Which stage best describes your business right now?

This 2-minute assessment identifies the financial support your business needs right now.

Starting out / early stage
Growing and becoming more complex
Established and scaling
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What is your biggest financial challenge right now?

Choose the option that feels most true for you today.

Financial visibility and staying compliant
I understand my numbers, but want more clarity
I need better financial insight to guide strategic decisions
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How often do you review management accounts?

There’s no right or wrong here — this simply helps us understand how finance fits into your decision-making.

Rarely or only when required
Occasionally, when I need to check something.
Regularly, as part of running the business
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Are you thinking about growth, hiring, or investment?

This helps us understand what might be coming next, even if plans are still taking shape.

I’m stabilising first
Possibly within the next 6–12 months
Yes, I’m actively planning or scaling
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Next

How complex does your business currently feel?

Complexity looks different for every business — this just helps us gauge the level of structure and support that’s useful.

Sole trader or Ltd company
 Growing complexity (VAT, payroll, multiple streams)
 Complex (teams, forecasting, strategic planning)
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What kind of financial support feels most helpful right now?

Think about what would give you the most relief or confidence at this stage.

Keeping compliant and avoiding surprises
More insight and confident decision-making
A senior finance partner to support growth
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What would help you most right now?

This helps us understand where our partnership should begin.

Peace of mind and staying compliant
Better understanding and planning
Strategic financial guidance
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Results
Your recommended package:

Your finance stage: Clarity

Your answers suggest you're focused on getting the financial foundations of your business right.

At this stage, the most valuable support is making sure your compliance, reporting, and financial structure are clear and reliable. This creates peace of mind and gives you confidence that the essentials are handled properly while you focus on running the business.

What this support looks like

• Financial compliance handled properly and on time
• Clear numbers you can trust
• A reliable finance contact when questions arise

How we’d work together

This is about getting everything steady and aligned, so you’re not worrying about what’s happening behind the scenes. You can focus on running your business while knowing the financials are taken care of.
If this sounds like the stage your business is in, the support options below explain how we could work together.

Your finance stage: Insight

For businesses gaining momentum and needing clarity

Why this fits you right now

You understand your numbers, but you're ready for more insight, more structure, and more confidence in your decisions as your business evolves.

What this support looks like

• Management accounts that provide clear, actionable insight
• Support with planning, forecasting, and next steps
• A trusted sounding board for key decisions

How we’d work together

This is a collaborative stage. We make sense of the numbers together, turn them into actions, and bring financial clarity as your business becomes more complex.
If this sounds like the stage your business is in, the support options below explain how we could work together.

Your finance stage: Strategy Partner

For established or scaling businesses focused on long-term growth

Why this fits you right now

You’re thinking beyond the day-to-day and focusing on strategy, growth, and long-term planning. You don’t just want reports. You want a trusted financial partner who helps you lead with confidence.

What this support looks like

• Strategic financial insight and forecasting
• Support with investment, hiring, and growth planning
• A finance partner aligned with your long-term goals

How we’d work together

This is where finance becomes a leadership tool. I work alongside you to plan, challenge assumptions, and take decisive action grounded in real financial insight.
If this sounds like the stage your business is in, the support options below explain how we could work together.

Chartered Institute of Management Accountants – Practising Certificate Holder
Carmel O'Neill
Founder & Strategic Finance Director
O’Neill Insight Partner
Oxford, United Kingdom
Supporting London & UK businesses
Contact:carmel@oneillinsightpartner.com
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