning data into decisions.
For: Growing SMEs that need finance leadership but not a full time hire.
Adjust as you grow
Start lighter with clean compliance, or step up to full CFO firepower for financing, expansion, and the big decisions. Every level shares the same standard of work. You can move between them as the business changes.
Bronze
A clean, reliable financial backbone. The numbers are accurate, on time, and ready for the bank, the board, and the tax authority.
For: Owners who need the basics handled properly and on schedule.
Gold
Strategic financial partnership for the big moves: financing, expansion, restructuring, and investor or bank conversations.
For: Established SMEs preparing to scale, raise finance, or transact.
Platinum
An assumption-driven annual budget and a five-year plan built to board standard, with base, upside, and downside scenarios. Backed by FP&A experience and supported by an ongoing monthly budget-vs-actual review.
For: Owner-managed businesses that need a credible plan for the year ahead, for growth decisions, or for a lender or board.
A note on audit: 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.
The financial discipline is universal. The pressure points are not. Across the sectors that drive Caribbean economies, from hospitality and construction to import and distribution, here is where the work concentrates.
Job and contract costing, work in progress tracking, and retention aware cash flow so every project is priced and managed to a real margin.
Inventory and gross margin analysis by product line, supplier terms review, and a working capital plan that frees up trapped cash.
Product level unit costing, yield and wastage analysis, and a cash conversion cycle view from raw material to receipt.
Department and outlet profitability, occupancy and cover analysis, and labour to revenue ratios that protect the bottom line.
Practice and service line profitability, payer and receivables management, and capacity planning tied to the numbers.
One conversation is enough to see where you stand and what the right level of support looks like.
We start with a complimentary, no obligation review of where your finances stand today: cash position, margins, reporting, and the risks hiding in plain sight.
You receive a focused plan: what to fix first, the reporting you will get each month, and the right level of support for your stage and budget.
Every month you get board ready accounts, an updated cash flow forecast, and a working session to turn the numbers into decisions.