01 / UNDERSTAND
Start with your goals.
We discuss what you want from the business, what is working and what is getting in the way. We agree whether a focused review or ongoing support is the right starting point.
How it works
Understand the business.
Focus the effort. Make progress.
A practical relationship built around what success means to you, with clear priorities and a level of involvement that suits your business.
02 / PRIORITISE
Agree what matters most.
We connect financial information with customers, people and processes, then turn the findings into a manageable set of priorities, actions and useful measures.
03 / DELIVER
Turn decisions into action.
You and your team put the plan into practice, with my level of involvement agreed in advance. We review progress, tackle obstacles and adapt as the business changes.
Three connected areas
Look beyond the headline numbers.
A profitability problem may begin in pricing, purchasing, sales or delivery. Understanding the whole business helps us choose the right action.
Business proposition
Customers, customer needs, products, services, pricing and your route to market.
Operations
People, processes, systems, responsibilities, controls and how work gets delivered.
Finance & performance
Profitability, cash flow, working capital, management information and the measures that drive decisions.
Before we begin
Clear expectations on both sides.
- An agreed scope, time commitment and fee.
- Clarity on the information and access needed.
- Named responsibilities and a practical review rhythm.
- Priorities linked to your goals and useful performance measures.
Common questions
A few useful answers.
Will you work with my existing accountant?
Yes. I work alongside your accountant and finance team, bringing management insight, commercial challenge and leadership that complement their responsibilities.
Do I need a Business Performance Review first?
Not always. It is useful when priorities are unclear. If you already know what you need, we can scope support directly.
Can you help implement the improvements?
Yes. Fractional FD support can include agreed implementation work with you and your management team. Monthly Owner Advisory focuses on review, challenge and accountability.
Is support face-to-face or remote?
Both can form part of the engagement. I’m based near Milton Keynes and agree the right mix of time in your business and remote support.
How much time will you spend with us?
That depends on the scope. Support can range from a monthly meeting to regular days within the business, with the commitment and fee agreed beforehand.
Start with a conversation
What would you like your business to do better?
Tell me what you want to achieve and what is getting in the way. We’ll explore whether I’m the right person to help.
Arrange an introductory call
Tell me a little about your business and what you would like help with. I’ll get back to you to arrange a conversation.
Arrange a callBased near Milton Keynes · Face-to-face and remote support