FOUNDATION
A strong financial base is essential for understanding
your business and enabling confident decision making.
We ensure your financial data is accurate,
up to date, and structured properly
so you’re working from numbers you can trust.

This level creates the financial clarity
everything else depends on.
Without it, insight and strategy simply aren’t possible.

What’s included:
Cloud Bookkeeping
Bank Reconciliation
Sales & Purchase Ledgers
Quarterly VAT Returns
Year-end Pack for your accountant

Outcome:
Reliable financial data that supports confident,
informed decision-making.

GROWTH
Turn clarity into control.

Once your foundation is in place, the next step is
understanding what your numbers are telling you
and how to use them.

At Growth level, we help you move beyond compliance
and start actively using your financial data.
You’ll gain visibility over performance, cashflow,
and trends, giving you the confidence to make decisions
based on facts, not guesswork.

We work alongside you (and your wider team where relevant),
providing insight and context so you always know where your
business stands and what to focus on next.

What’s included:
Monthly management reports
with clear narrative and insight to support understanding
Cashflow tracking
Quarterly Performance Review

Outcome:
Greater control, clearer direction, and confidence in day-to-day
and short-term decisions.

SCALE
Use your numbers to drive growth.

With clarity and control established,
Scale is about using your financial data
strategically to drive profit and sustainable growth.

We help you look forward, plan, forecast,
and stress-test decisions so you can grow with confidence.
This level is about proactive financial leadership,
not just reporting on the past.

You’ll gain deeper insight into performance,
tighter cashflow control, and ongoing strategic support
to help you make decisions that move the business forward.

What’s included:
Everything in Growth, plus
12-month rolling Cashflow Forecasting
Budget vs Actuals
KPI Reporting
Monthly Performance Meeting
Financial Dashboard
Business Advisory Support and Scenario Planning

Outcome:
Data-led decisions, strategic confidence, and a clear financial path for growth.