We work with small and medium-sized businesses across a range of sectors — often owner-managed and growing. If you’ve outgrown spreadsheets or feel like you’re flying blind financially, we can probably help.

 

What’s a financial health check?

Our financial health check is a one-off review of your business’s finances. It gives you an honest snapshot of where things stand and highlights risks, inefficiencies, and opportunities for improvement. It’s a great way to get clarity — whether or not you decide to work with us long-term.

 

What happens on a discovery call?

It’s an informal chat to learn about your business, your goals, and any financial concerns. We’ll ask a few questions, and you can ask anything you like. If we’re a good fit, great — if not, we’ll point you in the right direction. No pressure, no hard sell, and everything is confidential.

 

How much do your services cost?

We offer a transparent, fixed-fee structure so you always know what you’re paying for. You can find an overview on our Pricing page or request a one-pager PDF to share with your team or board. If you’re unsure what level of support you need, we’re happy to guide you.

 

Do you offer help with tax or payroll?

No, we focus on CFO-level support — strategy, cash flow, forecasting, reporting, and business performance. We don’t offer personal tax, inheritance planning, or payroll services, but we can recommend trusted providers if needed.

 

Where are you based?

We’re based in West Bridgford and work with businesses in Nottingham, Nottinghamshire, and beyond. Many of our services can be delivered remotely, so geography doesn’t have to be a barrier.

 

I’m not sure if I’m ready — what should I do?

That’s completely fine. You don’t have to have everything figured out before getting in touch. Book a discovery call, and we’ll talk it through. Often just talking it out helps clarify what kind of support would be most useful.