Summary

This is where we go deeper. For businesses who want ongoing financial support, insight, and structure. From budgeting and forecasting to monthly performance packs, we become your financial sounding board. Calmly guiding your business towards growth.

What you get

A tailored retainer model based on your requirements (Request a quotation)

• Management Accounts

• Cashflow Planning

• Budgeting & Forecasting

• Board / Stakeholder Reporting

• Business Reviews

• Strategy Sessions

• Guided Support

*Financial Health check*

A crystal clear vision of your finances.We will review your current performance, projections, progress to goals, identify 30+ KPI's, identify hidden risk and missed opportunities. Expect practical recommendations, gentle accountability and zero judegement. Just honest, strategic insight presented in an innovative pack and across strategy meetings tailored to your business.

Why it matters

Because growth doesn't happen over year-end snapshots. Most businesses need more than just annual accounts, they need rhythm, structure, and real-time insight. Financial management isn't about looking back, it's seeing what's ahead. Our retainers give you calm, consistent financial oversight, without the cost of an in-house team. You stay grounded, we keep you moving forward.

How it works

1. Request for quotation

2. We understand your business

3. We build your financial framework

4. We deliver