Kiyosumi Services

We provide a full spectrum of information technology solutions tailored to the unique needs of both small businesses and individual clients. Our services include:

• Accounting Software Solutions: We offer expert guidance and support throughout the entire lifecycle of your accounting software – from needs assessment and software selection to implementation, data migration, and ongoing technical support.

• Scalable Expertise: Our team possesses extensive experience working with diverse accounting platforms, ranging from small business solutions like Xero to enterprise-level systems such as Oracle Financials.

• Domain & Digital Presence: We facilitate the setup and management of custom domains, professional websites, and associated email services, establishing a strong online presence for your business or personal brand.

• Data Analytics & Process Optimisation: Leveraging data analytics, we identify opportunities for process re-engineering to enhance efficiency, streamline operations, and improve decision-making.

• IT Training & Support: We deliver customised training programs and ongoing administrative support to ensure optimal utilisation of your IT resources and empower your team.

We provide comprehensive reporting solutions designed to streamline and enhance the analysis of your trading and investment performance. Our services include:

• Data Consolidation & Reporting: We consolidate data from multiple systems and extracts, providing a unified and accurate view of your portfolio for improved analysis and informed decision-making. We ensure access to the most current data available.

• Client Focus: We cater to the specific reporting needs of family offices, high-net-worth individuals, and independent investors.

• Third-Party Tool Identification: Where appropriate, we assist in identifying and evaluating complementary third-party tools and technologies to further enhance your reporting and analytical capabilities.

• Accountant & Advisor Readiness: We deliver reports formatted for seamless integration with your existing advisory and accounting processes. While we do not offer direct accounting or advisory services, we maintain strategic partnerships with trusted professionals who can provide these services.

We provide specialised support services for individuals and organisations navigating the complexities of digital asset ownership and management. Please note the following:

• Non-Custodial Approach: We are not a Virtual Asset Service Provider (VASP), and we strictly adhere to a non-custodial model. We never hold client assets and do not operate as an exchange.

• Onboarding & Security Guidance: We offer guidance to individuals new to the digital asset space, including assistance with initial purchases, hardware wallet setup, secure seed phrase management (backing up and storage) and best practices for security.

• Advanced Wallet Solutions: We provide support for the implementation of multi-signature (multisig) wallets and multi-jurisdictional security setups, accompanied by comprehensive training.

• Data Integration & Reporting: We assist in the migration and loading of data from multiple sources into third-party accounting and tax reporting software solutions, ensuring accurate tracking and reporting of digital assets in compliance with evolving regulations.

• Professional Collaboration: We assist you in producing reports suitable for review by your accountants and advisors by preparing the underlying data to facilitate their analysis and reporting.

• Client Focus: We welcome inquiries from family offices, high-net-worth individuals, and discerning investors.

We provide comprehensive project, project-portfolio management, and PMO (Program Management Office) services designed to deliver successful outcomes. Our experience spans diverse industries, offering:

• Industry Expertise: We bring a proven track record of successful project delivery within highly regulated environments, including investment banking and insurance.

• Startup & Entrepreneurial Insight: We understand the unique challenges and fast-paced environment of startups, having directly contributed to project success within these organisations and through experience running our own businesses.

• Diverse Project Experience: Our project management experience extends beyond traditional corporate settings to encompass complex residential and commercial property developments, including individual home builds, renovation projects, and large-scale multi-unit complex developments.

• End-to-End Project Lifecycle: We offer support throughout the entire project lifecycle – from initial cost/benefit analysis and planning to successful delivery, ongoing support, and business-as-usual (BAU) operations.

• PMO Establishment & Support: We can assist in establishing and supporting a robust PMO function to standardise project management methodologies and drive organisational efficiency for larger organisations.

We provide tailored support services to entrepreneurs and emerging businesses, guiding them through the challenges of launching and scaling successful ventures. Our services include:

• Startup Guidance & Mentorship: We offer expert mentoring and support to entrepreneurs developing and launching new ventures, providing guidance on strategy, operations, and best practices.

• Business Plan Development: We create comprehensive business plans, including detailed market analysis, financial projections, and operational strategies to secure funding and guide growth.

• Financial Modelling & Forecasting: We develop robust financial models to project revenue, expenses, and profitability, providing critical insights for informed decision-making.

• Independent Project Team Integration: We can seamlessly integrate as an independent project team member, providing specialised skills and expertise to augment your existing team.

• Process Documentation & Optimisation: We document key business processes and identify opportunities for improvement, streamlining operations and enhancing efficiency.

• Website & Landing Page Development: We design and develop professional landing pages, websites and custom email addresses linked to your domain to establish a strong online presence.