Service Model

Technical Projects

Our project-based services deliver technical and complex business objectives.

Fractional Finance

Consistent fractional finance support as your business evolves, grows and changes.

Projects

Below are examples of the work we can undertake. We offer flexible fee arrangements.

Prices vary with size and complexity, please enquire and we’ll respond promptly with a price.

Financial Modelling

Build forecasts, budgets, and scenario models that help you make informed decisions. From business valuations for transactions to cash flow forecasting, we ensure you always know where you stand financially.

  • Forecasting & budgeting

  • Cash flow modelling

  • Fundraising financial models

  • Sensitivity & stress testing

  • Business valuations & scenario analysis

Business Insights

Build the infrastructure to deliver meaningful insights that drive decisions. From KPI dashboards to AI integrations, we provide a different view on your business using the latest technology.

  • KPI dashboards & metrics design

  • Board packs & investor reporting

  • Data infrastructure & analytics

  • Commercial & pricing analysis

  • Performance benchmarking

Capital Transactions

Before the transactions we can prepare the business. Be on-hand during the deal and support post deal integration.

  • Upgrade financial reporting

  • Build financial models & BI reporting infrastructure

  • Tax structuring & working capital optimisation

  • Due diligence preparation and responses

  • Presentation support, deal contract review and completion accounts preparation

  • Post deal integration support

Treasury Management

Develop a treasury strategy to align to business objectives. Implement the designed infrastructure. Deliver hands-on support for significant transactions.

  • Maximise cash flow

  • Develop cash reporting & modelling infrastructure

  • Automation of payment and receipt processes

  • FX risk strategy, planning and implementation

  • Funding (debt & equity) structure advice

Tax Advice & Compliance

Expert tax advisory from a Chartered Tax Adviser. We develop joined up tax strategies, handle VAT and corporate taxes. We can support with compliances, incentives (e.g. SEIS/EIS, EMI) and tax planning.

  • Compliance filings and communication with HMRC

  • Corporate tax planning and strategy

  • Tax and accounting structuring

  • Efficient capital tax management

Financial Statements

Preparation of accurate, compliant financial statements that meet UK standards (FRS 102 or IFRS). We ensure your accounts are investor ready, audit ready, and give a clear picture of your financial health.

  • Statutory accounts preparation

  • FRS 102 & IFRS compliance, including accounting advice

  • Audit preparation & support

  • Companies House filings

  • Management accounts & reporting

Fractional Finance

Transparent plans for every stage of your business.

Plans and pricing can be customised to meet specific needs.

We will respond promptly to any enquiries for customised requirements and pricing.

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Foundation

Setup & stability for businesses seeking a solid financial foundation.

  • Indicative services:

    • Real-Time Financial Visibility: Keep accounts, forecasts and budgets up to date, monitors key metrics that matter for growth, and highlights what’s going well — and where to focus.

    • Compliance Without the Headache: Handle VAT, payroll taxes, Companies House filings, and ensures your accounts meet UK standards (FRS 102 or IFRS) — so you stay out of trouble with HMRC.

    • Clear Financial Controls & Processes: Set up spending and approval frameworks, build checks to prevent mistakes or fraud, and establish processes so your finance function runs smoothly.

    • Joined-Up Tax Strategy: Work with your tax advisers to make smart decisions, optimise tax, and avoid costly penalties — without slowing down the business.

  • Up to £2,500 for the block of services.

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Performance

Optimisation & insights for growing businesses ready to scale.

  • Indicative services:

    • Reporting & Cash Confidence: Provide accurate, up-to-date reporting and keep a close eye on cashflow so you can operate smoothly and invest in growth without surprises.

    • Smarter Payments & Profit Focus: Streamline how you get paid and pay others, identify what’s truly profitable, and ensure working capital is always optimised.

    • Funding Ready & Investor Friendly: Build strong banking relationships, manage your cap table and share schemes (like EMI), and supports R&D claims to boost funding and tax efficiency.

    • Stronger Team, Stronger Culture: Oversee finance staff or providers, mentor the team, promote upskilling, and drive a results-focused culture that powers the whole business.

  • Up to £4,500 for the block of services.

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Transformation

Strategic change & business redesign for enterprises undergoing significant change.

  • Indicative services:

    • Board & Stakeholder Clarity: Deliver clear, concise financial updates that keep your board, investors, and lenders informed and confident.

    • Strategic Sounding Board: Act as your financial right hand — giving clear input on what’s possible, what’s risky, and how to align plans with financial reality

    • Investor-Ready & Deal Confident: Help lead conversations with investors, lenders, and acquirers — translating your vision into numbers that resonate.

    • Support Through Key Milestones: Guide you through finance and business transformation, acquisitions, exits or tough periods — and work with your advisers to protect your equity and control.

  • Up to £6,200 for the block of services.