We turn complex timesheet, billing, and operational metrics into explicit roadmaps for growth.
Utilization & Capacity Optimization: We track billable vs. non-billable hours across your team, identifying exactly how to restructure your workflow to extract maximum profitability without burning out your staff.
Pricing & Retainer Strategy: We analyze your client portfolio to assess whether fixed-fee, hourly, or value-based pricing structures yield the highest profit margins.
Predictive Pipeline Modeling: Service businesses live and die by their sales pipeline. We combine your CRM data with your Xero accounting backend to forecast revenue based on weighted pipelines, helping you time your next hire perfectly.
Structure for Governance & Exit: Whether you want to build a self-sustaining business that doesn’t rely on you daily, or you are preparing for a future acquisition, we implement the strict financial governance frameworks required.
We had an awesome experience working with Navi from We Mana Accounting. He was incredibly helpful and created such a relaxed and welcoming environment, which made it easy for us to open up and share our journey.
I've been working with We Mana for the last four and a half years, engaging them in accounting services in my interior design business. They have consistently provided excellent service allowing me to focus on building my business.
The team at WE Mana have been nothing but absolutely amazing to work with. Melissa and Aliitasi are efficient and patient with my never ending questions. They are there to genuinely help you with your business. Highly Highly recommend!
We have been with WEMana for a couple of years now and our experience has been outstanding. The information and communication we receive is so much more than we have asked for. The staff are so helpful and queries are dealt with immediately.
We believe a truly successful service business is one where you build financial resilience while staying true to your core organizational values. We translate complex numbers into plain language insights, empowering professional service providers, social enterprises, and pakihi Māori across New Zealand to thrive.
A traditional accountant looks backward—they take your past financial data to calculate what you owe the IRD. A Virtual CFO looks forward. We take your operational data (like staff billable hours, project pipelines, and retainer margins) to help you map out where your business is going, how to increase profitability, and when it is financially safe to hire or expand.
Your staff’s time is your inventory. We look at your project management or timesheet data (from tools like WorkflowMax, Harvest, or Asana) and compare billable hours vs. total capacity. We then build a custom KPI dashboard showing you your true cost-per-hour per employee. If a specific department or team member's utilization drops below a profitable threshold, we help you identify why and fix it.
Service businesses usually plateau due to capacity bottlenecks or poor pricing models. We look closely at your data to see if you should shift from hourly billing to value-based pricing or recurring retainers. We also model your financial pipeline so you can accurately predict your capacity limits and hire new team members before your current staff burn out.
Hiring a full-time, high-level CFO in New Zealand will easily cost you upwards of $180,000 to $250,000+ a year plus overheads. Our Virtual CFO packages give you access to that exact same strategic executive expertise for a fraction of the cost—typically ranging from $1,500 to $5,000 per month, scaled precisely to the size and needs of your business.
Absolutely. If your ultimate goal is to sell your agency or consultancy, or step back into a governance-only role, a buyer will want to see clean financial systems, predictable recurring revenue, and strong internal controls. We help implement robust corporate governance, clear equity tracking, and clean books that maximize your business's valuation when it comes time to exit.