We help Owners build businesses that don't depend on them. Clear Numbers. Confident Decisions. Maximum value.
CorpDoc
Trusted by 100+ clients. $15M+ hidden value recovered*
*Based on combined founder and team experience, including CorpDoc client engagements. Individual results vary.
Owner Insights
CFO-level thinking plus CEO, COO, and Owner perspective. Practical insights, straight talk with a partner in your corner.
Free 20-min call. No obligation.
“CorpDoc found $400k annual waste our old firm missed for 3 years."
– Sarah H (8-figure ecomm brand)
We Help Business Owners
STUCK ON HARD DECISIONS
Decisions you've been putting off? Stuck despite strong revenue. Learn how to read your numbers to make the right call.
IN survival mode
Cash-flow, tax, revenue issues and you don't know where to turn. You're not alone.
Prevent costly mistakes
A deal that doesn't quite feel right. A number that doesn't add up. Paying too much to acquire?
What Our Clients Say
Real results from founders who trust our expertise.
"I was struggling with financial clarity, across multiple companies. CorpDoc brought a fresh perspective and organization I could actually rely on."
– CorpDoc Client (Bookkeeping, Cross-border Advisory)"We needed more than due diligence; we needed a partner to tell us if the business we were buying was the right one as the numbers were not adding up. CorpDoc navigated us through the initial complex negotiations."
– CorpDoc Client (Due Diligence, Acquisitions, Valuations, Deal Structuring)"As a high-growth AI company, navigating our foundational setup was critical. Darren guided us through the entire journey with a sharp focus on protecting our IP and building robust financial models that gave us the confidence to grow."
– CorpDoc Client (Strategic Advisory)
We handle the financial heavy lifting
So you can stay focused on scaling your business. Your numbers become strategic assets giving you:
CERTAINTY
Know exactly where your business stands
MASTERY
Decisions made with conviction, backed by data, not just instinct
CONTROL
Build a business that works for you, not the other way around
We Don't Just Count Numbers
We Diagnose, Prescribe, and Strengthen.
FINANCIAL
CLARITY
We dig into your numbers, uncover blindspots, find exactly what's driving value and what's quietly leaking. Then we deploy capital where it compounds.
BOARD-LEVEL ADVISORY
We sit beside you like a board advisor. Just straight talk, data backed strategic insights with a partner who challenges you to think bigger, then helps you to execute on it.
GROWTH OR EXIT
M&A
We help you evaluate acquisitions, prepare for exits with confidence and maximise returns, structuring every deal so you come out stronger whichever side you're on.
PRICING
Built for owners From Founders to global SMEs
CorpDoc Advisory
Facing a decision you can't afford to get wrong?
Start with a free 20-minute call with an experienced CFO/ COO?Know exactly what to fix and in what order.
Bookkeeping
Starter Pack
Your numbers finally make sense. We keep the books clean, show you what your numbers are telling you, and keep you on track as you grow.
| $500 USD (per month)** |
|---|
| Includes: |
| Up to 25 transactions/month |
| 12‑month term, + 3 months free |
| Two free 20‑min reviews per year |
**see full T&Cs for more details.
Bookkeeping PLUS +
Need more than 25 transactions per month?
We offer custom bookkeeping packages.Save up to 40%* compared to your current provider.
*see full T&Cs for more details.
New Zealand Edition
We offer custom bookkeeping and CFO advisory services for New Zealand Companies. Local pricing on request.
Book a call for a quick review on how you can save money.
*see full T&Cs for more details.
CorpDoc
Advanced Business Health Check
For owners facing stagnation or stalled growth. A deep-dive into the numbers to reset strategy and identify the operational bottlenecks holding you back.
| From $5,000 USD (one‑time fee)** |
|---|
| Includes: |
| 90‑min deep‑dive with a licensed accounting professional |
| Full diagnostic: cash flow, unit economics, pricing, exit readiness |
| Custom strategic plan tailored to your growth or exit goals |
| Clear roadmap with actionable next steps |
**see full T&Cs for more details. Any additional costs due to business size or complexity will be confirmed in writing prior to commencement.
