Packages & Pricing

🌱 Monthly Retainer Packages

These packages are designed for SMEs who want ongoing clarity, confidence, and strategic financial leadership. Each tier builds on the last, so you can choose the level of support that matches your ambition.

Clarity Package

For business owners who want visibility and understanding of their numbers.
From £450 per month

What’s included:

  • Monthly management accounts review

  • Monthly 45‑minute finance call

  • KPI dashboard (light version)

  • Variance analysis with clear explanations (if applicable)

  • Monthly cashflow snapshot

  • Email support for ad‑hoc questions

  • Quarterly bookkeeping quality review

Perfect for:

Businesses with basic bookkeeping in place who want to understand performance and make better decisions with confidence.

Control Package

For growing SMEs who want proactive planning and commercial insight.
From £850 per month

What’s included:

Everything in Clarity, plus:

  • Rolling 12‑month forecast

  • Monthly cashflow forecasting

  • Budget vs actuals tracking

  • Profitability analysis (products, services, customers)

  • Full KPI dashboard

  • 1 hour monthly finance call

  • Quarterly strategic review

  • Light-touch finance process improvements

Perfect for:

Businesses ready to take control of performance, improve profitability, and plan ahead with confidence.

Strategic Partner Package

For ambitious businesses who want FD‑level insight without the full‑time cost.
From £1,800 per month

What’s included:

Everything in Control, plus:

  • Full FP&A support

  • Scenario modelling (best/worst/expected)

  • Board‑level reporting pack

  • Attendance at leadership meetings

  • Working capital optimisation

  • Pricing strategy support

  • Finance process & controls review

  • Priority access & unlimited email support

Perfect for:

Businesses scaling fast, preparing for investment, or needing a strategic finance partner at the leadership table.

🧩 One‑Off Services

Ideal for businesses who want a specific project completed or a low‑commitment way to get started.

Financial Health Check

£350–£750

A diagnostic review of your financial performance, risks, and opportunities.
Includes a 90‑day action plan with clear next steps.

Annual Budget Build

£600–£3,000

A structured, realistic budget aligned to your goals.
Includes revenue modelling, cost planning, staffing, and profit targets.

Forecast Build (12–18 months)

£750–£1,500

A forward‑looking financial model with scenario planning and sensitivity analysis.
Perfect for planning, growth, or funding conversations.

Cashflow Deep Dive

£450–£900

A detailed review of your cash position, payment terms, and working capital.
Includes a 13‑week cashflow model and practical recommendations.

Pricing Strategy Review

£400–£900

Margin analysis, competitor benchmarking, and a recommended pricing model.
Includes implementation guidance and communication tips.

Finance Process & Controls Review

£500–£1,200

A practical review of your finance processes, bookkeeping quality, and internal controls.
Delivered with a clear roadmap for improvement.

➕ Add‑Ons & Enhancements

  • Additional monthly meeting: £150–£250

  • Board pack creation: £300–£600

  • Custom KPI dashboard build: £300–£900

  • Staff training for non‑finance managers: £250–£500 per session

  • Finance system setup or migration: £500–£2,000

  • Business plan creation: £750–£2,000

💬 Not sure which package is right for you?

Most clients start with a Financial Health Check or the Clarity Package and scale up as their needs grow. I’m always happy to talk through what would bring the most value based on where your business is today.