Financial reporting and advisory for growing businesses
Everything we do serves one aim: giving you an accurate, timely picture of your business so you can make better decisions. Start with one service or combine several, all for a fixed monthly fee.
Management Accounts
Monthly or quarterly accounts that show how the business is really doing, explained in plain English.
A profit and loss account and balance sheet for the period, a comparison against last year and against budget, and a short written commentary on what changed and why.
Owners who currently see figures only at year end.
Dashboards & KPIs
A one-page view of the handful of measures that drive your business, updated every period.
KPIs agreed with you for your business, and a clear dashboard showing trends and targets, delivered as both a PDF reporting pack and an online dashboard.
Owners who want their team looking at the same numbers each month.
Forecasting & Cash Flow
See what’s coming before it arrives.
A 12-month profit and cash-flow forecast, “what if” scenarios for hiring, pricing or investment, and regular comparison of forecast against actual.
Businesses planning growth, a big hire or a significant spend.
Outsourced CFO
Senior finance support without a full-time CFO salary.
Regular strategy sessions, help with budgeting, pricing and funding conversations, and a finance partner for key decisions (scope agreed with you up front).
Growing businesses that need CFO-level thinking part-time.
Not sure which service fits? See how they combine into our three packages.
Keep your books in QuickBooks, Sage or Xero? See how we work with them
