Performance+ Solutions

An expert finance adviser at your side every month, helping you plan ahead, protect cash and grow, for one fixed monthly fee.

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Starting from£400a monthFor companies with revenue up to £100,000

The Finance Partnership

Built for growing businesses that need expert financial judgement before they need a full-time finance director. Your adviser meets you every month, builds the forecasts and reporting you run the business on, and helps you act on what they show.

Plan ahead, not in hindsightAn annual budget with rolling 12-month and quarterly cash flow forecasts, so you see shortfalls weeks before they land.
Decide with confidenceScenario planning, a financial model and investment appraisals show whether a hire, lease or project will pay back.
More cash, better marginsWorking capital, credit control, pricing and costs reviewed to release cash and protect your margins.

How it works

Health check
We review your numbers, systems and processes to set a clear baseline.
Plan
Together we agree the budget, the forecasts and the measures that matter.
Every month
We meet to review performance, cash and the decisions ahead.
Every quarter
A deeper review against the plan, with the forecast brought up to date.

What the partnership covers

Planning and forecasting
Plan ahead, not in hindsight.
- Annual budget: Built with you, and owned by you.
- Rolling 12-month forecast: Your year ahead, updated as it unfolds.
- Cash flow forecast: Shortfalls seen weeks before they land.
- Integrated financial model: Profit, balance sheet and cash in one view.
- Scenario planning: Best case, worst case and a plan for each.
- Board-ready reporting: Clear, concise packs with variances explained.
Cash and profit
More cash, stronger margins.
- Working capital review: Cash released from customer balances and stock.
- Credit control strategy: Terms and processes that get you paid on time.
- Pricing and margin analysis: Prices set with confidence, and margins protected.
- Product and customer profitability: What, and who, really makes you money.
- Investment appraisal: Whether a hire, lease or project will pay back.
- Cost reduction review: Leaner overheads, without slowing growth.
Review, refine and grow
Quarterly reviews and a plan for the year ahead.
- Quarterly performance review: Budget against actual, the variances explained and actions agreed.
- KPI framework: The few measures that drive your business.
- Business health check: An honest baseline of where you stand.
- Annual growth planning session: Your next twelve months, mapped out.
Adapt as you grow
A plan that changes as your business does.
- Forecasts kept up to date: Updated as your business changes.
- Plan revised with you: New goals, hires or markets built into the plan.
- Finance process review: Tighter processes and fewer surprises.