I pull publicly available data on your business and build a personalised financial report showing your revenue trajectory, margin position, and estimated valuation. This takes me about ten minutes and costs you nothing. Most business owners have never seen their numbers presented like this before.

If the snapshot resonates, we go deeper. Using your actual accounting data from Xero or QuickBooks, I build a full Profit and Valuation Audit showing exactly where profit is leaking, how much cash is trapped in your working capital, and what your business is worth today versus what it could be worth. We review it together on a Zoom call. The £190 is deducted from your first monthly invoice if we go on to work together.

Most clients move to a monthly retainer within two weeks of the audit call. I become your outsourced CFO — taking over your bookkeeping, connecting your accounts to live forecasting tools, and giving you the financial clarity to make confident decisions every month. Retainers priced based on business size and complexity, discussed on your strategy call.