Our Services
We combine chartered accounting expertise with modern data tools to help growing UK businesses get better financial insight and control.
Automated Management Reporting
Build Power BI dashboards and automated data pipelines using SQL and Python that connect to your accounting systems, providing real-time insights for directors and finance teams.
- Custom Power BI dashboards tailored to your KPIs
- Automated data pipelines using SQL and Python
- Connections to Xero, Sage, QuickBooks, ERPs
- Scheduled data refreshes and mobile-friendly reports
- Training and documentation for your team
Forecasting & Scenario Modelling
Use data-driven models with Python and machine learning to forecast revenue, cash flow and costs under multiple scenarios, enabling dynamic what-if analysis.
- Revenue forecasting with statistical methods & ML
- Cash flow forecasting with working capital assumptions
- Dynamic what-if scenario analysis
- Sensitivity analysis for key risk factors
- Rolling forecast frameworks
Financial Data Analytics & Visualisation
Clean and structure finance data, build interactive dashboards, perform trend analysis, develop KPIs and implement anomaly detection to highlight performance gaps.
- Data cleansing and structuring
- Interactive dashboards with drill-down capability
- KPI development aligned to business objectives
- Profitability analysis by product, customer or segment
- Automated alerting when metrics breach thresholds
FP&A Advisory & Strategic Planning
Advisory on budgeting, planning and forecasting processes integrated with analytics tools. Implement dashboards, automate variance analysis and build rolling forecasts.
- Annual budgeting process design
- Monthly and quarterly forecasting cycles
- Automated variance analysis frameworks
- Board report design and production support
- FP&A process documentation and best practices
System Implementation & Automation
Implement financial systems like Xero, Sage and ERP connectors, integrate with analytics platforms, and automate reconciliation and reporting workflows.
- Financial system selection and vendor evaluation
- Implementation of Xero, Sage, QuickBooks, ERP connectors
- Automated reconciliation workflows
- API integrations for seamless data movement
- Workflow documentation and training
Process Improvement & Efficiency
Conduct finance process reviews, identify inefficiencies, implement data-driven process redesign and deploy automation (RPA/scripts) to reduce manual hours and errors.
- End-to-end finance process review
- Bottleneck identification and efficiency analysis
- RPA and script automation implementation
- Month-end close optimisation
- Change management support and training
Training & Capability Building
Training programmes and workshops for finance teams in Power BI, Python for finance and SQL, empowering clients to become self-sufficient in data-driven finance.
- Power BI training (beginner to intermediate)
- Python fundamentals for finance professionals
- SQL for data extraction and reporting
- Training tailored to your actual data
- Follow-up support and Q&A sessions
CFO & Finance Director Support
Flexible, part-time finance leadership support for growing businesses. We provide strategic financial guidance, investor reporting and board-level insight without the cost of a full-time hire.
- Part-time CFO and FD advisory services
- Investor and board reporting preparation
- Financial strategy and planning support
- Fundraising and due diligence assistance
- Cash flow management and working capital advice
Let's discuss your needs
Every business is different. Get in touch for a free initial conversation about your challenges and how we can help.
Book a consultation