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Ways to work with us

Every service and what it covers. Not sure which fits? Start with a Business Health Check, or just talk to us.

Not sure what the real problem is? Start here.

Business Health Check

A focused, time-boxed review across the numbers, operations and people, so you know what to fix first before you spend money on the wrong solution.

START HERE

This includes:

  • A review of your financials, key processes and how decisions get made 

  • Conversations with you and key team members 

  • A clear diagnosis of what's getting in the way, and why 

  • A prioritised list of what to fix first 

  • A session to walk through the findings

Typically 4 weeks

One fixed fee, agreed before we start

Excluding VAT

Book a Health Check

Run your own numbers first →

Not ready to talk yet?

Senior finance or operations leadership, embedded in your business and accountable for results.

Fractional CFO / COO

Monthly retainer, priced on scope

ONGOING

This includes:

​

  • We start by putting the foundations in place: finance processes, reporting and clear roles. 

  • Then we run it with you: a regular presence, ownership of agreed outcomes and leadership of the team. 

  • And we sit beside you where it matters: in board, bank and investor conversations

Discuss your needs

01 

Finance & Operations Leadership

Senior leadership inside your business, without the cost of a full executive team.

01 

For raising capital, securing a loan or bringing in a partner. Built by someone who spent 18 years on the other side of the table, deciding who got funded.

Business Plan & Investment Case

Fixed fee, agreed before we start

PROJECT

Enquire

02 

Strategy & Business Advisory

For the decisions where getting it wrong is expensive.

Includes:
 

  • ​A business plan built around the decision you need someone to make

  • A financial model with projections and clear assumptions

  • The funding requirement and how it will be used

  • A presentation ready for banks, investors or partners

Feasibility Study

Test the opportunity before you commit money, people or reputation.

Includes:
 

  • A market and demand assessment 

  • Operating and cost requirements

  • A financial model with scenarios

  • What has to be true for the opportunity to work

  • A clear go or no-go recommendation

Enquire

Fixed fee, agreed before we start

PROJECT

Need a longer-range strategic plan for the business? We scope that with you. Let's Talk →

Books kept properly, and numbers you can actually make decisions with.

Management Accounts & Reporting

Monthly retainer, agreed upfront

MONTHLY

Enquire

03 

Finance & Business Systems

The infrastructure your business needs to run properly.

Includes:
 

  • Bookkeeping: transactions recorded and categorised 

  • ​Bank reconciliations

  • Tracking what customers owe you and what you owe suppliers

  • Monthly management accounts and cash flow report

  • Commentary on what the numbers are telling you

  • A monthly review meeting

Finance & Accounting Systems Set-up

The right tools, set up properly and working together, so the work stops living in WhatsApp and spreadsheets.

Includes:
 

  • The right accounting software for your business, chosen and set up properly

  • Chart of accounts, opening balances and data migration

  • Invoicing, approvals and bank feeds configured

  • Connected tools where needed, such as CRM or inventory

  • Process documentation and team training

Enquire

Fixed fee, agreed before we start

ONE-OFF

Find out why effort isn't turning into results, whether the problem sits in sales, operations or both.

Performance Review

Fixed fee, agreed before we start

ONE-OFF

Enquire

04 

Performance & Transformation

When the business isn't performing as it should, or something fundamental needs to change.

Includes:
 

  • How the work actually runs, mapped end to end

  • Sales by customer, product and territory

  • Where time, money or control is being lost

  • A prioritised action plan

Restructuring & Implementation

For when the way the business is organised no longer fits, and someone needs to see the change through.

Can cover:
 

  • Organisation, roles and reporting lines

  • Sales teams, territories, targets and incentives

  • HR processes and performance management

  • Hands-on support until the change holds

Discuss

Priced on scope

PROJECT

Every engagement is scoped and priced before any work begins. You'll know exactly what's included. No hourly billing, no surprises.

How our pricing works

Fixed fee

Agreed before we start, for a defined piece of work with a clear output.

Projects

Ongoing Support

Monthly retainer

Agreed upfront, reviewed as the business and the work change.

Priced on scope

Quoted after a conversation, once we understand what the change involves.

Larger change

Not sure what you need?

That's okay. Tell us what's going on and we'll help you figure out where to start, even if it isn't with us.

Let's Talk

Prices exclude VAT. Final fees may vary based on the size, complexity and scope of the engagement.

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