Finance and advisory services from start
to finish.
CONFIGURE
Strengthening your position
Intrepid Beancounter helps turn your finance function into the control room for the whole business, not just a place where numbers get filed away at month end. We strengthen processes and decision making by coordinating how invoices, bills, payroll, and other source documents flow through Xero into clean, timely monthly accounts, cash flow views, and operational reports that management can actually use. Systems are a core focus: we map and improve your operational processes, put in clear controls and responsibilities, and then connect Xero with the right ecosystem of apps so that approvals, expense management, inventory, job or project tracking, and reporting all talk to each other. The result is a joined up finance and operations stack where day to day activity feeds straight into meaningful management information, giving you early warning signals, better forecasting, and more confident decisions.
GROW
We'll get you there.
When you start planning for growth capital, we do far more than introduce you to money, we help you understand and improve the financial value drivers that sit behind every serious assessment on the value of your business. Together with other advisors we can help you break down how your business really creates value, looking at the shape and quality of revenue, gross margins and unit economics, overhead efficiency, cash conversion cycles, and where risk is concentrated in customers, suppliers, and key people. As those levers become clearer, we work with you to tune them over time, then translate that improvement into a coherent growth story, robust financial models, and clear milestones that investors and lenders can follow. Alongside investment financiers and specialist project managers, we help shape the structure, instruments, and terms of your growth capital so they align with your long term strategy, protecting both today’s cash flow and tomorrow’s exit value while you stay focused on running and strengthening the business.
SUCCEED
Where to go from here?
Succession and exit can take many forms for an SME, including management or shareholder buyout, merger with a strategic partner, or a trade sale to a larger group. Each path has different implications for value, timing and your ongoing role. The right answer depends on what you want your next chapter to look like and how the business is currently shaped. At Intrepid Beancounter we focus specifically on owner‑led and management‑led SMEs, helping you explore the options, understand the pros and cons, and then design a succession roadmap that works for your family, your team, and your balance sheet. Drawing on experience across different industries and asset types, we tailor structures, milestones, and governance so that when the time comes to transition, the business is attractive, well prepared, and able to deliver a clean, well managed handover.