A Clear Path from Chaos to Control
Working with me follows a structured approach. Not rigid—every business is different—but methodical enough to ensure we make real progress, not just busy work.
Discovery
Understanding where you are
We start with a deep dive into your business. I review your financials, understand your operations, and identify what's working and what isn't. No judgement—just clarity.
Typical timeline: First 2-4 weeks
What you can expect:
- →Clear picture of your current financial position
- →Understanding of operational strengths and gaps
- →Identified quick wins and priority areas
- →Honest assessment of where you stand
Clarity
Making sense of the numbers
With discovery complete, I translate what I've found into actionable insights. You'll understand your true profitability, cash flow dynamics, and the operational levers that matter most.
Typical timeline: Weeks 4-8
What you can expect:
- →Management reporting that makes sense
- →Cash flow forecast you can rely on
- →KPIs that actually drive decisions
- →Clear priorities for the next 90 days
Control
Building systems that work
Now we implement. Better processes, stronger controls, clearer responsibilities. The goal is a business that runs smoothly—with or without you in the room.
Typical timeline: Weeks 8-12
What you can expect:
- →Financial processes that run on time
- →Operational workflows that scale
- →Clear accountability across your team
- →Systems you can trust and build on
Growth
Sustainable forward momentum
With foundations in place, we shift to strategic growth. Regular oversight, ongoing optimisation, and a trusted partner helping you navigate what comes next.
Typical timeline: Ongoing
What you can expect:
- →Strategic financial planning
- →Confident decision-making
- →Sustainable, profitable growth
- →A calmer way of running your business
What Happens When We Start Working Together
Here's what you can realistically expect in the first weeks and months.
First 30 Days
- •Initial discovery call to understand your situation
- •Access to your financial data and systems
- •Deep-dive review of accounts, cash flow, and operations
- •Identification of immediate issues and opportunities
- •First insights report with recommended priorities
- •Clear scope and plan for ongoing engagement
First 90 Days
- •Full financial review and baseline established
- •Management reporting framework in place
- •Cash flow forecasting operational
- •Key operational processes documented and improved
- •Team roles and responsibilities clarified
- •Regular check-in rhythm established
- •Measurable progress against agreed priorities
Flexible Engagement Options
How we work together depends on what you need. Most clients start with one model and adapt as their business evolves.
Retained Monthly
Ongoing strategic partnership with agreed days per month. Best for businesses wanting consistent support and accountability.
Project-Based
Defined scope and timeline for specific objectives. Ideal for operational reviews, system implementations, or preparation for investment.
Advisory
Strategic oversight without hands-on involvement. Regular check-ins and access for questions and guidance when needed.
Getting Started is Simple
Book a consultation call. We'll discuss your business, your challenges, and whether I'm the right fit to help. No commitment, no pressure—just an honest conversation.
Ready to gain clarity and control?
Book a confidential conversation to discuss your business challenges and explore how strategic finance and operations support could help.