For businesses doing £1m to £10m in revenue per year
Know your numbers. Know what actually moves the needle
At this size it's time to upgrade your finance function. You keep your accountant, I set up and run everything that is currently missing.
Fixed monthly fee. Available anytime throughout the month. Cancel any time.
A selection of clients who trust us
You get some reports sent, but no one walks you through them and you're not using any financial data for decision making.
You're not quite sure what your gross margins are, or what your overall profit is month to month.
You don't know what your runway is, or whether you may run out of cash soon if you continue with business as usual.
Even though sales are the highest they have ever been, cash is still always tight.
Your board and investors are asking more questions than you can comfortably answer.
If you turn over less than £1m per year or you're looking for someone to do your VAT return or personal tax return, I am the wrong person. Feel free to still reach out though, as I'll be able to point you in the right direction.
Most businesses past £1m try some mix of these. Each one covers part of what you need, but none of them covers all of it.
Rely only on your accountant
Accountants have an important job, but it's not their job to cover the whole finance function.
Hire a CFO who has only worked for big companies
A big-corporate CFO does not know how a £2m business works.
Get a CFO who only does the strategy, so you need a second person for the hands-on work
Without doing the hands-on work, the CFO has a lot less context, so the advice will be worse. It's also more costly, and you have more people to liaise with.
Bring someone in on the same day every week, or someone billing by the hour or day
An issue comes up on a Thursday and you have to wait until next Tuesday for help. Or you hold back from asking for help or advice when you need it, because you're worried about running up a big bill.
Discuss problems with your family or your team
Your family doesn't have the context on everything happening in your business. Your team shouldn't carry your worries, and might start looking for new jobs if you tell them you're worried about making payroll next month.
You keep your accountant. I set up and run everything else, and you pay the same every month.
You tell me about your current situation and the main problems you have. I'll try to solve one right there on the call, and answer any questions you have about my offer.
In your inbox within 24 hours. No long-term commitments.
In the first month I get into your numbers, systems and banking setup, review what is working and what needs to change, and propose how I'd change it.
From month two everything is set up. We meet at least once a month to go through last month's performance and the outlook, and I'm available any time in between.
No. Your accountant and I handle different parts of the finance function. Accountants handle compliance: the accounts filed with Companies House and HMRC, tax returns, VAT and so on. I work on the strategic, forward-looking parts like cash flow forecasting, decision making and fundraising. When I come on board I work alongside them, and most of my clients keep the accountant they already have.
As much as is needed to fulfil the scope of work we agree. Typically I spend between 2 and 6 days per month with each business I work with, and it often varies from month to month depending on how much there is to do.
No. I work flexibly across the month, and whenever a client needs me I try to help as soon as possible rather than waiting for the next day we agreed I'd be there.
From £2,000 per month, as a fixed retainer depending on scope.
Typically Xero or QuickBooks, plus Excel and Google Sheets. There are no additional systems you need to spend money on when I come on board.
Yes. Most of the work is done remotely, but I try to see every client in person at least a few times per year where possible.
There isn't one. You can cancel any time, and you just pay for the month you're in.
I sign an NDA before I see any numbers. Wherever possible I work inside your own systems, and anything I do keep is stored securely and deleted when we stop working together.
On every first call I want to be useful, so we'll spend the first 15 minutes on a problem you currently have and how I'd approach it. Afterwards we can discuss how I work and if there is scope for us to work together.
Book a 30-minute call