The financial thinking your business needs to grow
Strategic financial support for services businesses turning over £1m – £10m, at the level you need right now.
Your bookkeeper handles the day-to-day and your accountant files the returns. But between these two there’s a gap and it’s usually where the important financial thinking needs to happen.
This is where we come in, on a monthly retainer, at whichever level of support makes sense for where your business is right now.
When you finally know your numbers, you stop reacting and start leading.
On a practical level, you get regular financial reviews, up-to-date forecasts and a monthly conversation about what the numbers mean for your business, explained in a way that means something to you. But what it actually gives you is something much more valuable.
- It means you can walk into every important conversation, with a bank, a potential investor, a new hire or your own team, knowing exactly where your business stands financially and what it can support.
- It means the decision to take on a big new client, restructure your team or expand into a new market is based on real numbers rather than gut feel.
- And it means when something unexpected hits, and it will, you’re not starting from scratch trying to work out the impact on your cash flow. You already know.
The right level of financial thinking built around your business.
1
Stay in control:
Financial oversight
For CEOs and founders who want a clear, reliable monthly picture.
You want to understand your numbers properly, know where the cash is going and have someone to talk it through each month.
What you get:
- Monthly management accounts reviewed and explained in plain English
- A rolling 3–6 month cash flow forecast so you can see what’s coming
- A budget sense-check once or twice a year to make sure you’re on track
- A structured monthly call with clear actions so every conversation moves things forward
- Oversight of your existing bookkeeper/accountant so nothing gets missed
- Email support between calls for the questions that can’t wait
2
Grow with confidence:
Strategic Finance Director
For businesses making bigger decisions and moving fast.
You need someone who can get ahead of the numbers with you with a forward-looking strategy and confident board reporting.
What you get:
(In addition to everything in package #1)
- A live financial model and rolling forecasts so you always know where you stand
- Scenario planning to stress-test decisions before you make them
- Budget ownership and profitability analysis so you know what’s working and what isn’t
- Board pack preparation and board attendance so finance is properly represented
- Decision support on hiring, pricing and growth, with the numbers to back it up
- Investor or lender liaison where needed
3
Finance, fully handled:
Full Finance Director
For scale-ups who want finance led from the front.
You need proper leadership of your finance function, not just oversight. You want it taken off your plate by a team with the experience to do it properly.
What you get:
(In addition to everything in package #1)
- Management of your bookkeeper or finance manager
- Clear financial standards, processes and control across the business
- Support recruiting and onboarding finance team members as you grow, including performance input
- Systems and process improvements so your finance function runs the way it should
- Full strategic financial direction so you’re always moving forward on facts
Our Fractional Finance Director services are for you if...
You’re running a service business turning over between £1m and £10m and you’ve built something with real momentum.
The challenge now is making sure the financial side not only keeps up with where you’re taking it, but accurately informs the direction you take.
This means you need more than a monthly report. You need people sitting alongside you commercially, interpreting what your numbers mean, challenging your thinking and helping you make better decisions and confidently plan ahead.
If you’re excited about where the business is going but know you need better financial support to get there, you’re in the right place.
Not sure what level of service is right for you?
All three packages are delivered on a monthly retainer and the level of support can flex as your business changes. We’ll work out the right starting point together in our first conversation. There’s no commitment until you’re confident it’s the right fit.
What our clients say
“I was particularly impressed with how she was able to adjust to meet our different needs depending on the stage we were at.”
“They always deliver tailored, clear, practical advice and information that allows us to make sensible decisions for our business.”
“Sally is professional, hard working and gets results. She has a wide range of experience, and I would highly recommend.”
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