Financial Advisory & Cash Flow Forecasting
Forecasting, cash flow and decisions backed by numbers.
Once your books and financials are reliable, advisory is where they start paying off. We help you read the numbers, forecast what's ahead, and make pricing, hiring and spending decisions with real data behind them.
Built for businesses like yours
- Founders making pricing, hiring or investment decisions without a finance team
- Businesses that need cash flow forecasting or budget vs. actual tracking
- Companies preparing for a raise, loan, or major operational change
Cadence
Monthly advisory call · Rolling 13-week cash flow forecast
Everything covered, nothing left to chance
Cash flow forecasting
Rolling forecasts that show what's coming — so you're never surprised by a cash crunch you could have seen months ahead.
Budgeting & variance analysis
A working budget, reviewed monthly against actuals, with plain-English explanations of what's driving the difference.
Margin & profitability analysis
Gross margin, contribution margin and product or client profitability broken down so pricing decisions are grounded in data.
Monthly advisory call
A recurring session to walk through your numbers, flag risks early, and talk through the decisions on your plate.
Common questions about our approach
Do we need bookkeeping with you to get advisory?
Not necessarily — we can build advisory on top of your existing bookkeeping if the underlying data is reliable. We'll assess this during the discovery call.
Is this the same as hiring a fractional CFO?
It covers much of the same ground — forecasting, margin analysis, decision support — delivered at a cadence that fits a growing business rather than a full CFO engagement.
Can advisory help with a fundraise or loan application?
Yes — clean forecasts and financials are often exactly what lenders and investors ask for first. We can prepare the numbers and help you present them.
Other ways we can help
Bookkeeping
Accurate day-to-day records, reconciled and up to date.
Accounting
Financial statements and compliance you can rely on.
Bookkeeping Clean-Up
Catch-up bookkeeping for books that have fallen behind.
Outsourced Finance Function
A complete finance department for a fixed monthly fee.
Management Accounts
Monthly P&L, balance sheet, cash flow and KPIs, explained.
VAT Returns
MTD-compliant VAT returns filed on time with HMRC.
Payroll
Pay runs, RTI submissions and pension auto-enrolment.
AI & Automation
AI-powered bookkeeping workflows, reviewed by accountants.
Let’s talk about your advisory
Book a discovery call and we’ll put together a clear plan and fixed monthly quote.