How We Work

A clear process from your first question to your next practical step.

You should understand what we are working on, why it matters and what you will receive. Our approach combines financial analysis with a realistic plan for putting decisions into practice.

From your first question to purposeful action.

Understand your goals

We begin with an introductory discussion about your business, your priorities and the challenge you want to address. We explore fit and identify a sensible next step.

Agree the work

We set out the problem to address, the information needed, the deliverables, responsibilities, timing and fees. The proposal gives both sides a clear basis for the engagement.

Review the information

We translate the analysis into an agreed plan, forecast, funding package or learning programme. Priorities are linked to the business’s resources and goals.

Build the plan

We translate the analysis into an agreed plan, forecast, funding package or learning programme. Priorities are linked to the business’s resources and goals.

Support implementation and review

Where included in the engagement, we review progress, discuss obstacles and refine the plan as better information becomes available.

Choose an engagement that fits

A focused diagnostic helps establish the priorities. A defined advisory project addresses a specific challenge. Ongoing support provides regular review and accountability. Masterclasses and workshops develop financial capability. Prosperity Circle is designed for owners seeking facilitated peer discussion and implementation support.

A foundation in finance, business and leadership

FCCA

Fellow of the Association of
Chartered Certified Accountants.

MBA

Master of Business Administration, Oxford Brookes University.

Director and executive education

Accredited Director through the Directors’ Education and Accreditation Program. Completed Harvard Business School Online’s Strategy Execution course.

What we ask of you

Be open about the business’s position, provide accurate information, make time for decisions and take responsibility for agreed actions. Better information and consistent implementation strengthen the value of the work.