Our Services

We offer a range of services designed to build financial competence and establish clear management procedures across your organisation. Each engagement is tailored to your specific needs and context.

Budget planning workshop materials and training documents

Budget Planning Workshop

A comprehensive two-day workshop covering budget creation, variance analysis, and forecasting techniques. Participants leave with practical tools they can apply immediately to their planning responsibilities.

£1,495 per participant
Procedure documentation and workflow charts

Procedure Documentation

We audit your existing financial workflows and create clear, actionable procedure manuals that standardise operations across departments. Includes stakeholder interviews and validation sessions.

£3,750 per project
Executive coaching session in progress

Executive Financial Coaching

One-to-one sessions with senior leaders to strengthen financial decision-making skills. We focus on strategic planning, risk assessment, and communicating financial concepts to boards and stakeholders.

£425 per session
Team financial literacy training session

Team Financial Literacy Programme

A half-day programme designed for non-finance staff who need to understand budgets, costs, and financial reports relevant to their roles. Available for groups of up to 20 participants.

£2,850 per session
Process improvement consultation meeting

Process Improvement Consultation

An in-depth review of your financial management processes with recommendations for improvement. We identify bottlenecks, redundancies, and opportunities to streamline approval workflows.

£4,200 fixed fee
Ongoing advisory support meeting

Ongoing Advisory Retainer

Continuous access to our consultants for advice on financial procedures, training reinforcement, and process questions. Includes monthly check-in calls and priority response times.

£1,175 per month

How We Work

Every engagement begins with a discovery conversation. We take time to understand your organisation's current state, challenges, and objectives before recommending a path forward.

Our deliverables are practical and designed for immediate use. Whether it is a procedure manual, training materials, or coaching outcomes, you will walk away with tangible assets your teams can apply.

Tailored to your organisation
Practical, ready-to-use outputs
Follow-up support included
Team collaboration during service delivery

Ready to Get Started?

Contact us to discuss which services would be most beneficial for your organisation.

Request a Consultation