About
Qualified finance experience, working for your SME.
Helm Financial and Advisory Services exists to give growing Caribbean businesses the financial leadership normally reserved for large companies, at a size and cost that actually fits.
The founder
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. The businesses that had a full finance team could make decisions with confidence. The growing SMEs around them could not justify the salary of a full time Financial Controller, yet faced the same decisions: pricing, financing, expansion, cash. They were making them without the numbers to back them up.
The retained model closes that gap. The same discipline and rigour that runs a larger finance function, applied to your business, for a predictable monthly arrangement. Qualified, accountable, and in your corner every month.
How we work
Plain English, not jargon
You should understand your own numbers. Every report comes with commentary that says what it means and what to do about it.
Decisions, not just records
Bookkeeping looks backward. The work here is forward looking: 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 anywhere in the region.
In it with you
A retained Financial Controller is part of your team, in the monthly meeting, accountable for the numbers, not a once a year visitor.