Financial Strategy

Fractional CFO Services

Partnering with you to develop and execute a plan to achieve your strategic, financial and other business goals, we’ll offer you the experience and expertise of a Chief Financial Officer at a fraction of the cost.

Business Coaching & Training

Providing quality one on one coaching for individuals, or training for key staff.

Ad-Hoc Project Work

From Troubleshooting projects to Forensic accounting, we aim to fulfil all of your financial needs.

Fractional CFO Services

Partnering with you to develop and execute a plan to achieve you strategic, financial and other business goals, we’ll offer you the experience and expertise of a Chief Financial Officer at a fraction of the cost

With over 30 years of experience providing Fractional CFO services and acting as a Finance Director for numerous clients, we can provide strategic financial leadership on a part-time basis

Developing more robust financial systems and strategy to give you greater clarity in your business, introduce greater efficiency to your operations and help your business grow.
We will also oversee the day-to-day running of your accounting functions including the bookkeeping, accounts receivable/payable management, payroll and any other financial systems used in your industry to ensure that all of your records are accurate and up-to-date.
We can train, manage and facilitate the engagement of financial staff as necessary to provide a full financial department at maximum cost effectiveness.
With extensive experience buying and selling numerous businesses for clients and independently, and defining the relevant 'heads of' agreement for both share and asset purchases, we can help your business develop an 'Exit and Succession Planning' strategy within your business framework. It's crucial to be thinking and planning ahead in this way, as your future business valuation will depend on the actions you take now.

Business Coaching & Training

Providing quality one on one coaching for individuals, or training for key staff

We'll coach you through every step

We offer a range of Coaching & Training options, based upon over 35 years experience in Business, and running and selling multiple businesses in that time. We have been coaching Business Directors and Key Personnel in many areas including understanding their business finances and costings, dealing with staff, business structure and operational challenges. We have also offered financial training for staff, and can help implement new accounting systems.

Ad-Hoc Project Work

From troubleshooting projects to forensic accounting

We aim to fulfil all of your financial needs

Costing & Pricing - We have vast experience in being able to guide you in costing your products and services, which in turn can lead to helping you to price your business in the marketplace. We have helped numerous clients who have believed their cost prices to be one thing, when really these costings were out of date, or inaccurately calculated, leading to a false expectation of Profit. We aim to renew your costing, to help evaluate your future pricing.
Forensic Accounting - We have helped many clients who have fallen foul to various forms of theft, whether by identity, or by employees etc. We will examine your accounting records and bank accounts to help you in determining the extent of the problem, and recommend solutions to resolve.
Business Health Checks - We believe that every business needs to consider a regular Business Health Check of their organization. To do this we review the Business historical and current financials and produce a Traffic light system to identify potential weaknesses in the business. We will identify what is working well and efficiently, those areas that may require some attention, and those areas that are of great concern. We use bespoke KPI’s to produce our report for you and also present our recommended solutions.
Other Business Consultancy Projects - We have helped numerous clients work through Operational concerns in their businesses, provide analytical analysis of these areas of concern, and provide general Troubleshooting techniques, which in turn bring recommended solutions.

Have a specific financial need that you don’t see listed?

We offer bespoke accounting services, so please get in touch to see how we can help you. If we’re unable, we’ll refer you to someone in our network.