Foundations
Set up right, or tidied up and kept that way.
- Bookkeeping and ledger structure
- Tracking and processes across teams
- Statutory filings and compliance
- Payroll through a trusted partner
Services
What we dotogether.
An ongoing climb, from foundations to KPIs, and strategic projects whenever the big calls come. All of it delivered as part of your team.
Route3,200 m
The Summit System · the ongoing climb
Build the base. Then keep climbing.
We start with a Basecamp session to agree where you are and where you're heading. Then we pick you up at the right level and work through it with you, month after month.
Reporting
A monthly rhythm of numbers you trust.
- Management accounts
- Reconciliations
- Monthly pack and call
Planning
The route, built on real data.
- Annual budget
- Rolling forecasts and cash
- Quarterly board pack
Performance
Everyone pulling in the same direction.
- KPIs tied to your goals
- Targets and incentives
- Progress dashboards
Strategic projects · as and when you need them
For the big calls along the way.
Separate from the monthly climb, and available to clients and non-clients alike. Scoped and priced up front.
Business cases and decisions
Should we open the new site, launch the product, hire the team? Models and scenarios you can test live, with a clear recommendation.
Transformation
Redesigning how finance and operations run as you scale: systems, processes, structure and reporting.
Valuation
A clear, well-reasoned view of what the business is worth, for planning, investment or a sale.
Fundraising readiness
Investor-ready models, data rooms and support through due diligence.
Market entry and commercial structuring
Entering new markets, pricing, partnerships and deal structures, drawing on experience in regulated markets.
Fractional CFO
Senior finance leadership for a set number of days, at board level, without a full-time hire.
How we work together
A steady rhythm, and no surprises.
We sell outcomes, not hours. Every month you get three touch points with our team, and you always know who owns what.
Every month
The numbers, checked
Your data processed and reviewed by our team, ready for the pack.
Every month
The front page
A senior view of what moved, what it means and what to watch.
Every month
The conversation
A call to talk it through and agree next steps. Quarterly, a board-level review.
Questions founders ask
Good to know.
Are you accountants?
We're Chartered Accountants, and we look after the accounting foundations. But our focus is commercial: using clear numbers to help you plan, decide and grow.
Do you replace our finance team?
No. We work as an extension of your team. For some businesses we are the finance function; for others we sit alongside the people you already have.
How do you charge?
For outcomes, not hours. The ongoing climb is a monthly fee based on where you are and what you need. Strategic projects are scoped and priced up front. Every climb starts with a Basecamp session.
Which systems do you work with?
Whatever you already use, including Xero, QuickBooks and Sage. We bring the reporting and planning layer on top.
Who do you work with?
Founder-led businesses from early startup to scale-up and established SMEs, typically from around £1m to £15m revenue. We often work in hospitality, travel and tourism, leisure and sport, creative agencies and property, but the climb matters more than the sector.
How do you use AI?
To move faster: preparing data, drafting commentary and building packs. Figures are calculated from your data by fixed, checked logic, and a named person on our team signs off everything you receive.
Start the climb
Where is your business heading next?
Tell us where you are and where you want to get to. We'll come back within one working day with how we'd climb it together.