Our Three Core Service Pillars for Financial Clarity, Insight & Growth
Financial Reporting & Analysis
P&L, Balance Sheet & Cash Flow assessment
Financial health & performance review
KPI & reporting systems optimisation
Data integrity & accuracy checks
Automation & efficiency in financial processes
Commercial Insight & Evaluation
Sales performance & revenue analysis
Pricing, discounting & profitability optimisation
Market & SKU-level profitability
Traffic, conversion & customer metrics
Advertising spend & ROI evaluation
Returns, fees & margin optimisation
Financial Strategy & Planning
Financial modelling & scenario Planning
12-36 month Financial & Commercial plans
Investment & funding strategy
Scaling without Cash Flow constraints
Long-term budgeting & goal setting
Our 4-step process for end-to-end strategic financial planning
Step 1: Financial audit
Start with a clear understanding of where you are today
Thorough assessment of your financial health
Evaluation of all systems and processes
Establish a strong baseline for measuring progress
Step 2: Financial planning
Map out a realistic yet ambitious path to your business goals
Develop a customised financial plan for the next one to three years
Establish clear and measurable targets and milestones for growth
Define long-term ambitions to keep your business future-focused
Step 3: Analysis and review
Stay on top of each financial driver with monthly reviews
Monthly performance reviews covering all key commercial and financial metrics
In-depth analysis of revenue, costs, and profitability to maximise returns
Detailed cash flow management with scenario planning to stay agile
Step 4: Strategic choices
Make informed choices to stay on track and adapt as needed
Evaluate options and actions to keep your financial plan on target
Assess potential adjustments to respond to emerging opportunities or challenges
Ensure that every decision supports long-term financial stability and growth
Bespoke service - Business Valuations
Whether you're seeking investment, planning an acquisition, preparing to exit, or simply exploring your options, we provide clear, data-driven valuations backed by robust analysis. We’ll guide you through the fundamentals and rationale, ensuring you make informed decisions with confidence.
