DONE WITH YOU - AUTOMATION ADVISORY AND BUILD SUPPORT

Expert Guidance to Simplify, Streamline & Start Automating - One Focused 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.

This pathway is suited to finance professionals who are building or refining their own reporting systems and require expert guidance.

  • Management accountants

  • Group accountants

  • Accountancy practices and PE-backed businesses

  • Small business owners and finance professionals managing multiple entities

Support is available in two formats:


Structured Collaboration

(Only possible after Automation Scope Assessment) [click here for details]

Ongoing implementation support following your assessment.


We work through your build in focused stages - refining logic, strengthening structure, troubleshooting issues, and ensuring your automation is robust, scalable, and aligned with your reporting needs.

 

This format is ideal if you want structured progression rather than ad-hoc advice.

General Advisory / Pay-As-You-Go

(No assessment required)

Flexible hourly sessions focused on targeted questions, troubleshooting, and practical problem-solving. (*)

Some questions can be resolved directly during the call.
More complex issues may require additional analysis, testing or model adjustments outside the session.

Any follow-up work is discussed and billed separately at the agreed hourly rate.

(*)Where structural redesign is required, an Automation Scope Assessment may be recommended prior to further implementation [click here for details]

How It Works

  1. Submit a short enquiry form.

    Share your current setup, objectives, and challenges so I can understand your context properly.

  2. Book a free discovery call (30 mins) – a brief conversation to confirm fit and alignment.

    After reviewing your enquiry, I’ll contact you directly to arrange a suitable time for the discovery call.

    The call will be on Microsoft Teams.

  3. You will receive a follow up email with a choice of your next step:

    A) Proceed to an Automation Scope Assessment.

    A structured review of your current setup, automation opportunities, and a clear implementation roadmap.
    From there, you can choose to:

    - Move forward with a full Done-For-You build

    - Continue with structured Done-With-You support

    - Implement independently with clarity

    View Automation Scope Assessment Details

    B) Book further consultancy sessions (via Microsoft Teams) (*) as required.
    A short email outlining the focus of the session is required in advance.

(*) On-site support in London available (by arrangement)

Pricing: £125/hr - One-on-One Advisory Session (payment required in advance to confirm booking).

(Masterclass buyers receive a preferential rate of £100/hour from the date of purchase.)

Clients who have worked through the Purpose Logic automation framework and techniques typically require fewer sessions and progress more efficiently.

Why It’s Worth It:

  • Save hours (or days) of trial and error

  • Get clear, structured direction tailored to your setup

  • Turn complex Excel challenges into solvable steps

Discovery Call Enquiry Form