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Financial management services designed for Birmingham businesses.
Each service is built to strengthen the foundations of cash flow, reporting, and decision-making. We can combine them into a custom programme or start with a single focus area.
Core services
Financial Foundations Audit
We review your current reporting, budgeting habits, and cash tracking to identify quick wins and risks.
£450Cash Flow Mapping
A 90-day cash map with planned inflows and outflows, including seasonal adjustments for Birmingham trading cycles.
£620Budget Coaching Sprint
Two collaborative sessions to build a realistic budget and align it with team priorities.
£380Owner Reporting Pack
Monthly reports that summarise performance, upcoming commitments, and focus areas for leadership.
£520Annual Planning Retreat
A half-day facilitated session to align cash planning with growth goals and staffing needs.
£1,250Benefits of working with us
Our engagements are built around real-world decision-making. You receive tools that are simple enough to use every week and detailed enough to support strategic planning.
Clear priorities
We help you sort what matters now from what can wait, reducing overwhelm.
Faster leadership decisions
Reports and dashboards are tailored for quick, confident approvals.
Better cash habits
Simple routines make cash flow review a regular habit instead of a surprise task.
Service comparison
Best for new teams who need quick clarity on cash and monthly reporting. Includes a foundations audit and a short action plan.
For teams hiring or expanding. Adds cash flow mapping and a budgeting sprint to the starter package.
Comprehensive support for leadership teams that want ongoing reporting tools and an annual planning retreat.
Our process
We follow a structured process to keep every engagement focused and transparent.
Collect data sources, review existing reports, and confirm decision priorities.
Co-create budgets, cash maps, and reporting tools with your team.
We deliver templates and a schedule for future check-ins.
We provide a follow-up call to ensure tools are working as expected.
Service FAQs
Yes. Many clients start with a single service and build a broader programme later.
We offer adjusted pricing for community organisations and will confirm eligibility during the initial conversation.
Most engagements run for four to six weeks, depending on the scope and availability of data.
Let us match the right service
Share your goals and we will recommend the most helpful starting point.