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LEVEL 2 • £1M - £5M TURNOVER

Financial Control

Real visibility over what's actually driving your profit, cash & growth without adding headcount.

Deep-dive on profit & cash

Quarterly forecasting

A qualified finance lead

"I was steering a ship without instrumentation." Financial Control puts the dashboard back in front of you.

WHO THIS IS FOR

The most common gap for £1m–£5m businesses.

You can't confidently say how profitable a specific product, service, or customer actually is.

Growth feels stressful rather than exciting, because you can't see round the next corner.

You've got a bookkeeper taking care of the day to day but isn't qualified to take you to the next level and be your Head of Finance.

Cash flow feels unpredictable despite consistent sales, and you can't always say why.

You've made a heavy decision at some point based on information that turned out to be wrong.

WHAT'S INCLUDED

A properly run finance function, not just data entry

This is where reporting stops being backward-looking and starts driving what you do next.

Deep-Dive Profitability

Reporting by customer, product, team, or business unit, not just one number at the bottom of a P&L.

Quarterly Finance Director Guidance

Forward-looking financial planning, reviewed and adjusted every quarter as the business actually moves.

Scalable Systems

Processes built to grow with you, so headcount doesn't have to rise every time revenue does.

A Qualified Financial Controller

Someone properly running the finance department, freeing you from day-to-day financial involvement.

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

Simple to start, no disruption, built around your existing setup

1

Book a discovery call

We review where you are today across profitability, forecasting, and systems, and tell you honestly what's missing.

2

We map your profitability

Customer, product, and team-level reporting gets built into your monthly numbers from day one.

3

Your monthly rhythm begins

Board meetings, budgeting and forecasting reviews become a standing part of how you run the business.

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.

YOU ARE HERE

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

You are here

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.

COMMON QUESTIONS

Financial Control FAQ

What's the difference between this and Financial Foundations?

Foundations gets your basic numbers accurate and trustworthy and reports on what has happened. Control goes further, looking forward and forecasting: profitability by customer or product, quarterly forecasting, and systems that scale without more headcount.

Do I need a Financial Controller or a Finance Director?

A Financial Controller builds and runs the finance function itself: the systems, processes, and monthly reporting that make your numbers accurate and trustworthy. A Finance Director sets strategy on top of that. Most £1m–£5m businesses need the Controller role long before the FD. You don't need either of these. Profit Cash Growth becomes your whole finance team.

Will this replace someone I already have in-house?

It's up to you; we can work alongside someone in-house or take the whole finance function for you. We fill the gaps wherever the skills and experience are missing. Most clients at this level have a bookkeeper handling transactions. We sit above that, providing the Controller-level thinking most in-house bookkeepers aren't qualified for.

Ready for real financial control?

Book a free 30-minute discovery call. We'll tell you honestly what's missing and whether Financial Control is the right level for you.

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