What we offer
Consultations
Structured financial performance consulting for owner-managed firms — reviews, reporting packs, cash planning, and retainers.
Each consultation is scoped before work begins. We work from your management accounts and conversations with the owner — not from generic industry benchmarks alone.
Financial Performance Review
A three-to-four-week diagnostic of margins, cash cycle, and owner drawings for firms that want a clear picture before making the next move.
Owner Reporting Pack
A monthly pack the owner can read in under an hour — profit, cash, and the few measures that actually matter for decisions.
Cash Flow Planning
Thirteen-week cash maps for firms facing seasonal swings, growth spend, or a bank conversation that needs numbers behind the narrative.
Advisory Retainer
A standing monthly sounding board for owners who want financial performance questions answered before they become expensive mistakes.