Consultations

Consultations for SME finance

Practical advisory work covering budgeting, cash-flow planning, and financial controls for owner-managed firms.

Consultations for SME finance

Each consultation is delivered by an adviser who sits with your management numbers, not a generic checklist. Choose the engagement that matches the pressure you feel most: visibility of cash, an annual budget the team can own, or controls that stop surprises.

Annual budgeting framework

Workshop series · 2–4 weeks

Annual budgeting framework

Build a budget the management team can follow month by month, with clear owners for revenue targets and cost lines.

From £1,400

Cash-flow planning for trading weeks ahead

Advisory engagement · 3–5 weeks typical

Cash-flow planning for trading weeks ahead

A structured engagement that builds a rolling view of receipts, payments, and decision points so directors can act before liquidity tightens.

From £1,850

Financial controls review

Assessment · 10–15 working days

Financial controls review

A practical review of how money is authorised, recorded, and checked — focused on gaps that create avoidable risk in growing SMEs.

From £1,200