“After a bad deal put our profitable business at risk, CorpDoc stepped in to restructure. We achieved 80% EBITDA growth in 3 months with CorpDoc – a significant milestone we couldn't have achieved without them.”
Florian K, Owner, sports company (CorpDoc Advisory, Turnaround)
CorpDoc Ventures
For Accounting Firm Owners. Looking For Your Next Chapter?
You've spent years building something of value. Now let's talk about what's next. Whether you are ready to exit, transition, double down on growth, we're fellow practitioners who understand your world.
How We Work
A business that works for you. Built on accurate data, trusted advisors, and a strategy that scales.
01.
Diagnosis
We start with a free call, followed by diagnostic review. We ask the hard questions because we have seen what happens when nobody does.
02.
Optimise
Targeted fixes, growth strategy, and operational rhythm, without you in the middle of everything.
03.
Scale
Ongoing advisory, acquisition support, exit readiness. We don't just fix problems. We build the foundation for lasting growth.
“They cut our manual reporting by 80% in 2 weeks.
I finally have time to grow.”
– Mike R., CEO, manufacturing (Bookkeeping, Business Health Check)
YOUR NEXT DEAL
A big win or a costly mistake? Whether it's your first deal or your fifth, the stakes are high.
Overpaying, missing hidden liabilities, or failing to integrate properly can destroy value faster than you can create it.
We help founders evaluate, structure, and integrate acquisitions with Board‑Level Advisory and no‑nonsense financial certainty.
Book a review. Protect your future.
When someone else is looking at your numbers
Investors, acquirers, boards, lenders. The moment your numbers leave your desk, they get interrogated.A model that doesn't reconcile, unit economics that don't hold up, or reporting that raises more questions than it answers will cost you in valuation, in terms, or in the deal itself.
Raising capital
We get your numbers investor-ready. Clean, defensible, and structured so the story and the data agree.
Board reporting
Reporting your board can trust, in a format they can act on. No surprises, no defending numbers you can't explain.
Ready to stop guessing?
Clear numbers. Confident decisions. Whether you're buying, selling, scaling, or fixing—it starts with a conversation.
© CorpDoc. All rights reserved. | Clear Numbers. Confident Decisions.Privacy Policy | Terms
For Accounting Firm Owners
You built this firm.
Now let's build your future. Clear strategy. Maximum value.
CorpDoc Ventures
The Trap
Stuck between managing the practice and serving clients?
Most owners are.You're great with clients. But building a business that works without you?That's a different game.
Sound familiar?
You're not 100% sure what your business is really worth, or if you're leaving money on the table.
Succession planning keeps getting pushed to next quarter, next year, next time you have a spare moment.
You've had M&A interest, but you don't have anyone you trust to guide you through the process.
You're so busy working in the business that you never get to work on the business.
Somewhere deep down, you wonder if your life's work will ever pay off the way you hoped.
You've built something real. Now let's show you what a partnership with us can do. Help you reach your goals.
We Help Business Owners
Maximize their exit
The Difference
We're not consultants. We're owners.
We are Big 4 alumni and owners like you.
We've bought. We've sold. We've merged. We've scaled.
We know what drives value and what quietly destroys it.
We speak your language because we live it.
What We Do
Value Growth
Sharpen operations. Boost profit. Build a firm that runs without you.Strategic M&A
Buy, sell, or merge with confidence, not guesswork.Ownership Transition
Internal handover, external sale, or phased exit. Your firm. Your terms.
What Changes
Certainty – Know your firm's true value. No more guessing.Mastery – Navigate big moves with a partner who's done it.Control – Replace uncertainty with a plan you actually trust.Freedom – Exit with more than you expected. On your terms.
Shared Goals
You exit with more than you expected.
On your terms.
Clean break. Gradual transition. Or stay involved.
We're open to what works for you.
No pressure. No sensitive questions. Just a conversation between peers.
Ready to see your options?
Exclusive briefing for firm owners only.
No fluff. Just strategy.
Email us directly. We look forward to hearing from you.
FAQs
Quick Answers
Private equity?
No. We're practitioners who buy and partner.Not ready to sell?
We'll build value so you're ready when the time comes.Confidential?
Completely. Just a conversation.What size firms?
All sizes. Solo to multi-partner.More Questions? Let's talk.