CFO advisory for your business.

Professional financial support for decisions that need more than routine bookkeeping. The work may include management reporting, forecasts, financing information and analysis for planned changes. We agree the scope according to your business and whether you need project-based or ongoing support.

Appropriately qualified professionals handle the work according to the matter and expertise required. Your dedicated IMSG contact coordinates the services and follow-up, so you have a clear point of contact throughout.

Professional consultations are HK$2,500 per hour. Subsequent work is quoted according to scope. If you engage IMSG within 30 days of the consultation, the first-hour fee is credited towards our service fees. This is a service credit, not a cash refund.

Yes. We can help identify the financial information relevant to your business and prepare reports to the agreed scope and timetable. The reporting should support the decisions management or the board needs to make.

Yes. We can prepare or review forecasts using your available records and assumptions. This can help you understand funding requirements, spending commitments and the impact of planned changes. Forecasts depend on the assumptions used and should be updated as circumstances change.

We can prepare and review financial information, forecasts and covenant reporting within the agreed scope. The lender decides whether to offer, renew or amend a facility.

We can support the financial analysis, accounting information and coordination. Where legal documentation or opinions are needed, the relevant legal practitioners advise under the applicable engagement arrangements. Commercial, tax, financing and legal implications should be considered before implementation.

Yes. These services can be coordinated through your IMSG contact within an agreed scope. Where a statutory audit is required, an independent auditor performs the audit and issues the report. We coordinate the records and liaison around that work.

Relevant accounts, cash-flow information, borrowing arrangements and the questions you want to address. Use the checklist above as a starting point; your contact will confirm what is needed.