Our Services

Practical finance training and strategic finance support that helps leaders make confident commercial decisions.

Financial Strategy & Planning

Thoughtful financial planning that aligns strategy, growth ambitions, and financial reality. From forecasting and scenario planning to board ready financial narratives that support confident decision making.

What You'll Gain

  • Clear financial roadmap aligned to your vision

  • Insightful forecasting that supports confident decisions

  • Board ready presentations that tell your story

Who it's for

Founders, leaders, and teams seeking strategic financial guidance.

Typical Engagement

Typically 4-8 weeks for strategy development, with ongoing advisory available.

Finance Systems Implementation

Selecting, implementing, and nurturing finance systems that grow with your business. From accounting software to thoughtful ERP integrations.

What You'll Gain

  • Streamlined operations that free your team

  • Reduced manual work and fewer errors

  • Realtime visibility into your finances

Who it's for

Growing businesses ready to evolve beyond spreadsheets.

Typical Engagement

Project based, typically 6-12 weeks depending on your needs.

Finance Training for Non-Finance Teams

Many business owners and leadership teams make important decisions without fully understanding the financial impact.

These practical training sessions help CEOs, founders, operational leaders, and commercial teams build the financial confidence needed to run a stronger business.

Rather than teaching accounting theory, the focus is on how finance actually affects day to day decisions.

What You'll Gain

  • Clear understanding of how your P&L really works

  • Confidence in pricing, margin, and cost decisions

  • Better conversations between finance, sales, and operations

  • Stronger budget ownership across departments

  • Leaders who understand the financial impact of their choices

Who it's for

CEOs, founders, leadership teams, and operational managers who want to make better financial decisions without becoming accountants.

Typical Engagement

90 minute leadership session
Half day or multi session training programmes available for teams.

Process Design & Transformation

Thoughtfully redesigning core finance processes, Record to Report, Procure to Pay, Order to Cash; for efficiency, clarity, and peace of mind.

What You'll Gain

  • Faster, smoother month-end close

  • Improved cash flow awareness

  • Stronger, more intuitive controls

Who it's for

Operations leaders and finance directors seeking more harmonious processes

Typical Engagement

Process review: 2-4 weeks. Full transformation: 8-16 weeks

Management Reporting & KPIs

Building reporting frameworks that turn financial data into clear, actionable insight for leadership teams. Dashboards, KPIs, and reporting structures designed to support better decisions, not just month-end reporting.

What You'll Gain

  • Single source of truth for financial clarity

  • Actionable insights for confident decision making

  • Less time on reports, more time on strategy

Who it's for

Leadership teams who deserve better visibility into performance.

Typical Engagement

Reporting framework: 3-6 weeks. Dashboard implementation: 4-8 weeks

Social Impact & Purpose-Led Advisory

Specialist support for charities, social enterprises, and B-Corps. Impact measurement, grant compliance, and sustainable business models that honour your mission.

What You'll Gain

  • Meaningful impact measurement frameworks

  • Funder ready financial reporting

  • Sustainable revenue paths that support your purpose

Who it's for

NGOs, charities, social enterprises, and impact focused organisations.

Typical Engagement

Varies by need from one-off reviews to ongoing partnership.

Fractional & Interim CFO

Senior finance leadership without the cost or commitment of a full time CFO.

I work alongside founders and leadership teams to strengthen financial decision making, improve visibility into performance, and build finance structures that support sustainable growth.

What You'll Gain

  • Strong financial leadership at the executive level

  • Improved P&L visibility and decision support

  • Better cash flow management and financial planning

  • A finance function that supports the whole business

Who it's for

Growing businesses seeking CFO level wisdom without a full time commitment.

Typical Engagement

Part-time ongoing (1-3 days/week) or interim cover (3-12 months).

Strategic Finance Decision Sessions

A focused 90 minute session designed for leaders facing a complex commercial or financial decision.

Instead of weeks of analysis, this session cuts through complexity and clarifies the real decision, trade offs, and financial implications so you can move forward with confidence.

What You'll Gain

  • Clear articulation of the decision you’re actually facing

  • Independent perspective on risks, trade offs, and options

  • Practical financial framing for your next move

  • Faster decision making with less mental noise

  • Clear priorities for the next 30–90 days

Who it's for

Founders, CEOs, COOs, and senior leaders facing a high impact financial or strategic decision and seeking an independent, experienced perspective.

Typical Engagement

One off 90 minute decision session, including pre session context review and a written post session summary with key conclusions and next steps.