Finance enabling small business to be big

The finance director your business deserves.

FD quality thinking, powered by AI and signed off by a qualified human, every month. Better insight and faster decisions, at a fraction of the cost of hiring.

No hard sell. No obligation. A straight conversation about your numbers.

AI does the heavy lifting. A qualified accountant makes the decisions and signs the work. One accountable expert who knows your business, with the capacity of a finance team behind them.

MD Summary — This Month

Headline numbers

£587kRevenue
25.8%EBIT Margin
£142kCash

Early warning indicators

Gross margin trendStable
Debtor days34 ↑ watch
Cash runway5.2 months
October crunchPlanned for

Reviewed and signed off by a qualified accountant. Every month.

Two ways in

Where would you like to start?

For business owners

You have outgrown your bookkeeper.

You are turning over £500k to £5m. The numbers land weeks late, and you are making big calls on gut feel. Start by finding out exactly where your business stands, then build the finance function it deserves.

Your journey

  • Where Are You AtA fixed fee review of the whole business, with a roadmap you can act on.
  • Management accountsSix layers, from a useful P&L through to the narrative most never get.
  • Your ongoing finance partnerIn time numbers, a forward view, and someone who shows you what to do next.

For law firms

Client account compliance you can sign your name to.

If you are the COFA, the monthly client account reconciliation is a weekend you dread and a risk with your name on it. We turn it into a clean, defensible sign off, then take on the wider finance function when you are ready.

Your journey

  • CAREClient Account Reconciliation, solved. A one click sign off, ready for the SRA.
  • Offline and defensibleSRA Rules 7.1 and 8.3 covered, with a tamper evident audit log.
  • The wider finance functionFrom compliance through to full management accounts for the firm.
Why trust us

A qualified accountant, not a software salesman.

CIMA Practising Certificate Holder
CIMA MiP

Chartered Global Management Accountant. Authorised to practise and regulated on ethics, CPD, and professional indemnity.

15+
15+ Years

Finance and operational leadership across telecoms, legal services, and publicly funded programmes.

FSB
FSB Member

Member of the Federation of Small Businesses, working with SMEs across the South East.

“AI does the heavy lifting. A qualified, experienced finance professional makes the decisions. Technology augments expertise, it never replaces it.”Andrew Isaacs ACMA CGMA, Founder

Latest thinking

Observations on SME finance.

Funding

How do I prepare for bank lending?

Read the article →
Cashflow

What should a 13 week cashflow show?

Read the article →
Finance function

When should an SME outsource finance?

Read the article →

I share observations on SME finance, growth, and what a real finance function looks like at this scale. Regularly on LinkedIn.

Follow on LinkedIn

Where to find me

Out and about across the South East.

I make a point of attending events across the South East. If there is something coming up where you think we should meet, drop me a message.

Loading events…

Let’s have a conversation.

Thirty minutes, no preparation needed, no obligation. Tell us about your finance function and we will tell you honestly whether and how we can help.

Book a Free 30 Minute Chat