Services

Financial management support that fits your reality

Choose from focused diagnostics, coaching, or embedded advisory. Each service is designed to strengthen the fundamentals without adding complexity.

Transparent pricing

Every engagement includes a clear scope, weekly updates, and a practical toolkit you can keep using.

Core services

All services are priced in GBP and tailored to your size.

Fundamentals audit

A short diagnostic of cash flow, budgeting, and reporting.

£950

Cash flow reset

Build a weekly cash rhythm and scenario planning toolkit.

£1,450

Management reporting pack

Create a leadership-ready monthly pack with clear commentary.

£1,800

Budgeting workshop

Facilitate collaborative budgeting with ownership across teams.

£1,250

Financial coaching series

Six sessions that build confidence for non-finance leaders.

£2,100

Embedded advisory

Ongoing support to keep routines steady and leadership informed.

£3,600 / month

Service benefits

The outcomes our clients value most after working with us.

Quicker decisions

Leadership can act faster with a clear view of priorities.

Stable reporting

Consistent packs reduce surprises and help plan ahead.

Time saved

Streamlined routines free teams to focus on delivery.

Who these services are for

Teams who want to build strong foundations before scaling, or who want more confidence in their day-to-day financial decisions.

  • Founders and owners
  • Operations leaders
  • Finance managers
  • Board and trustees

Service comparison

Choose the level of support that matches your pace and complexity.

Essential

Perfect for a focused diagnostic and quick fixes.

  • Audit
  • One workshop
  • Action plan

Momentum

Best for organisations implementing new routines.

  • Audit
  • Training series
  • Monthly check-ins

Embedded

Ongoing partnership with leadership-facing support.

  • Weekly support
  • Reporting pack
  • Strategic guidance

Process steps

A clear path from discovery to stable, confident routines.

1. Diagnostic

We review current reports, cash flow routines, and decision points.

2. Design

We build new templates, meetings, and responsibilities that fit your team.

3. Embed

We coach the team, run the first cycles, and refine as needed.

Service FAQs

Helpful answers before you get started.