"We feel like we're driving the train, but we've got no experience driving a train."
We just need someone in the cockpit with us.
WHO THIS IS FOR
You've outgrown your accountant, but you don't need a full time Finance Manager yet.
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Your bookkeeper or accountant handles the transactions, but nothing beyond that. You're on your own for anything that requires judgement.
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You only find out about a tax bill when it lands, not before, so cash flow is a panic and there are lost opportunities to reduce tax
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You might be getting management accounts, but you don't understand them and sometimes don't trust them to make decisions from.
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You're not getting a proper strategic review with Finance Director, just an annual meeting to sign off the accounts.
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You feel confused about financial decisions despite growing revenue, and you can't quite say why.
WHAT'S INCLUDED
Everything you need to trust the basics
No jargon, no generic software exports. Reporting built around what you actually need to know, and a direct line to someone who can explain it.
Bespoke Reporting
No "out of the box" software reports. Numbers built around what you actually need to know to run the business.
Tax Visibility
Estimates of what's coming and steps to reduce it, not just a tracker for when payments are due. No more nasty surprises.
Same Day Responses
A dedicated finance manager with a direct line and same day response SLA.
Annual Strategic Review with an FD
An opportunity to deep dive into your business with a Finance Director focussing on steps to increase your profit, improve your cash flow and grow your business.
Compliance
Year end and all statutory filings
VAT & Payroll
Bookkeeping
Growth
Monthly management accounts
Quarterly tax forecast
Bi-Annual Profit, Cash & Growth Review
Annual Strategy Review
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 to how you already work
1
Book a discovery call
30 minutes, no obligation. We'll tell you honestly if Foundations is the right level for you.
2
We get access to your numbers
A short onboarding process into your existing setup. No re-platforming, no drama.
3
Your monthly rhythm begins
Bespoke reporting, tax visibility, a dedicated person and a strategic review calendar, from month one.
WHICH LEVEL DO YOU NEED?
Not sure this is the right fit?
YOU ARE HERE
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
LEVEL 3
Finance Strategy
Typically £5m - £20m+ turnover