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.

Subscription

Transparent plans for every stage of your business.

Plans can be customised to meet specific needs.

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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.

  • Pricing available upon consultation.

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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.

  • Pricing available upon consultation.

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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.

  • Pricing available upon consultation.

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 an estimate.

Optimise Cash

  • Plan funding well in advance so you never face a cash crunch

  • Implement smart treasury controls to protect your cash

  • Develop tax planning and strategy, including incentives (e.g. R&D | SEIS-EIS)

  • Help evaluate international expansion

Systems & Controls

  • Set up financial systems that scale with your business

  • Design and implement an effective finance (business) data infrastructure

  • Streamline invoicing, expenses, and payments to save time

  • Creation of accounting logic and rules

Business Insights

  • Build infrastructure to deliver meaningful insights for decision-making

  • Provide a different lens on the business, find efficiencies and improvements, unlock growth

  • Review your sales, marketing pricing and cost structure - optimise profit

  • Define KPIs that tell you what really matters

Financial Modelling

  • Provide business valuations for transactions, tax and financial reporting purposes

  • Build forecasts and budgets so you always know where you stand financially

  • Model different business scenarios to help you make informed decisions

  • Forecast your cash needs in advance — no more scrambling for funds

Strategic Planning

  • Align your financial plan with your business goals

  • Evaluate new opportunities (products, markets, partners) so you don’t waste time or money

  • Run hiring processes and structure teams

  • Identify and help manage key risks to avoid surprises

Capital & Growth

  • 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