AI Finance Partners

Where Are You At

A strategic review of your business, led by finance

Stop running a growing business on numbers you cannot see. In a matter of days, get an honest, expert picture of exactly where your business stands, and a clear plan for where it goes next. This is the moment things start to change.

Most owners get a year end about something that happened five months ago, then make this year's decisions on gut feel. You deserve better than that. Where Are You At is a short, finance led review of your whole business. We come in through the numbers, get your financial footings right, show you precisely where you stand, and hand you a roadmap to where you actually want to go. Even a one off review that simply makes you think differently is a win. More often, it is the day the fog lifts.

Does any of this sound familiar?

The management accounts, if they come at all, land weeks after the month has already gone.
You make big decisions on instinct, because the numbers are never ready when you need them.
Your whole finance function rests on one person, and you would be badly exposed if they left.
You are busy, even growing, but you are not certain the profit and the cash are really there.
You are hearing a lot of hype about AI, and being told to be more data driven, but you have not cut through the noise or worked out where it actually helps you.

If any of that lands, you are not behind, and it is not a failing. It is a planning gap, and closing it is exactly what we do. Most owners have simply never had finance work for them the way it works inside a large company. We bring that standard to you.

What you will find out

Whether your numbers are solid, trustworthy, and land in time to be useful.
How far your decisions are backed by real data, rather than gut feel.
How resilient you are: your cash, your controls, and what rests on one person.
Whether your finance function helps the business run, or only records the past.
Where the right tools, used well and safely, could take the routine off your team and free them to think more and add real value.
Where you want to take the business, and the honest gap from here.

We look through six lenses at once

Financial footings

Are the numbers solid, trustworthy and timely. Can the business stand on them and build.

Data and decisions

How data driven are your decisions, and what do you really have in front of you when you decide.

Resilience

Cash, lock up, key person risk and controls. Can the business take a knock and keep going.

Finance and operations

Does finance help the business run better, or only record what already happened.

Systems and tools

Where the right tools, used well and safely, lift the routine off your team and free them to think and add more value.

Direction and goals

Where you want to take the business, and the honest size of the gap from here.

Where your finance function sits today

ManualOn feel
RecordingBooks kept
ReportingYou can see
InsightLooking ahead
StrategicThe engine

Most small businesses sit at stage one or two and have never been shown it clearly. Seeing the curve, and your place on it, is part of the value. Knowing the next stage up is the start of the plan.

How it works

1
A conversation

A short, honest interview about where you are now and where you want to go.

2
We build the picture

We look at your numbers, systems, reporting and team, and score where you stand.

3
We fix a few things

Practical improvements made while we are there, so you feel the value straight away.

4
Your roadmap

A clear plan to where you want to be, with the first moves marked and sequenced.

All under a mutual NDA, with read only sight of your numbers. No disruption, and no obligation to do anything further.

What you walk away with, and why us

The review. A clear, written picture of where your business stands across every lens, your place on the curve, the things we improved on the spot, and a roadmap to where you want to go. Something you can act on the next morning, with us or on your own.

Why us. Andrew came to finance through the operation. He built the business partnering inside BT and Openreach, a FTSE 100 group, then ran finance inside a professional firm. That is corporate grade partnering, brought down to earth for small business.

Our promise. We will never hand back something that only tells you what you already know. There is always more, even if it is a handful of ratios and one question that changes how you see the year. That is the difference between recording your numbers and making them work for you.
Who it is for. Owner managed businesses, roughly £0.5m to £10m turnover, in any sector, that want to grow, adapt or change. If your business has grown faster than your finance function, or you know it needs to move and you want the numbers behind you, this is built for you. We are market agnostic and proudly pro small business.

Stop steering by the rear view mirror

In a few days you could know exactly where your business stands, and exactly where it is going. That clarity is where everything else begins.

Book a conversation

A short, no pressure chat about where you are at.