Fixed scope. Clear outcomes. No surprises.

For businesses that know their finance reporting is weak but aren't sure where to start. A low-risk, paid entry point that gives you a clear, prioritised path forward.

You get

Stakeholder interviews, a review of current reports and models, a gap assessment, a priority map, quick wins, and a 90-day implementation plan.

Doesn't include

A rebuild of reporting or models — that's scoped separately once priorities are agreed.

For businesses whose P&L and management reports are late, unclear, or disconnected from how the business is actually run.

You get

Reporting design, a cost-centre structure, a KPI scorecard, a management pack template, a reporting calendar, first-month commentary and a full handover.

Needs from you

Clean, reconciled source data and a named owner on your side.

Natural next step

Monthly reporting support or a fractional FP&A retainer.

For businesses that can't see where profit is created or destroyed across customers, products, channels or sites.

You get

A profitability model, margin waterfall, cost-to-serve analysis, leakage findings, prioritised opportunities and a management presentation.

Needs from you

Sufficient transaction, volume and cost data. Where data needs cleaning first, we scope that separately and transparently.

Natural next step

Pricing and customer action plans, or recurring profitability reporting.

For businesses with no credible integrated budget, forecast or scenario model to plan and make decisions against.

You get

A driver-based budget and forecast model, an assumptions register, P&L and cash outputs, scenarios, a management workshop and handover.

Needs from you

Agreed operational drivers and active participation from your management team.

Natural next step

A monthly reforecast and performance review retainer.

For a defensible decision on capex, expansion, pricing, a new product line, a hire or a contract.

You get

A financial model, NPV / IRR / payback where relevant, risks, sensitivities, a decision paper and implementation measures.

Doesn't include

Legal, tax, technical engineering or financial-product advice. Complex transactions are scoped separately.

Ongoing FP&A capability without a full-time hire, at a cadence that suits you — from a monthly pack and forecast update through to deeper analysis, leadership participation and quarterly planning.

Core

Monthly pack, commentary, forecast update, a management meeting and a defined analysis allowance.

Growth

Everything in Core, plus deeper analysis, leadership team participation and quarterly planning.

For businesses that need weekly leadership-team involvement, ongoing commercial decision support and strategic project delivery — with a clearly defined scope of availability and decision authority.