Let's build your financial future. Together.

Discovery Meeting

We’ll book a virtual discovery meeting where we can talk in more detail about what is and isn’t working for you, what you need help with and how how we can help resolve your issues.

We’ll even highlight some quick wins you can take away and implement immediately.

Regardless of whether you decide to work with us we want you to win.

Questionnaire

Book your free 15-minute telephone consultation, and we’ll send you a few questions to understand you and your business a little better.

This initial call allows us to go over your current situation and explore the things you need. We’ll consider whether we’re a good fit for each other here.

What comes next?

Proposal & Review

We’ll share a proposal document for you to review, clearly setting out how we can help, with a suggested timeline for implementation.

We’ll be on hand to answer any questions before we sign an agreement to work together.

Business planning, finance coaching and cashflow forecasting are available as add ons with any of our packages.

What are people saying about us?

  • “Helen is a top level Financial Director, she has brought a new level of rigour and clarity to our financial tracking and expertly manages the relationship with our parent organisation. She is an incredible mentor able to keep perspective and adopt a pragmatic approach during challenging negotiations, resulting in substantial wins for the agency"

    Director, Health and Auto

  • “I have learnt so much from you about ‘quiet’ leadership, about getting that balance between budgets and what’s right for the team, about negotiating with respect”

    Agency Director, Global Strategic Operations

  • “You showed that finance was not only an instrument for strategic planning and growth, but more importantly a tool that is ultimately here to serve people ...and a company’s culture. Thanks for being such a brilliant coach”

    General Manager