Working Together
Flexible support, tailored to your business.
No two businesses are the same, so neither are our fees.
Every client has different objectives, challenges and reporting requirements. That's why we don't believe in fixed, one-size-fits-all packages.
Instead, we take the time to understand your business before recommending the level of support that's right for you.
Whether you need help preparing an annual budget, improving cash flow, producing monthly management accounts or ongoing strategic financial support, we'll provide a bespoke proposal based on your requirements.
What Our Fees Include
Our services are delivered on a fixed monthly fee wherever possible, allowing you to budget with confidence and avoid unexpected invoices.
Depending on the level of support you require, your package may include:
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Monthly management accounts
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Budget preparation and monitoring
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Rolling financial forecasts
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Cash flow forecasting
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KPI dashboards
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Business performance reviews
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Finance Director support
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Telephone and email support throughout the month
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Meetings with you and your management team
You'll always know exactly what is included and exactly what you'll pay.
How We Work
Step 1 – Discovery Meeting
We begin with a free, no-obligation consultation to understand your business, your goals and the challenges you're facing.
Step 2 – Tailored Proposal
We'll recommend the level of support that will deliver the greatest value and provide a clear fixed-fee quotation.
Step 3 – Ongoing Partnership
Once you're on board, we'll work alongside you, providing the financial insight and guidance you need to make informed business decisions and achieve your objectives.
Typical Clients
Our clients are typically businesses that:
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Want better visibility over financial performance.
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Need more reliable budgets and forecasts.
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Want to improve profitability and cash flow.
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Are planning for growth.
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Need experienced financial guidance without employing a full-time Finance Director.
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Value proactive advice rather than simply year-end compliance.
Why We Don't Publish Fixed Prices
The level of support one business needs can be very different from another.
A business requiring monthly management reporting and forecasting has very different needs to one looking for strategic financial support throughout the year.
Rather than charging for services you don't need, we'll create a bespoke proposal based on your business, your objectives and the level of support you require.
Our aim is to build a long-term relationship, becoming a trusted financial adviser who helps your business grow.
Book Your Free Discovery Meeting
If you'd like to understand how better financial planning and reporting could benefit your business, we'd love to hear from you.
Book a free, no-obligation discovery meeting and we'll discuss your business, your goals and how we can help.