Finding your way through.

Often companies do not have the budget to hire an expert financial team, and so rely on the business owner, their usual accountants and management team to make the calls on how best to run the company.

This often includes what systems to invest in, how best to cope with crisis, the best ways to push the company towards growth, how best to use any capital, and how the workflow of the company should run.

Sometimes it is hard to see how to move forwards, and it is even harder to know who to ask for proper advice on how to do it. Until now.

OUR SERVICES

We can help you be better.

Financial & Treasury Consulting

Problem Solving

1hr min session - £100 + VAT per hour

The clock only starts once we start working. Sometimes you don’t need a full consultation, you just have a burning question and don’t have anyone to ask for advice. We can help you with adhoc questions and give you some unbiased and impartial help.

    • A dedicated contact who will always be there to offer you the best advice as and when you need it

    • A clear written summary of recommendations for you to keep

    • A phone call to explain our findings

Regular check up

1 day per month min – from £600 + VAT (depending on commitment)

You may be in the position that you need some advanced help, but do not want the commitment of having to hire a senior (and very expensive) expert to your team. We can offer the level of support you need without all the HR hassle. Starting at 1 day per month, all the way up to full time staffing, we can provide the expert knowledge you need without the strings.

    • This option does exactly what it says, we come in and sort things out for you… the best part is, once it is done we can shake hands, wave goodbye, and leave you in a better place with no ongoing commitment to us. Simple.

Financial Coaching Packages

The full works

£ Negotiable

Do you want someone to come in, take a thorough look at what you do, come up with how to fix things and make it better… then actually get it done? Then this is the option for you. We can revolutionise how you work and take the headache out of making the tough and complex decisions yourself.

    • We set the length of contract up with you at the beginning, giving you the peace of mind that we are guaranteed to be there to help in whatever way you need.

    • Research

    • Recommendations

    • Referrals

    • Implementation

    • Guidance

Basic

£1,000 + VAT

Introductory sessions focusing on fundamental financial principles. 5 One-hour sessions, tailored to address essential financial concepts for improved financial literacy and management.

    • Understanding Financial Statements

    • Basic Cash Flow Management

    • Introduction to Budgeting

    • Banking Basics

Standard

£2,500 + VAT

Intermediate coaching with in-depth financial strategies. 10 One-hour sessions, providing a deeper understanding and practical strategies for better financial management and planning.

    • Detailed Financial Modelling

    • Comprehensive Cash Flow Management

    • Advanced Strategic Planning

    • Risk Mitigation Strategies

    • Profit and Loss Management

    • Banking Strategies

Premium

£ 5,000 + VAT

Comprehensive coaching covering all aspects of financial management with ongoing support. 20 One-hour sessions, combining detailed coaching and continuous support for thorough financial management and strategic planning. Monthly check-ins to review progress and adjust plans.

    • Advanced Financial Analysis

    • Cash Flow Forecasting

    • Strategic Financial Planning

    • Risk Management Basics

    • Profit and Loss Management

    • Banking Strategies

    -Referrals

    -Implementation

    -Guidance

TALK TO US

The journey starts here. Drop us a line and let’s see what we can do to guide you to a better future.