Finance & Flow 1:1

Previous service

Previous service

Previous service

Summary

One-off strategy sessions, for founders who need clarity, confidence and direction. We don't leave a leaf unturned when reviewing current systems and processes. We blend numbers with intuition to help you move forward, aligned and in control.

What you get

  • Deep dive into current operations

  • 90 minute 1:1 Teams strategy sessions

  • Personalised action plan

  • Clarity on pricing, profit and priorities.

  • Honest, emotionally in-tune support.

  • An all-included cost of £249.00


Why it matters

Because sometimes you don't need a full-time accountant, you just need a moment of clarity. Wether you're stuck, scaling or spinning your wheels. Finance and flow gives you the space to pause, reset and move forward with confidence.

How it works

  1. Enquiry & Book

  2. Pre-Session Prep

  3. 1:1 Strategy Session

  4. Follow-up Plan

Sample Retainers

If you choose a finance partner through monthly support. Every client has different requirements, a tailored retainer will be built towards their needs. We have sample retainers to present an idea of pricing against different types of requirements.

The Anchor

£299 PM

Bookkeeping to 50 monthly transactions.


Statutory Accounts, CT600 and Confirmation Statement.


Directors Self-Assessment


Four annual advisory Calls


Companies under £200k turnover

The Architect

£599 PM

Bookkeeping to 50 monthly transactions.


Full Onboarding Review


Statutory Accounts, CT600 and Confirmation Statement.


Directors Self-Assessment


Four annual advisory Calls


Monthly Balance Sheet and accounting Reconciliation up to 25 lines.


Basic monthly P&L and Balance Sheet Reports.

Companies under £200k turnover




The Alchemist

£899 PM


Bookkeeping to 100 monthly transactions.


Full Onboarding Review


Quarterly VAT returns


Six annual advisory Calls


Monthly Balance Sheet and Accounting reconciliations up to 25 lines.


Basic monthly P&L and Balance Sheet Reports.

Companies under £500k turnover




The Vault

£1099 PM


Bookkeeping review of internal staffing


Full Onboarding Review


Quarterly VAT returns


Twelve annual advisory Calls


Monthly Balance Sheet and Accounting reconciliations up to 50 lines.


Full monthly Management Accounts Reporting


*Full Quarterly Financial Healthcheck*

Companies under £1mil turnover




The Strategist

£1499 PM


Bookkeeping review of internal staffing


Full Onboarding Review


Twelve annual advisory Calls


Monthly Balance Sheet and Accounting reconciliations up to 50 lines.


Full monthly Management Accounts Reporting


*Full Monthly Financial Healthcheck*

Companies under £2mil turnover




The Oracle

£2399 PM


Bookkeeping review of internal staffing


Full Onboarding Review


Up to Twenty four annual advisory Calls


Monthly Balance Sheet and Accounting reconciliations up to 100 lines.


Full monthly Management Accounts Reporting


*Full Monthly Financial Healthcheck*


Monthly rolling Cashflow & Liquidity management tool

Companies under £2mil turnover




Sample Retainers

If you choose a finance partner through monthly support. Every client has different requirements, a tailored retainer will be built towards their needs. We have sample retainers to present an idea of pricing against different types of requirements.

The Anchor

£299 PM

Bookkeeping to 50 monthly transactions.


Statutory Accounts, CT600 and Confirmation Statement.


Directors Self-Assessment


Four annual advisory Calls


Companies under £200k turnover

The Architect

£599 PM

Bookkeeping to 50 monthly transactions.


Full Onboarding Review


Statutory Accounts, CT600 and Confirmation Statement.


Directors Self-Assessment


Four annual advisory Calls


Monthly Balance Sheet and accounting Reconciliation up to 25 lines.


Basic monthly P&L and Balance Sheet Reports.

Companies under £200k turnover




The Alchemist

£899 PM


Bookkeeping to 100 monthly transactions.


Full Onboarding Review


Quarterly VAT returns


Six annual advisory Calls


Monthly Balance Sheet and Accounting reconciliations up to 25 lines.


Basic monthly P&L and Balance Sheet Reports.

Companies under £500k turnover




The Vault

£1099 PM


Bookkeeping review of internal staffing


Full Onboarding Review


Quarterly VAT returns


Twelve annual advisory Calls


Monthly Balance Sheet and Accounting reconciliations up to 50 lines.


Full monthly Management Accounts Reporting


*Full Quarterly Financial Healthcheck*

Companies under £1mil turnover




The Strategist

£1499 PM


Bookkeeping review of internal staffing


Full Onboarding Review


Twelve annual advisory Calls


Monthly Balance Sheet and Accounting reconciliations up to 50 lines.


Full monthly Management Accounts Reporting


*Full Monthly Financial Healthcheck*

Companies under £2mil turnover




The Oracle

£2399 PM


Bookkeeping review of internal staffing


Full Onboarding Review


Up to Twenty four annual advisory Calls


Monthly Balance Sheet and Accounting reconciliations up to 100 lines.


Full monthly Management Accounts Reporting


*Full Monthly Financial Healthcheck*


Monthly rolling Cashflow & Liquidity management tool

Companies under £2mil turnover




Need clarity without the commitment?

Finance & Flow gives you strategy, structure, and direction - in one powerful session.

Start Here

Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
Smiling young woman with long hair standing against a dark green background, holding a finger to her chin.
Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
A smiling woman with her arms crossed, standing against a dark green background. She has long, dark hair.
Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
Smiling young man with short hair poses against a dark background, wearing a green button-up shirt.
Close-up of a tree stump showing growth rings and a textured brown wood surface.
A smiling young man with crossed arms, wearing a plaid shirt and white t-shirt, poses against a dark background.
Close-up of a tree stump showing growth rings and a textured brown wood surface.

Need clarity without the commitment?

Finance & Flow gives you strategy, structure, and direction - in one powerful session.

Start Here

Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
Smiling young woman with long hair standing against a dark green background, holding a finger to her chin.
Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
A smiling woman with her arms crossed, standing against a dark green background. She has long, dark hair.
Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
Smiling young man with short hair poses against a dark background, wearing a green button-up shirt.
Close-up of a tree stump showing growth rings and a textured brown wood surface.
A smiling young man with crossed arms, wearing a plaid shirt and white t-shirt, poses against a dark background.
Close-up of a tree stump showing growth rings and a textured brown wood surface.

Need clarity without the commitment?

Finance & Flow gives you strategy, structure, and direction - in one powerful session.

Start Here

Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
Smiling young woman with long hair standing against a dark green background, holding a finger to her chin.
Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
A smiling woman with her arms crossed, standing against a dark green background. She has long, dark hair.
Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
Smiling young man with short hair poses against a dark background, wearing a green button-up shirt.
Close-up of a tree stump showing growth rings and a textured brown wood surface.
A smiling young man with crossed arms, wearing a plaid shirt and white t-shirt, poses against a dark background.
Close-up of a tree stump showing growth rings and a textured brown wood surface.