Advisory
Between annual accounts and a full-time Finance Director there is a gap. Our advisory services fill it – from monthly reporting to strategic, transaction-ready finance leadership.
A clear progression
Start where it makes sense today and step up as the business grows or a transaction approaches. Reliable monthly numbers also make funding preparation and exit readiness far more straightforward.
Monthly numbers you can act on, with commentary and a review call.
Forecasting, cash planning and a monthly finance meeting.
Hands-on senior financial leadership, board reporting and preparation of lender information.
Strategic finance for acquisitions, transaction preparation, a sale or investor reporting.
£395 per month
Regular reporting and interpretation for owners who want a better view of performance.
£795 per month
A commercially focused finance partner without the cost of a full-time Finance Director.
from £1,500 per month
Active senior financial leadership for businesses that need more hands-on support.
from £3,000 per month
Senior strategic finance support for complex growth, funding or transaction situations.
Prices shown exclude VAT where applicable.
FAQs
A Finance Partner gives you regular reporting, forecasting and a monthly financial review and support. A Fractional FD or CFO provides deeper senior financial leadership, with more hands-on, strategic involvement – for example leading budgeting, preparing information for lenders or transaction preparation.
Advisory services are monthly engagements. Any minimum term is agreed with you in the engagement letter before work starts.
Businesses often start with an accounting package and add management reporting or a Finance Partner service as the business grows. You can move between levels as your needs change.
Next step
Tell us where the business is and where you want it to go.
