Gain essential financial skills and track your progress through our specialised training programs and straightforward monthly reports.

Success means different things to different people, whether it’s increasing profit, improving cash flow, reducing stress, or achieving a better work/life balance. Our educational programs and regular management reports help you understand and implement effective business and financial management practices.

Business Benefits:

• Develop Crucial Skills: Enhance your understanding of financial management principles, empowering you to make informed business decisions and drive your business forward.
• Track Your Progress: Our detailed Management Reports provide a clear overview of your financial health, allowing you to monitor improvements and adjust strategies as needed.
• Flexibility and Convenience: Integrate our services seamlessly with your existing financial setup, enhancing your in-house financial capability.
• Reduce Stress: By gaining control over your financial management, you can reduce the stress associated with managing finances and focus on growth.
• Achieve Work/Life Balance: Improved financial management practices can lead to a better work/life balance, giving you more time to enjoy and focus on life outside your working environment.
• Achieve an Exit Ready Business: Understand how to prepare your business for future exit by building a business that is both attractive and saleable to potential buyers, effectively creating a well-run, efficient business that maximises business valuation.
      

Your Investment:

• Educational courses: £297 per person for each of the two key courses:
  • Financial Management for Business Owners (FiMBO)
  • Exit Planning 101
• Monthly Management Reporting: £800, including an initial meeting.

Discover actionable insights and strategies designed to boost profit, improve cash flow, and enhance business value.

If you aim to increase profit, improve cash flow, and grow your business’s value, our Growth Analysis and Strategic Review Meeting is essential. We provide a clear understanding of your growth potential and a detailed strategic action plan.

Business Benefits:

• Comprehensive Growth Analysis: Understand the key drivers of your business growth potential through a thorough strategic analysis of your business.
• Detailed Action Plan: Receive a step-by-step action plan tailored to your business, guiding you on the path to increased profitability and value.
• Annual Strategic Planning Sessions: Convert your growth analysis into an annual planning session to set and achieve your yearly goals.
• Improved Cash Flow: Identify strategies to enhance your cash flow, ensuring you have the necessary funds to invest in growth opportunities.
• Enhanced Business Value: Implement strategies that not only increase profitability but also enhance the overall value of your business.
    

Your Investment:

• One-off investment of £600 or £60 per month for annual sessions.

Leverage your accounting data to meet quarterly goals and drive continuous business improvement with targeted insights.

Your accounting system contains valuable management information. We help you leverage this data by providing comprehensive management reports and conducting regular planning meetings to ensure continuous improvement and accountability aligned with your strategic objectives.

Business Benefits:

• Data-Driven Decisions: Utilise your existing accounting data to make informed decisions that drive business success.
• Regular Performance Reviews: Engage in regular meetings to review progress, set targets, and maintain accountability, ensuring continuous improvement.
• Flexible Meeting Frequencies: Choose meeting frequencies that suit your business needs, allowing for personalised support and guidance.
• Improved Accountability: Regular reviews and targeted insights help maintain accountability and focus within your team.
• Enhanced Business Insights: Gain deeper insights into your business operations, enabling you to identify opportunities for improvement and growth.  
    

Your Investment:

From £250 per month subject to frequency of review meetings.

Ensure financial integrity and proactive management by engaging a dedicated part-time Financial Controller for your business.

As your business grows, so do its complexities and risks. Our Part-Time Financial Controller service offers comprehensive oversight of your accounting function, enhancing financial integrity and providing critical financial insights.

Business Benefits:

• Enhanced Financial Integrity: Monthly management reporting and review meetings ensure your financial records are accurate and reliable.
• Internal Controls Implementation: Implement tight internal controls to safeguard your business’s financial assets and ensure compliance.
• Effective Budget Management: Maintain control over your budget, ensuring financial stability and supporting growth initiatives.
• Seamless Operations: Integrate financial support into your management team, ensuring seamless operations and strategic alignment.
• Proactive Financial Management: Address financial issues proactively, preventing potential problems and ensuring long-term financial health.  

Your Investment:

• From £500 per month subject to frequency of review meetings.

Propel your business forward with expert planning, forecasting, and risk management provided by a part-time Finance Director.

Planning and forecasting become crucial as your business expands. Our Part-Time Finance Director service supports strategic financial planning, risk management, and performance tracking against forecasts.

Business Benefits:

• Strategic Financial Planning: Develop comprehensive financial plans that align with your business goals and drive growth.
• Effective Risk Management: Implement risk management processes to identify, assess, and mitigate potential risks to your business.
• Major Financial Decisions: Receive expert guidance on significant financial decisions, ensuring they align with your strategic objectives and where appropriate when funding is required, are fully backed by robust funding proposal applications.
• Performance Tracking: Regularly track and report performance against forecasts, enabling you to make informed adjustments as needed.
• Growth-Oriented Strategies: Focus on strategies that propel your business forward, ensuring sustainable and scalable growth.

• Enhanced Governance and Compliance: Ensure the company adheres to regulatory and governance requirements and maintains strong internal financial controls to prevent fraud and financial mismanagement.  

Your Investment:

• From £1,500 per month depending on level of support required.

Prepare your business for sale and maximise its market value through comprehensive strategic planning.

Preparing for a business exit requires advanced planning. Our service helps you systemise, maximise value, and ensure your business is ready for sale, increasing its attractiveness to potential buyers.

Business Benefits:

• Long-Term Value Planning: Engage in strategic planning that focuses on maximising your business’s long-term value.
• Systemisation and Efficiency: Implement systems and processes that streamline operations, reduce risks, and increase efficiency.
• Attractive to Buyers: Enhance your business’s market attractiveness, making it more appealing to potential buyers.
• Comprehensive Exit Preparation: Ensure your business is fully prepared for a successful exit, addressing all critical aspects of the transition.
• Increased Market Value: Implement strategies that significantly increase your business’s market value, ensuring you receive the best possible return on your investment.

Your Investment:

From £2,500 per month depending on business complexity.

Enhance efficiency and reduce costs by outsourcing your financial functions to professionals.

Recruiting and retaining effective financial staff can be challenging.

Our outsourcing service provides the expertise and technology needed to manage your financial functions efficiently, whether through existing staff or new recruits.

Benefits:

• Comprehensive Oversight: Professional management of financial staff ensures optimal performance and reliability.
• Recruitment Assistance: Help in recruiting and retaining qualified financial personnel to strengthen your team.
• Advanced Technology: Utilise cutting-edge technology to automate processes, reduce errors, and improve overall efficiency.
• Cost Reduction: Lower your operational costs by outsourcing financial functions, eliminating the need for full-time staff.
• Enhanced Efficiency: Streamline financial operations to improve productivity and focus on core business activities.