CONSULTANCY & SUPPORT

Expert Guidance to Simplify, Streamline & Start Automating - One Call at a Time

If you’re stuck in repetitive month-end tasks or overwhelmed by clunky processes, you're not alone — and you don’t have to figure it out alone either.
With over 25 years of hands-on experience in management accounting, and deep technical skill in Excel-based automation, I help finance professionals get unstuck fast, spot the right opportunities for improvement, and move forward with clarity.

Whether you want validation of your ideas or need practical guidance on how to start automating what matters - this is your shortcut to doing it right.

Who This Is For:

• Management accountants

• Group accountants

• Accountancy practices and PE-backed businesses

• Small business owners and finance professionals managing multiple entities

How It Works:

1. Book your session (1 hour minimum)

2. Fill out a short intake form so I can understand your setup and objectives

3. Jump on a live call (Microsoft Teams) and receive clear, actionable advice

Pricing: £125/hr - One-on-One Consultation

• Minimum booking: 1 hour

• Delivered via Microsoft Teams (recording available upon request)

• On-site support in London available at higher rate (by arrangement)

Why It’s Worth It:

• Save hours (or days) troubleshooting alone

• Clear direction on how to fix or streamline your processes

• Real-world answers, not vague "best practices"

Optional Discovery Call:
For larger or ongoing consultancy needs (5+ hours), you're welcome to book a free 15-minute Discovery Call to ensure we're a good fit.

• This is not a coaching session - it’s just to confirm alignment.

Pre-Qualifying Questions:

1. What’s your main accounting process challenge right now?

2. What systems/tools are you currently using?

3. Are you prepared to invest in paid consultancy if we’re a good fit?

You can still get in touch now to express interest or ask questions - I’ll follow up personally.