Client: Sonia Gill, founder of Heads Up
Industry: leadership development for head teachers
Work provided: review of the finance function, clear financial reporting, systems set-up and ongoing access to the team
The Problem: Gaps in the Financial Picture
Heads Up helps head teachers build outstanding schools through leadership training. Its founder, Sonia Gill, had a working knowledge of the numbers but knew it wasn't enough.
“I had a reasonable understanding of the numbers — but it wasn’t enough. I knew there were gaps, and I didn’t know what I didn’t know.”
Sonia wasn't looking to become a finance expert. She wanted to make better decisions, manage growth with confidence and stop second-guessing the numbers — and she wanted more than a firm that just filed tax returns.
What MBS Did
We started by reviewing the finance function at Heads Up — what was working, what wasn't, and what needed resetting — and then put a clearer structure in place.
Clear, usable reports
We worked with Sonia to create reports that were easy to follow, with the right level of detail for her decisions.
Simpler financial systems
We set up financial systems that fit the way Sonia works, replacing clunky spreadsheets and time-consuming processes.
A responsive team to ask
Instead of searching online for answers to financial questions, Sonia can message the MBS team and get a clear answer — whether it's a quick question or a bigger discussion.
What Changed
Sonia now has a clearer picture of how the business is performing, systems that save her time, and quick access to answers when she needs them.
“I used to feel like I was ‘just about managing’ the finances. Now, I feel completely supported, clear, and in control. MBS has made a massive difference to me and my business.”
— Sonia Gill, founder of Heads Up
See how we approach bookkeeping and outsourced finance and financial reporting.