Malick Financial Group
Refined desk still life with ledger, fountain pen, and navy portfolio
Services

Everything your finance function needs—from books to systems

Compliance work that stays accurate. Advisory that clarifies decisions. Systems that digitise how you capture and report numbers.

How it fits

One finance spine, five kinds of work

Most clients do not buy a single task. They move along a path—from clean records to insight to automation.

  1. 01

    Capture

    Books & payroll

    Ledgers stay current

  2. 02

    Comply

    Tax-ready records

    Nothing slips

  3. 03

    Report

    Statements & KPIs

    Numbers speak

  4. 04

    Advise

    CFO guidance

    Decisions clear

  5. 05

    Automate

    Cloud systems

    Work runs lighter

Compliance & operations

The foundation that keeps the business honest

Accurate books, payroll discipline, and tax-ready records—presented as a working stack, not a brochure grid.

01

Bookkeeping & Accounting

Clean, current books so you always know where the business stands—without drowning in data entry.

  • ▸Day-to-day transaction coding and bank reconciliations
  • ▸Accounts payable and receivable hygiene
  • ▸Month-end close and trial balance review
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02

Payroll Services

Reliable payroll processing with clean records that feed your accounting and reporting.

  • ▸Payroll setup and pay-cycle configuration
  • ▸Ongoing processing support and reconciliations
  • ▸Employee/contractor record hygiene
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03

Tax Support

Organised records and practical support so tax season is preparation—not panic.

  • ▸Tax-ready books and supporting schedules
  • ▸Document organisation and reconciliation checks
  • ▸Coordination with your tax preparer or counsel
Explore

Reporting & advisory

Insight that turns figures into decisions

Statements, KPIs, and CFO guidance—shown as a featured engagement plus working specimens of the packs clients actually receive.

Featured advisory

CFO & Financial Advisory

Fractional CFO and advisory support for leaders who need more than bookkeeping. We help you plan cash, stress-test decisions, prepare for growth, and build the financial discipline of a larger organisation.

01 · Diagnose

We map your financial reality and decision bottlenecks.

02 · Advise

You get clear recommendations tied to numbers.

03 · Steer

Ongoing sessions keep strategy and reporting aligned.

View cfo advisoryBook a conversation

Specimen pack

Financial Statements

Clear P&L, balance sheet, and cash statements that tell the real story of performance.

  • ▸Profit & loss, balance sheet, and cash flow statements
  • ▸Period comparisons and variance commentary
Open service

Live scorecard

Financial Reporting

KPI dashboards and management reports that turn raw data into actionable insight.

  • ▸Custom management report packs
  • ▸KPI definitions and dashboard design
Open service

Systems & automation

Digital Accounting & Automation

Move from spreadsheets and desktop files to a live cloud finance system with bank feeds, receipt capture, and automated reporting.

See how digitisation worksStart a setup conversation

Before

  • Spreadsheets & desktop files
  • Numbers weeks out of date
  • Manual bank keying

After

  • Live cloud ledger
  • Current cash & P&L
  • Feeds, capture, reports

Engagement rhythm

  1. 01

    Assess

    Current tools, transaction volume, and reporting needs.

  2. 02

    Build

    Sandbox setup, chart of accounts, and automations.

  3. 03

    Go live

    Migrate, reconcile, train your team, and hand over.

Directory

Jump to any service

Prefer a short list? Every offering is one click away.

Bookkeepingcompliance
Statementsadvisory
Payrollcompliance
Taxcompliance
Reportingadvisory
CFO Advisoryadvisory
Digital Accountingsystems

Next step

Ready for clarity in your numbers?

Tell us where your finance function stands today. We will outline a practical path—from clean books to digitised reporting—without the noise.

Book a consultationEmail us