What we offer

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You've just started out and don't know what you don't know - am I right?

This package sets up the essential finance foundations for running a business and equips you with the tools to track it! 

• 60 minute consultation
• Budget creation
• System training
• Metric creation and tracking
• Finance system set-up including
  • Invoicing and bill management
  • Phone app for invoicing & expenses
  • Banking linked for visibility of cashflow
  • Reporting
  • Customised dashboard

 Do you have a profitable business but need help understanding where there might be some black holes? The Finance Health Check is a way for you to have your business reviewed in a relaxed environment, ensuring your business is in the best possible position.

• 60 minute initial consultation 
• Detailed action plan to increase profitability

Your idea and market is nailed and your business is growing. You are at the point now where you want to spend some time tying down the loose ends and strengthening your position. 

• 60 minute initial consultation 
• Bespoke action plan on any areas for development
• 12 month forecast
• Analysis of trends and data to increase profit
  • Product/service mix optimisation
  • Overhead and profit analysis
  • Cashflow optimisation

Learn how to set the Finance side of the business up yourself with this step-by-step action plan!

• 60 minute initial consultation
• Detailed action plan
• Set-up checklist
• 4 x 30 minute training sessions

You will come away with:

• Invoice management system
• Direct bank feeds and cash flow visibility
• Customer & supplier record keeping
• Tailored suite of reports
• Customised dashboard
• Knowledge to maintain what you have built!

 As your business grows you may not need the guidance of a full time CFO, but could use a finance expert that can guide and partner with your business.

For a monthly retainer, you will receive:

• A 45-60 minute phone call each week
• Unlimited questions and advice via email
• Completion of one project per month.