Our Packages

MTD support with ongoing financial visibility

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Designed for self-employed businesses that want more than basic compliance. We help you stay organised, understand your numbers, and gain clearer visibility over cash flow, tax, and profitability throughout the year.

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Includes:

• MTD setup and quarterly submissions

• Cloud accounting software support

• Monthly finance snapshot

• Tax estimate tracking

• Cash flow visibility

• Ongoing email support

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Ideal for:
Sole traders, consultants, freelancers, and service-based businesses that want financial clarity without managing everything themselves.

Ongoing financial support for growing owner-led businesses

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A proactive finance partnership for businesses that have outgrown basic bookkeeping and want regular financial insight, accountability, and decision support without hiring in-house.

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Includes everything in Finance Foundations, plus:

• Monthly finance review meetings

• Cash flow forecasting

• Profit and spending analysis

• KPI dashboard reporting

• Budget and pricing support

• Priority support and guidance

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Ideal for:
Growing businesses generating consistent revenue that need a trusted finance partner to support smarter business decisions.

Strategic finance support for scaling businesses

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For ambitious business owners who need senior-level financial insight to support growth, improve profitability, and plan confidently for the future — without the cost of a full-time finance lead.

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Includes everything in Business Finance Partner, plus:

• Quarterly strategy and planning sessions

• Forecasting and scenario modelling

• Hiring and expansion analysis

• Profit improvement planning

• KPI and performance tracking

• Strategic decision support

• Direct access for ongoing finance guidance

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Ideal for:
Established owner-led businesses preparing to scale, expand operations, improve profitability, or strengthen financial control.