I’m a fractional CFO to some of the smartest and fastest growing award-winning SME marketing agencies in the UK.

I’m a straight talker, cutting through accounting jargon, bold and experienced enough to challenge you and hold you to account.

My work is all about helping business owners get what they want from their business, building strength and resilience in as standard, and making sure every part of their business is performing at its peak.

I’ve got a passion for B Corp and triple bottom line reporting, making sure that people and planet get just as much focus as profit.

I love working with agencies and since 2000 I’ve worked with some amazing ones. I’ve developed a passion and specialism for working with agencies and all their very particular issues

How it Works

I have a process. One I’ve been honing for many years to keep my clients safe and their businesses on track, leaving nothing to chance:

Financial Health Check

We start with our signature 130-point financial health check which reports on your financial strategy, accounting data, systems processes and controls, financial skills, financial information and reporting, business protection, and of course your financial strength.

Training, financial controls & systems

Accurate and reconciled book keeping, with robust financial processes and controls sits at the heart of great management information and strong financial performance, so backed up by my Finance Director team of coaches and trainers, together we’ll create your bespoke training and implementation plan, fixing anything we find in the health check, focussing on your priorities and goals.

We’ll work with your accountant, book keeper or finance team to quickly put in place what’s needed to start building financial strength and value.

A clear financial strategy

We have to know exactly where we’re headed, so we’ll make sure you’ve got a clear vision for your business with a solid financial strategy to get there.

Putting the right tools and reporting in place

Having the right information at your fingertips is critical to financial control and success, so we’ll set up your automated cloud management reporting system, create your weekly flash report, build your business dashboard with just the right monthly and quarterly KPI metrics, put the right level of cash flow forecasting in place, a risk register to manage business threats, capacity planning for your billable team, and project & client profitability reporting.

And the routine reporting of the things that create and drive the value of your business – always having one eye on the exit strategy.

The ongoing retainer

Once we’ve nailed the building blocks and routine reporting we get into the regular routine which includes the review and sign-off of your management accounts and balance sheet, analysis and interpretation of the key issues presented at the monthly board meeting, regular reforecasting of the financial plan during the year to keep the profit forecast live, maintaining the risk register, supporting all strategic planning, including annual budgets and 3 year strategy, support and training to your finance team

And of course being there to challenge – being a sounding board and coach with commercial and strategic input to decision making; holding you accountable for what you want to achieve.

This is typically between 1 and 2 days a month.

Who I work with

It’s important to me to love what I do and have time and headspace to dedicate to my clients, so I only work with a few clients at a time.

And I only work with people and businesses that I feel a connection with, and who are committed to the greater good – for people, planet and profit.

If you’re just in it for the money then I’m not for you!

Typically my clients will have a team of 15 – 60 people and turnover of £1.5m to £6m

Hear from some of our clients