It starts with a 30 minute call. No pitch, no pressure. We want to understand your business, where you are today, and whether there is genuine alignment before either of us commits any further. If it is not the right fit, we will tell you.

Two to three days getting under the bonnet. We sit down with you as the MD to understand what you actually want from your numbers, where the business is really at today, and how closely your finance team engages with the decisions you are making. We look at your systems, your reporting, and the gaps between what the finance function produces and what the business needs. Then we map out where AI can make a genuine difference, and where the real opportunities sit. Not a surface level review. A proper, structured look at the reality of your finance function and what a smarter version would look like for your business.

You receive a detailed report that gives you a clear picture of where you stand and a practical roadmap for where to go next. This is a standalone piece of work that adds real value on its own, whether or not you choose to continue working with us. Most clients tell us it is the first time anyone has laid things out this clearly.

From here, the journey is entirely yours to shape. Some businesses bring us in for targeted project work to solve a specific problem. Others want an ongoing partnership where we become a permanent extension of their finance team. There is no set path and no upsell. We work in whatever way makes the most sense for your business.