A finance director, without the salary.

Cash flow forecasting, KPI dashboards, management accounts and strategy — like having a finance director on retainer.

What's included

Monthly or quarterly management accounts
Custom KPI dashboards (Xero / Fathom / Spotlight)
12-month rolling cash flow forecast
Pricing reviews and gross margin analysis
Budget setting and variance analysis
Strategy sessions every quarter

Most small businesses have an accountant who shows up once a year with the accounts. Useful, but it’s history.

Our advisory service is different. We meet monthly, talk numbers, talk strategy, and build forecasts you can actually use. Whether you’re trying to decide if you can afford to hire, whether to raise prices, or whether the business is worth selling, we put real numbers behind the conversation.

The questions we get asked

Common questions.

If yours is not here, ring us. We answer in four rings on weekdays and write back the same day on emails.

01 How is this different from regular accounting?

Regular accounting tells you what already happened. Advisory tells you what to do next. We use the same data — your accounts — but build forecasts and KPIs that drive decisions. It's the difference between a rear-view mirror and a satnav.

02 How much time will it take from me?

About 90 minutes a month for the management accounts review, then 2 hours quarterly for strategy. Less than a single board meeting — and you'll come out with clearer numbers and a clearer plan.

Next step

Want a fixed fee for this? in writing.

Twenty minutes on the phone. We will say what is sensible, what you can skip, and what it costs, before any work starts.

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