Services

Finance foundation services built for Edinburgh teams.

Each engagement is shaped around your internal cadence, industry realities, and leadership priorities. Pricing reflects typical project sizes and can be tailored after an initial review.

How engagements start

We begin with a focused diagnostic session and a short review of existing financial routines before recommending the right mix of services.

Arrange a discovery call
Core services

Practical guidance with transparent pricing.

Budget foundation sprint

Three-week programme to rebuild your annual budget and define realistic monthly checkpoints.

£3,400

Cash flow rhythm mapping

Analysis of inflows and outflows with scenario planning to stabilise short-term decisions.

£2,800

Leadership reporting pack

Design of a reporting pack that balances clarity, depth, and actionable signals.

£2,200

Finance literacy workshops

Interactive sessions that help teams interpret numbers and ask better questions.

£1,450

Scenario planning lab

Facilitated planning for two to three realistic scenarios, including response playbooks.

£1,950

Embedded advisory retainer

Monthly support for leadership teams needing ongoing guidance and review.

£1,200 / month
Service benefits

What changes once the foundation is in place.

Sharper decisions Less budget drift Confident cash visibility Aligned leadership
“The finance foundation sprint gave our leadership team a shared rhythm in just a few weeks.”
Service comparison

Choosing the right support level.

Short-term projects

Ideal for immediate needs such as budget rebuilds, cash flow mapping, or reporting upgrades.

Leadership workshops

Best for teams who need shared language and confidence in interpreting financial data.

Ongoing advisory

Monthly support that keeps the finance rhythm stable during growth or change.

Process steps

What to expect when you start.

Initial review

We review your current reporting, budgets, and leadership priorities in a focused session.

Foundation plan

We define the service mix and agree on outcomes, timelines, and key decision points.

Implementation support

We guide your team through the first cycles and ensure routines are consistent.

Stability review

We measure the new rhythm and confirm your team can maintain it independently.

Service FAQ

Answers to common service questions.

Yes. We complement existing accounting support by focusing on leadership routines and operational clarity.

Absolutely. We tailor reporting packs to grant requirements and mission-driven objectives.

Yes, we provide on-site sessions across Edinburgh and hybrid delivery when needed.