Our services
What we do
Management accounts, credit control and practical finance advice for owners of small and growing businesses, for a fixed monthly fee.
Management Accounts
Monthly profit and loss, balance sheet and cash position, with a short commentary on what has changed, why, and what needs your attention.
Budgets & Forecasts
Annual budgets and rolling forecasts, compared against your actual results each month so you can see problems coming early.
Cash Flow Management
Short-term cash flow forecasting and planning around supplier payments, so you always know what is coming in and going out.
Credit Control
Chasing overdue invoices, customer statements, aged debtor reporting, and sensible credit limits and payment terms for new customers.
Business Finance Advice
An experienced second opinion on pricing and margins, funding options, major purchases, and the financial health of key customers and suppliers.
Ledgers & Records
Where needed, keeping your sales and purchase ledgers in order so the numbers behind your reports are reliable.
How we work
1. A conversation
We talk about your business, where it is heading, and what you need from your numbers.
2. Engagement letter
We confirm the services, fixed monthly fee and timescales in writing.
3. Ongoing support
Monthly reports, regular check-ins, and someone to talk to when a big decision comes up.
Our advice covers the finances of your business. We don't provide regulated financial advice on investments, pensions, insurance or mortgages, or audit, statutory year-end accounts, tax returns, tax planning or legal advice. See our Terms of Business.