Build Financial Clarity Over Time
Most businesses struggle with budget planning because they're stuck looking at spreadsheets that tell them what happened last month. Our programme helps you see three to five years ahead—and actually understand what those numbers mean for daily decisions.
Start the ConversationHow We Got Here
Started with one simple frustration: watching capable business owners make decisions based on guesswork rather than financial foresight. That was late 2018. Fast forward to today, and we've helped reshape how hundreds of UK companies approach their financial planning.
The Beginning
Launched with a radical idea—what if businesses could see their financial future as clearly as their past? Started with five clients who were willing to try something different from traditional accounting services.
Teaching Moment
Realized that tools alone weren't enough. Companies needed to understand the thinking behind multi-year planning. Built our first structured learning programme based on real client challenges we'd solved.
Expanding Reach
Opened our Manchester location. What started as a small operation in Salford now works with businesses across the North West, from family-run manufacturers to growing tech startups.
Looking Forward
Currently developing programmes for businesses preparing for expansion. Next cohort starts September 2025—focusing on companies planning significant growth between now and 2027.
People Who Actually Do This Work
Not consultants who parachute in with theories. These are folks who build budgets, sit in strategy meetings, and answer panicked calls when forecasts don't match reality.
Henrik Vestergaard
Lead Planning AdvisorSpent twelve years in manufacturing finance before joining us. Specializes in helping production companies forecast material costs and capacity needs three years out.
Siobhan Kerrigan
Growth Finance SpecialistWorked with thirty-plus scale-ups through funding rounds. Knows exactly what investors want to see in a five-year budget model—and how to build one that's actually useful after the deal closes.
Dimitris Konstantinou
Programme CoordinatorDesigns our learning sessions based on real questions clients ask. Former secondary school maths teacher—turns out explaining compound growth to teenagers prepares you well for working with business owners.
Callum Fitzroy
Systems Integration LeadMakes sure your existing accounting software talks nicely with long-term planning tools. Previously built financial systems for a retail chain—understands both the technical side and business reality.
What Actually Changes
The real shift isn't about having prettier charts. It's about making hiring decisions in April based on revenue you expect in November. Or knowing in January which equipment purchases make sense for 2027.
We worked with a Stockport engineering firm last year—they'd been putting off a facility upgrade because the upfront cost scared them. Built a three-year model that showed how the increased capacity would pay back within eighteen months. They moved forward with confidence rather than anxiety.
That's the difference. Not perfect predictions—those don't exist. But informed decisions based on realistic scenarios and proper financial visibility.
Read Client Experiences