1 Clarity
For early-stage founders who want financial clarity, control, and calm as they build.
Best for: Founders in their first few years who want clearer visibility and stronger structure in their business finances.
Your Outcome: Clear cash flow, stress-free tax time, and numbers you can trust.
Structured Cash Flow Review: A structured review of cash flow to identify risks and improve visibility.
Tax Tidy-Up: Year-end prep made stress-free.
Mortgage Income Certification: SA302 reconciliation, income explanations, and lender-ready financial certificates for self-employed founders, consultants, and academics applying for mortgages.
Financial Pitch Guidance: Support to confidently present your numbers to banks, investors, or landlords.
How we work together: Initial financial clarity setup, followed by structured review points and defined deliverables.
Investment: Typically from £350, structured around defined pieces of work, with the option for ongoing support where needed.
2 Insight
For scaling businesses that need visibility, structure, and confidence to make smart, strategic decisions.
Best for: Scaling founder-led businesses seeking greater financial visibility, structure, and confidence in decision-making.
Your Outcome:
The tools and confidence to plan, price, and scale strategically.
Financial Insights & Analysis:
Analysis of accounts to flag opportunities and risks.
Tax Wrap-Up: Proactive tax planning and coordinated filing.
Forecasting:
Plan for growth with budgeting, pricing, and scenario planning.
Tailored Advice:
Dashboards, tailored strategic advice.
How we work together: Support is delivered through clearly defined pieces of work, with agreed review points to track progress and next steps.
Investment: Typically from £750, structured around agreed priorities and defined pieces of work, with the option for ongoing support where needed.
3 Strategy Partner
Strategic finance leadership to guide scaling, restructuring, and transformational growth.
Best for: Established businesses navigating scale and strategic transformation.
Your Outcome:
Structure, confidence, and strategic financial insight to help you reshape and grow your business with clarity.
Financial Visibility & Performance Review:
Structured review and interpretation of P&L, balance sheet, and cash flow to support decision-making.
Strategic Financial Support:
Commercial insight to support strategic decision-making and growth.
Executive Add-Ons:Dashboards, scenario planning, investor-readiness support.
How we work together. We agree clear priorities and outcomes upfront with regualar review points.
Investment: Typically from £2,000, structured around scope and level of strategic support.
Engagements are structured around clearly defined pieces of work, whether as standalone projects or ongoing strategic support.
