Services
Financial management support built for leaders who need clarity.
Choose a service level that matches your current needs, from focused workshops to ongoing advisory support.
Included in every programme
Tailored materials
Templates and workbooks built for your reporting rhythm.
Clear recommendations
Action steps after every session, not just summaries.
Service catalogue
Clear options with transparent pricing.
Finance Foundations Workshop
A half-day session covering cash flow basics, budgeting, and reporting language for leadership teams.
£1,250 per session
Cash Flow Planning Sprint
Two-week support programme to build a rolling 12-week cash plan with checkpoints.
£2,400 per sprint
Budget Ownership Coaching
Six coaching sessions for department leads to build budget accountability and confidence.
£3,150 per programme
Reporting Narrative Design
Story-focused reporting refresh with board-ready summaries and visual cues.
£1,800 per engagement
Ongoing Finance Advisory
Monthly advisory support, decision reviews, and staff check-ins.
£1,450 per month
Service benefits
Why teams rely on our structured approach.
Our services balance strategic guidance with usable tools, giving leaders confidence in their day-to-day financial decisions.
Shared language
Leadership teams learn the same financial terms and expectations.
Risk visibility
Early warning signals keep cash and costs aligned.
Practical follow-through
Every engagement includes actions, owners, and timelines.
Service comparison
Match the right programme to your goals.
Short-term focus
Ideal for teams needing quick alignment or foundational training.
- Workshop delivery
- Templates and follow-up
- One month support
Ongoing support
Best for leaders who want continuous guidance and reporting refinement.
- Monthly advisory sessions
- Reporting updates
- Quarterly strategy reviews
Leadership coaching
Designed for department heads building budget ownership.
- Personal coaching
- Budget accountability tools
- Confidence checkpoints
Process steps
How a typical engagement runs.
Discovery call
We assess your current reporting, pain points, and priorities.
Programme design
We tailor content, scheduling, and team involvement.
Delivery and coaching
Workshops, sessions, and tools are delivered on a steady cadence.
Review and refine
We ensure the approach sticks and adapt as needed.
“Clear steps meant our managers could stay engaged without extra admin.”
Head of operations, Leeds retail group
Service FAQ