Financial planning & reporting for structured decision-making

Fintech | Accounting advisory | Business planning | Web application

Client Overview

Denis Curin & Associates is a business advisory and accounting firm serving SMEs across sectors such as trades, professional services, retail, and hospitality.

Project Overview

A web-based platform that helps advisory teams and business owners create plans, define goals, review progress, and align decisions to financial reality — all in one place.

Business Challenge

Financial information was available but not easily interpretable for most business owners. Planning, budgeting, and progress reviews were carried out in spreadsheets and emails, making it difficult to maintain consistency, trace decisions, or enforce accountability. A single structured system was required to enable clarity and disciplined planning cycles.

Business Impact

Provided clear visibility into financial position and performance trends

Enabled informed decision-making with structured analysis frameworks

Created shared alignment between business owners and advisors

Replaced fragmented spreadsheets with a single planning system

Solution Delivered

We designed and delivered the Focus Reporting platform, integrating financial data from Xero, MYOB, and Excel sources into a structured planning and review environment. The platform provides guided workflows for defining goals and action plans, tracking performance metrics, and reviewing progress over time. This creates a consistent, repeatable planning rhythm shared between advisors and business owners.