Service Model
Subscription
Consistent fractional finance support as your business evolves, grows and changes.
Projects
Our project-based services deliver technical and complex business objectives.
Projects
Below are examples of the work we can undertake. Typical projects are between £5-10k. 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
Corporate Transactions
End to end support for fundraising, M&A, exits, and acquisitions. We lead due diligence processes, prepare financial decks that resonate with investors, and negotiate favourable terms on equity, debt, or grants.
M&A due diligence & integration
Fundraising preparation & pitch decks
Exit planning & execution
Investor & lender negotiations
Post deal integration support
Tax Advice & Compliance
Expert tax advisory from a Chartered Tax Adviser. We develop joined up tax strategies, handle VAT and compliance. We can support with incentives such as R&D tax credits, SEIS/EIS incentives, and HMRC filings, so you stay compliant and tax efficient.
Create the financial deck that gets investors or lenders to say yes
Manage the due diligence process to make planned exits, acquisitions and funding smoother
Negotiate favourable terms on equity, debt, or grants
Lead post acquisition integration projects
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
Business Insights
Build the infrastructure to deliver meaningful insights that drive decisions. From KPI dashboards to board packs, we provide a different lens on your business, finding efficiencies, unlocking growth, and measuring what matters.
KPI dashboards & metrics design
Board packs & investor reporting
Data infrastructure & analytics
Commercial & pricing analysis
Performance benchmarking
Finance Function Support
Fractional CFO and finance team support to establish or transform your finance function. We set up systems, controls, and processes that scale, from bookkeeping oversight to full finance transformation.
Fractional CFO services
Finance process design
Systems implementation & migration
Working capital optimisation
Team mentoring & upskilling
Subscription
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.
Foundation
Setup & stability for businesses seeking a solid financial foundation.
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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.
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Up to £2,500 for the block of services.
Performance
Optimisation & insights for growing businesses ready to scale.
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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.
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Up to £4,500 for the block of services.
Transformation
Strategic change & business redesign for enterprises undergoing significant change.
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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.
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Up to £6,200 for the block of services.