top of page

LEVEL 3 • £5M - £20M TURNOVER

Finance Strategy

A Finance Director at the table for every big decision: growth, funding, acquisitions, and exit.

Monthly board attendance

Exit-ready, always

1-3% precision monitoring

"Which levers do I actually pull?" At this level, that question needs a senior answer, not a guess.

WHO THIS IS FOR

Built for businesses making decisions that actually move the needle.

You're making six and seven-figure decisions without a senior finance voice in the room.

You want your business exit-ready or funding-ready at all times: no skeletons in the closet if a buyer walked in tomorrow.

You need precision, not approximation. A 1-3% deviation from target genuinely matters to you.

You're planning, or open to, an acquisition, an investment round, or an eventual sale.

You have an existing management team that can execute strategy and drive growth

WHAT'S INCLUDED

Board-level partnership, not a monthly report in your inbox

This is finance as a growth engine, not a compliance function that happens to send you numbers.

Monthly Board Attendance

FD-level KPI analysis in the room, not a report emailed over for you to interpret alone.

Precision Monitoring

Numbers tracked closely enough to catch a 1-3% deviation from target before it becomes a real problem.

Audit Oversight

Your public record reflects a well-run company, always ready for investment, funding, or sale.

Strategic Leverage

Senior input on the acquisitions, funding, and exit decisions that actually define what happens next.

SEE WHAT AMAZING LOOKS LIKE

This is the actual report your business would get every month

Not a mockup. This is a real client reporting portal, built for a sample company, with live charts, cash flow forecasts, and management accounts you can click through yourself.

Management accounts report for a business owner

Sample company, real portal. Opens in a new tab, best viewed on desktop.

2.7%

A healthy business invests 2.7% of turnover in its finance function.

Less than that isn't a saving, it's a ceiling on how fast and how safely you can grow.

HOW IT WORKS

Integrated at board level from month one

1

Book a discovery call

A senior conversation about where the business is heading, and what finance needs to do to support it.

2

We embed at board level

Monthly board attendance and KPI analysis becomes part of how decisions get made, not an afterthought.

3

Strategic support, on demand

Acquisitions, funding rounds, and exit planning get senior financial input exactly when you need it.

WHICH LEVEL DO YOU NEED?

Not sure this is the right fit?

LEVEL 1

Financial Foundations

Typically £500k - £1m turnover

You need rock-solid foundations. Accurate monthly numbers, compliance fully handled, annual strategy session with your FD. For businesses that want to make decisions based on real numbers, not guesswork.

LEVEL 2

Financial Control

Typically £1m - £5m turnover

You've got the foundations sorted. Now you want to move beyond knowing what happened to understanding what's working, what's not, and what's coming. Monthly meetings, quarterly strategy sessions, forecasts and KPIs, that rhythm compounds into real growth

LEVEL 3

Finance Strategy

Typically £5m - £20m+ turnover

You've nailed the foundations and controls. Now you're ready for real transformation. Your Finance Director is embedded in the business, with a continuous strategic partnership on growth, funding, and scaling decisions that transform the business trajectory.

You are here

YOU ARE HERE

COMMON QUESTIONS

Finance Strategy FAQ

Do you replace our internal finance team?

It's up to you, if you have parts of a finance function we can fill the gaps with the skills and experience required. Or we can sit above your existing team at FD level, providing the strategic layer that most in-house finance functions at this size don't yet have.

How often will we actually see someone?

Regular check ins throughout the month with monthly board attendance as standard. Senior access on demand and whenever a major decision, deal, or funding conversation needs financial input.

We're asset-heavy rather than a pure service business, does that change anything?

We work with both. It changes the detail, not the approach. Asset-heavy businesses from roughly £5m and service businesses from roughly £8-10m both tend to need this level of support, we'll confirm exactly where you sit on the discovery call.

Ready for finance that drives strategy?

Book a free 30-minute discovery call. We'll tell you honestly whether Finance Strategy is the right level for your business today.

bottom of page