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SERVICES

Find the right financial support for you

There are three distinct ways to work with me, each designed for a different type of support.

You may need strategic financial expertise for your business. You may want to develop your own financial knowledge. Or your purpose-led organisation may need specialist support that reflects its particular responsibilities.

Choose the option that best describes what you need.

If you’re still unsure, get in touch and we’ll identify the most appropriate next step together.

 

TOBASS 

Strategic finance support for limited companies

Your business is established or growing, but you need a clearer view of its financial performance and future.

You may be concerned about cash flow, profitability, pricing or what the business can safely afford. Perhaps you need better management information or experienced financial input before making an important decision.

TOBASS helps you understand what is happening behind the numbers, improve performance and plan confidently for the future.

TOBASS may be right for you if:

  • You run a limited company.

  • You need strategic rather than educational support.

  • You want better financial reporting and forward planning.

  • You need help with cash flow, profitability or growth decisions.

  • You would benefit from ongoing or fractional Finance Director support.

Explore TOBASS
 

Nailing the Finances 

Friendly, jargon-free financial education

You want to improve your own financial knowledge and understand the terminology, reports and responsibilities you encounter.

You don’t need someone to take over the finances. You want finance explained clearly so you can ask better questions, participate in financial conversations and feel more confident using the information available to you.

Nailing the Finances provides practical learning through courses, workshops and resources.

Nailing the Finances may be right for you if:

  • You want to develop your own financial knowledge.

  • You find financial terminology confusing.

  • You want to understand reports rather than simply receive them.

  • You prefer friendly, practical and jargon-free learning.

  • You’re looking for courses, workshops or resources.

Explore Nailing the Finances
 

TRIFINA

Specialist financial support for purpose-led organisations

Your CIC, charity or social enterprise needs financial support that understands grants, restricted funds, governance and the responsibilities involved in managing resources for a social purpose.

You may need stronger reporting, more reliable forecasts, support with funded projects or a clearer view of your organisation’s financial sustainability.

TRIFINA helps purpose-led organisations strengthen their finances, meet their responsibilities and plan confidently for the future.

TRIFINA may be right for you if:

  • You lead or govern a CIC, charity or social enterprise.

  • Your organisation manages grants or restricted funds.

  • You need clearer reporting for directors, trustees or funders.

  • You want to strengthen financial controls and governance.

  • Your organisation needs specialist project or ongoing financial support.

Explore TRIFINA

Still not sure?

You don’t need to work out exactly what support you need before contacting me.

Tell me a little about your business or organisation, what you’re finding difficult and what you would like to achieve. I’ll help you identify the most appropriate service and next step.

 

Help me choose