Finance & Bookkeeping Core
Organised monthly records, reconciliations and practical reporting that management can use.
- Monthly bookkeeping
- Bank and key-ledger reconciliations
- Reporting pack and financial observations
SME Outsourced Finance & Business Advisory
A clearer finance function for your next stage of growth.
We help Malaysian SMEs organise their numbers, strengthen cash-flow visibility and make better business decisions—with one accountable advisory partner.
Outsourced Finance Team & Business Advisory
ONE FINANCE JOURNEY
Support that grows with your business.
Start with a reliable bookkeeping foundation. Add operational and strategic support as your business becomes more complex.
Management & CFO Advisory
Build recurring financial control through forecasts, budgets, performance reviews and management-level decision support.
- Budgets and cash-flow forecasts
- Performance and variance review
- Management and board discussions
e-Invoice Support
Practical process guidance and agreed monthly administration for a smoother e-Invoice workflow.
- Workflow guidance
- Record coordination
- Monthly operational support
Financing Readiness — Supporting Service
Financing support is available when it serves the wider financial plan. It is not the centre of our long-term relationship.
- Cash-flow and commitment review
- Document readiness guidance
- Application coordination within scope
BUILT FOR REAL SME NEEDS
Less time chasing records. More confidence in your numbers.
Finance clarity
See cash flow, commitments and performance more clearly.
Better decisions
Use timely information for planning and financing discussions.
Sustainable growth
Build a finance function that can develop with your business.
HOW WE WORK
Clear steps. Accountable delivery.
Understand
Your business, records, priorities and desired outcomes.
Assess
Available information, operating complexity and immediate needs.
Structure
Scope, responsibilities, timeline and reporting rhythm.
Deliver & review
Recurring finance work, observations and next-stage priorities.
OUR OFFICE
A professional space for practical business conversations.
ABOUT EXCLUSIVE GLOBAL ADVISORY
Finance clarity for better business decisions.
Established in August 2022, Exclusive Global Advisory has empowered more than 300 businesses. We help owners turn scattered financial information into organised records, clearer cash-flow visibility and practical management action. Our purpose is to become a long-term outsourced finance partner—not merely a provider for one transaction.
Our work begins with a dependable bookkeeping foundation. From there, we help management understand cash movement, commitments, margins and operating performance—so financial decisions are based on timely information rather than assumptions.
FairnessTransparencyPartnershipPracticality
WHO WE SUPPORT
Support matched to your business stage.
A startup describes the company’s stage, while micro, small and medium describe business size. Our service scope changes as financial complexity grows.
Startup
A newly established business testing or building its model. We can provide one-off setup, record organisation and finance-readiness support.
Micro enterprise
Generally below RM300,000 annual sales or fewer than five full-time employees. Support is usually project-based unless recurring complexity justifies a monthly scope.
Small enterprise
For services and other sectors: RM300,000 to below RM3 million annual sales, or five to fewer than 30 employees. Businesses approaching RM200,000 monthly revenue often begin to need recurring finance control.
Medium enterprise
For services and other sectors: RM3 million to RM20 million annual sales, or 30 to 75 employees. We support stronger reporting, forecasts, budgets and management-level finance reviews.
Classification figures follow SME Corp Malaysia’s definition for services and other sectors. Manufacturing thresholds differ. Where the sales and employee criteria fall into different sizes, the smaller size applies.
FROM RECORDS TO FINANCIAL CONTROL
Change how management sees and controls the company’s financial position.
Our recurring work is designed to improve financial visibility and management discipline over time. Outcomes depend on record quality, cooperation and management action.
Reactive financial management
- Records prepared mainly for deadlines
- Limited cash-flow visibility
- Decisions based on incomplete numbers
Structured financial control
- Monthly closing and reporting rhythm
- Clearer cash flow, commitments and trends
- Management reviews supported by timely information
OUR IMPACT
Client outcomes that matter.
Management visibility
Organised monthly information that shows what is changing in the business.
Cash-flow control
Improved visibility of commitments and planning priorities.
Finance discipline
Stronger monthly record and reporting routines.
Long-term finance function
A recurring reporting and review rhythm that develops with the company.
Why work with us?
One accountable partner
Connected bookkeeping, reporting and advisory support.
Built on a finance foundation
Advice begins with organised records—not guesswork.
Progressive support
A scope that can grow from essential finance work to CFO-level discussion.
FAQ
Common questions
Do you guarantee financing approval?+
No. Approval, amount, pricing, tenure and conditions are decided independently by each financier.
Is your service suitable for small businesses?+
Yes. Scope is tailored to transaction volume, operating complexity and the business’s stage of growth.
Do you provide tax, audit or legal opinions?+
These are not included unless separately arranged with an appropriately qualified professional.
How do I get started?+
Message us on WhatsApp. We will understand your records, needs and desired outcome before proposing a scope.
LET’S GROW TOGETHER
Build a stronger finance function for your business.
Tell us what is happening in your business. We’ll help you identify a practical next step.
Start a WhatsApp conversationWhatsApp / Phone+60 12-544 1068Email usexclusiveglobaladvisor@gmail.com
Puchong officeMyOffice, SS-02-20, SKY-POD Square,
Persiaran Puchong Jaya Selatan, 47100 Puchong, Selangor
Persiaran Puchong Jaya Selatan, 47100 Puchong, Selangor