Ongoing Finance Partnership
I work with a small number of UK business owners who want clarity and confidence in their finances — not just compliance.
Below you’ll find my ongoing finance partnerships and standalone projects, with transparent pricing so you can decide what’s right for your business.
Clear scope. Transparent pricing. No surprises.
Tier 1 – Foundation – Ongoing Finance Leadership £650 + VAT per month
Designed for commercially serious, founder-led businesses who want structured financial visibility and confident oversight — without building an in-house finance function.
Structured financial leadership for established businesses ready to move beyond reactive decision-making.
This partnership works alongside your existing bookkeeper and accountant, providing oversight, reporting and strategic direction while leaving day-to-day transaction processing in place.
Who This Is For
This partnership works best for:
• Founder-led creative or service-based UK businesses
• VAT registered
• Already working with a bookkeeper and tax accountant
• Profitable but seeking deeper financial understanding
• Ready to run the business with intention rather than instinct
Typically suited to businesses with:
Established operations
Existing bookkeeping and statutory support
Consistent revenue
Founder-led decision making
What You’ll Receive
Each month:
• Monthly management accounts
• Margin and cost analysis
• Cash position overview
• Written performance commentary in plain English
• Clear commercial observations and focus areas
Plus:
• Quarterly strategy call
• Liaison with your tax accountant (information only)
The Outcome
You will:
• Understand exactly how profitable your business truly is
• See where margin can be strengthened
• Have clarity over cash movement and timing
• Make calmer, more confident financial decisions
• Feel accountable without feeling pressured
The Right Fit
If this sounds like you:
“The business is profitable — but I want to feel more in control of the numbers.”
You don’t need weekly modelling.
You don’t need corporate complexity.
You need disciplined oversight and calm commercial interpretation.
Your Finance Partnership
Designed for commercially serious, founder-led businesses who want structured financial visibility and confident oversight — without building an in-house finance function.
Disciplined, professional financial management for established businesses ready to operate with clarity.
Tier 2 – Growth – Strategic Finance Leadership £950 + VAT per month
For founder-led businesses who want deeper financial insight, forward planning and more regular strategic input.
This is for businesses moving beyond visibility and into intentional growth.
This partnership works alongside your existing bookkeeper and accountant, providing oversight, reporting and strategic direction while leaving day-to-day transaction processing in place.
Who This Is For
This partnership is suited to:
• Established, profitable creative or service-based UK businesses
• VAT registered
• Already working with a bookkeeper and tax accountant
• Ready to actively improve margin, cash positioning and commercial decision-making
• Beginning to think about hiring, investment, expansion or structural refinement
Typically suited to businesses with:
Increasing operational complexity
Hiring or structural decisions ahead
Multiple revenue streams or scaling activity
A need for forward planning and margin optimisation
What You’ll Receive
Everything included in Tier 1, plus:
• Monthly strategy call (rather than quarterly)
• Cash flow forecasting
• Scenario planning for key decisions
• KPI dashboard development
• Profit improvement focus
• Commercial input ahead of major decisions
The Outcome
You’ll gain:
• Greater control over future cash position
• Clearer visibility of margin drivers
• Confidence when making hiring or pricing decisions
• Structured financial insight before growth steps are taken
This is not corporate finance.
It’s commercially grounded, founder-focused financial partnership.
The Right Fit
If this sounds like you:
“The business is doing well — but I want to grow it properly and make decisions with clarity.”
You want someone alongside you — not just reporting backwards, but helping you look ahead.
Ready to Work Together?
If you're unsure which tier is right for your business, we’ll determine that during a discovery call.
I work with a maximum of 10 ongoing clients to ensure quality and attention.
Looking for a defined finance project?
I also offer standalone, fixed-fee finance projects for businesses needing clarity in a specific area, or wanting to work together on a defined objective before committing to an ongoing partnership.