Finance · Operations · Cybersecurity
Embedded in Your Business.
Accountable to Your Outcomes.
We work inside your business as your Finance, Operations, or Cybersecurity team. Every engagement follows PiOS, our delivery methodology, with progress tracked and reported every month.
What We Do
Two ways to work with PiGlobal.
Retainer or Fixed Project.
Either way, every engagement is delivered through PiOS and reviewed monthly.
Fixed Project
Retainer
What We Do
Three Service Lines,
Fully Integrated
Each discipline stands alone, but they’re most powerful together. An SMB with clean finances, solid operations, and proper cyber hygiene is an SMB that can grow.
💼
Finance
Financial Clarity for Growing Businesses.
From books behind to board-ready reporting. Clean financials, monthly reports, CRA compliance, and strategic oversight, embedded inside your business.
Finance Health Check
A clear baseline of your financial health. Know exactly where you stand within days. Fixed-fee project.
Finance Rescue
Books behind, accounts reconciled, compliance cleared. Retainer-ready within 25 business days. Fixed-fee project.
Essential Retainer
Covers day-to-day transaction management, invoicing, accounts receivable and payable, bank and credit card reconciliation, monthly financial reports, and CRA compliance. Monthly retainer.
Growth Retainer
Everything in Essential plus P&L with commentary, cash flow forecasting, and strategic review. For businesses making real decisions on the numbers; hiring, pricing, capital allocation. Includes a 60-minute monthly review call and direct advisor access. Monthly retainer.
Advisory Retainer
A dedicated Finance Manager embedded inside your business; weekly touchpoints, real strategic advisory, and coordinated delivery across your entire finance function. For businesses that need the capability of a Head of Finance. Monthly retainer.
How it sequences
- 📋 Health Check → diagnose
- 🔧 Rescue → fix foundations
- 📈 Essential → maintain & grow
- 🎯 Growth → strategic oversight
- 🏆 Advisory → Finance leadership
⚙️
Business Operations
Build a Business That Runs Itself.
From operational chaos to documented, scalable processes. SOPs, vendor management, tool optimisation, and ongoing operational oversight, embedded inside your business.
Operational Audit
10 priority bottlenecks ranked by impact. 30/60/90-day remediation roadmap. Fixed-fee project.
Ops Build-Out
SOP library, tool optimisation, reporting framework, and full operational playbook. Fixed-fee project.
Essential Retainer
Monthly SOP maintenance, vendor tracking, KPI dashboard, and operational summary. Monthly retainer.
Growth Retainer
Everything in Essential plus process optimisation, cross-team coordination, and quarterly strategic ops review. Monthly retainer.
SOP Development
Core process documentation built to PiOS standard — specific enough for a new hire to follow without help. Included in Build-Out.
How it sequences
- 📋 Audit → diagnose
- 🔧 Build-Out → fix foundations
- 📈 Essential → maintain & improve
- 🎯 Growth → strategic oversight
🛡️
Cybersecurity
Protect What You've Worked to Build.
From security gaps nobody’s looked at to a documented, working security foundations. Foundations reviews, access control reviews, incident response planning, and ongoing security advisory, delivered alongside your team.
Security Foundations Review
Structured review across 4 focus areas: access & identity, data protection basics, endpoint & email security, team readiness. Prioritized findings and a Top 5 action list. Fixed-fee project.
Incident Response Plan (IRP)
Working IR plan based on NIST 800-61. Documented, walked through with your team, ready to use. Fixed-fee project.
Security Awareness Training
Ongoing team training with phishing simulations. Monthly.
Remediation Coordination
We coordinate remediation with your IT team or a vetted MSP partner, then validate the work. Add-on to Foundations Review or Essential Retainer.
Essential Security Retainer
Monthly security posture check-in, access review, vendor risk review, and coordination with your IT/MSP. Monthly retainer.
How it sequences
- 📋 Foundations Review → diagnose
- 🔧 IRP → prepare
- 🎓 Remediation Coordination → close gaps with a partner
- 📈 Awareness Training → build the human layer
- 🎯 Essential Retainer → ongoing advisory
What Makes PiGlobal Different
Embedded, Not
Transactional.
🏢
Embedded, Not Transactional
✅
Manager Oversight at Growth & Above
📊
Measurable Progress
🔗
Three Disciplines. One Firm.
🔓
No Lock-In
⚙️
Delivered Through PiOS
The Process
From First Call
to Measurable Results.
02
Sign & Onboard
03
Delivery Begins
04
Monthly Progress
Our Process
Start with one service.
No lock-in. Onboarded in 3-4 weeks.
Most growing businesses are making expensive decisions without clean financial data, don’t know where their security gaps are, and have processes that live in people’s heads. We close that gap before it becomes a crisis.