The Right Support,

At The Right Stage.

Every business is at a different stage. The level of support that you need should match that stage. Here's how we work with business owners who are ready to take control of their numbers and build something that performs.

Business Advisory Services

Three Stages.

Three Levels Of Support.

All three advisory services require up-to-date bookkeeping and financial data. If that's not in place yet, we can help you get there first. Each service is available as a standalone engagement or as part of a longer-term advisory relationship.

Optimise Plan

stage 1

Awareness & Control

A focused diagnostic that tells you exactly where your business stands, and what to do about it.

BEST FOR:

Any business owners ready to get a clear picutre of their finances. If you are't sure what to proritise then this is the place to start.

WHAT'S INCLUDED:

  • Full financial and operational review

  • One-to-one strategy session with Nicola

  • 90-day action plan with defined priorities

  • Identification of quick wins and risks

You finish with clear picture of where the business is, what's holding it back, and exactly what to work on in the next 90 days.

£1250+VAT

one-off engagement

£827+VAT for one-person business

Efficiency & Profit Build

stage 2

implmentation & transformation

Six months of hands-on work to build the financial and operational foundations your business needs to scale by design

BEST FOR:

Operational businesses with 5–50 staff facing growing complexity, inconsistent reporting, or operational pressure that's slowing progress.

WHAT'S INCLUDED:

  • Systems and process review

  • KPI framework and reporting design

  • Budgeting and cash flow structure

  • Live cash flow forecasting

  • Implementation support, handover, and handbook

You come out with embedded processes, reliable reporting, and a business that runs on information rather than instinct.

£5000+VAT

6 month programme

Profit & Growth Business Advisory

stage 3

Momentum & progression

An ongoing strategic relationship that keeps your business moving forward, with accountability, direction, and financial leadership built in.

BEST FOR:

Established businesses with reporting already in place, who want a senior advisory partner rather than just a reporting function.

WHAT'S INCLUDED:

  • Monthly report interpretation and review

  • Structured forward planning sessions

  • Monthly strategy call with Nicola

  • Decision modelling and scenario planning

  • Progress accountability and next-step focus

You have a strategic partner in your corner every month that's focused on protecting profit, planning ahead, and keeping the business on track.

£1250+VAT

minimum 6 month engagement

Complete Finance Department

For businesses that want more than an advisory relationship; a fully outsourced finance function that handles the day-to-day alongside the strategic layer.

This isn't the next step after the advisory pathway. It's a different kind of engagement for businesses that want their finance operation run at an enterprise level, end-to-end, with CFO-level oversight built in.

  • Compliance and financial management

  • Management reporting and performance review

  • Cash flow forecasting and financial planning

  • CFO-level oversight and strategic guidance

  • Tax planning and forward liability management

  • Full team access: monthly, quarterly, or annually

who is this for

Growing businesses that want to hand off the entire finance function, not just get advice on it. If you need financial leadership embedded in the business rather than sitting alongside it, this is the engagement that delivers that.

200+ Business Owners

Our team has over 200 business owners with accounting, advisory, and our unique business insights.

How it differs from the advisory pathway

The three advisory services are about building financial leadership inside the business: your team, your systems, your decisions.

The Complete Finance Department is about having that function resourced externally, with full accountability and ongoing management.

Investment and structure are discussed on a call. Every engagement is built to fit the size and complexity of the business.

HOW it works

A Framework Built Around Where Your Business Actually Is

The business owners that we speak with and work with don't struggle because they lack ambition. They struggle because they haven't yet built the foundations that make ambition deliverable.

At Profit & Growth our advisory services below follow a deliberate progression. From gaining control and visibility, through to building operational strength, and on to sustained forward momentum.

Analyse

You understand your numbers, know where the pressure points are, and have a defined plan for what to focus on next. Decisions stop being guesswork.

optimise plan

Optimise

Systems, processes, and financial structure are built properly. Reporting is live and reliable. The business stops running on instinct and starts running on information.

Efficiency & profit build

Achieve

You have a strategic partner reviewing what's happening, planning what's next, and keeping you accountable. The business moves forward with direction rather than drift.

PROFIT & GROWTH BUSINESS ADVISORY

Not sure where to start?

The Best Place Is Often A Conversation

If you're not sure which service fits where your business is right now, book a call. We'll talk through where things stand, what you're working towards, and which level of support makes sense for you.