Standalone Finance Projects
Clear Scope. Fixed Fee. Defined Outcomes.
Designed for commercially serious, founder-led businesses with existing bookkeeping support who need clarity in a specific area - or want to experience working together before committing to an ongoing finance partnership.
Each project has a clearly defined scope and fixed fee.
Delivered within Xero — or includes migration where required.
KPI & Dashboard Build
£850 +VAT fixed fee
A structured performance dashboard designed to give founder-led businesses clear visibility over the numbers that actually drive growth.
Ideal for businesses ready to move beyond basic P&L reporting and gain real-time insight into performance.
What’s Included
• Identification of key financial and operational metrics aligned to your business model
• KPI framework design
• Custom Xero reporting configuration
• Dashboard build (within Xero or integrated reporting tool)
• 60-minute walkthrough session
• Written KPI definitions and interpretation guidance
The Outcome
You’ll gain:
• Clear visibility over the metrics that matter most
• Alignment between performance data and business goals
• A reporting structure that supports confident decision-making
• Reduced reliance on instinct alone
No more scrolling through reports trying to “work it out.”
No open-ended billing. No ambiguity. Just structured financial insight
Financial Structure and Planning
Financial System Design & Restructure
£950 - £1,500 + VAT fixed fee
(depending on complexity)
For founder-led businesses who want their finance system built — or rebuilt — properly.
Whether you’re starting fresh or cleaning up an existing Xero file, this project creates structured, commercially meaningful reporting.
What’s Included
• Review of existing Xero file (if applicable)
• Chart of accounts redesign aligned to your business model
• Reporting structure optimisation
• VAT settings configured in line with your accountant’s instructions
• Bank feed configuration review
• Core app integration alignment (Stripe, Shopify, Etsy etc.)
• Invoice template refinement
• Payroll system configuration (in line with provider guidance, where required)
• 90-minute handover session
The Outcome
You’ll have:
• Clear, commercially useful management reporting
• Proper margin visibility
• A finance system aligned to how your business actually operates
• Confidence in your financial data
No more working around a messy finance system
Profit Clarity Review
£475 + VAT fixed fee
A focused financial deep dive designed to uncover where profit is truly being generated — and where it’s quietly eroding.
Ideal for founder-led businesses who are profitable but want clearer visibility over margin, pricing and cost structure.
What’s Included
• Margin analysis by revenue stream or service line
• Break-even review
• Cost structure assessment
• 60-minute strategy call
• Written summary outlining key findings and practical next steps
The Outcome
You’ll gain:
• Clarity on your true profit drivers
• Understanding of where margin can be strengthened
• Confidence in your pricing and cost structure
• Clear next steps to improve financial performance
A structured financial snapshot — without committing to ongoing support.
12-Month Cashflow & Profit Plan
£950 + VAT fixed fee
A forward-looking financial roadmap for founder-led businesses ready to plan intentionally over the next 12 months.
Designed for businesses preparing for growth, hiring, investment or stronger financial control.
What’s Included
• 12-month cashflow forecast
• 12-month profit projection
• Tax estimate for planning purposes (not formal tax advice)
• Cash runway analysis
• Growth and scenario modelling
• 90-minute strategic planning call
The Outcome
You’ll leave with:
• Clear visibility over your expected cash position
• Understanding of how growth decisions impact profit
• Awareness of likely tax liabilities for planning
• Structured financial insight before major decisions are made
A practical financial plan — not just a spreadsheet.
Performance & Leadership Support
Financial Health Check
£650 + VAT fixed fee
A structured financial review designed to assess the overall health of your business — beyond surface-level profit.
Ideal for founder-led businesses who want reassurance, clarity and a professional assessment of financial stability.
What’s Included
• Review of profit and margin performance
• Balance sheet assessment
• Cash position and working capital review
• Cost structure and overhead analysis
• VAT position overview (based on existing configuration)
• Identification of financial risk areas or inefficiencies
• Written summary report with prioritised recommendations
• 60-minute review call
The Outcome
You’ll gain:
• Clear understanding of your current financial position
• Awareness of potential risk areas
• Identification of margin improvement opportunities
• Confidence in the overall stability of your business
A professional financial “MOT” — not just a glance at your P&L.
Important Information
All projects:
Focus on financial insight and structure.
Do not replace statutory compliance or tax advice.
Are delivered based on existing financial data (typically within Xero).
Not sure which project is right?
We’ll clarify the right scope for your business during an initial conversation.
Every project is carefully defined to ensure it delivers meaningful, commercially grounded value.
Founder Finance Training
£550 + VAT fixed fee
A structured finance session designed to help founder-led business owners understand, interpret and use their financial information with confidence.
Ideal for founders who want to feel more in control of their numbers — without becoming an accountant.
What’s Included
• Pre-session review of your current financial reports
• 90-minute tailored training session
• Walkthrough of your P&L, balance sheet and cash position
• Explanation of key financial concepts relevant to your business
• Guidance on what to monitor monthly
• Written summary and reference notes
The Outcome
You’ll gain:
• Confidence reading your financial reports
• Clarity on what the numbers are telling you
• Better understanding of margin and cash flow
• Reduced reliance on guesswork
Practical financial literacy — grounded in your own business data.