
We work with established service business owners turning over £500k–£5m who want to understand their finances, improve their profits, and build a business that runs on clarity — not guesswork.
Your accountant does your year-end, keeps HMRC happy, and sends you a bill. That's compliance. It's necessary — but it's not the same as financial leadership.
We give you monthly visibility, strategic accountability, and a clear picture of every pound in your business. Then we help you do something with it.
See how it works →We work with businesses where there's real margin to find and meaningful decisions to be made with numbers.
Service businesses at this scale have complexity that needs more than a spreadsheet and an annual call.
You've built something real. You're past survival mode. Now you want to make it work better — and understand why it isn't.
Clarity. On the numbers, the profit, the plan. Not more complexity — more signal from the numbers you already have.
Revenue is growing. Everyone's busy. But cash is tight, your drawings are inconsistent, and you couldn't tell someone your net margin without checking. The numbers are there — they're just not talking to you.
New hire, price increase, dropping a service line — you're making calls without the financial data to back them. Sometimes you're right. But you're flying without instruments, and it has a ceiling.
Year-end accounts tell you last year's story. By the time you see them, it's too late to act. You need someone looking at the numbers monthly and telling you what they actually mean for your business.
Four sessions where we find the profit hiding in your business. We go through your costs, pricing, retention, and revenue — and show you exactly what's available to you.
Find my hidden profit →Every client starts with clean books and real-time data. You choose how far you want to take it. Most clients end up on Financial Insight — it's where clarity becomes habit.
AI-powered bookkeeping, real-time data, VAT returns, year-end accounts. The base everything else is built on.
Everything in Control, plus monthly management accounts, visual reporting, KPIs, and cash flow forecasting.
Everything in Insight, plus quarterly strategic planning sessions and ongoing accountability to your goals.
For owners with a defined exit horizon wanting to maximise business value before a sale.
The biggest difference is clarity. We now understand our numbers properly, know what's coming, and make decisions with confidence rather than reacting late.
Very different to previous accountants. They're organised, proactive and bring structure to our finances. We feel in control rather than just compliant.
We always know where we stand and what's coming next. Tax planning is done in advance — no nasty surprises, no rushing at year end.
£1,500 + VAT · Full money-back guarantee.
If we don't find you at least £1,500 in recoverable profit by session two, you get every penny back.