How we work
No black boxes: every stage has a deadline, an owner and a measurable outcome.
Six stages of work
Each stage has a deadline, an owner and a measurable outcome.
- 1
Diagnostic session
30–60 minutes with the owner: goals, pains, business structure, expected outcome.
- 2
Data collection and cleaning
Exports from accounting, banking and CRM systems normalised into one management structure.
- 3
Financial model
We build P&L, cash flow, balance sheet and unit economics by product, channel and customer.
- 4
Analysis and findings
We find profit leaks, benchmark against the industry and run scenarios.
- 5
90-day plan
A prioritised list of decisions with monetary effect, owners and deadlines.
- 6
Result control
A dashboard, regular plan-vs-actual reviews and course corrections with your team.
What you receive
- Management P&L, cash flow and balance sheet in one file
- Unit economics by product, channel and client segment
- Profit-leak map with the money value of each leak
- 90-day action plan with owners and deadlines
- Live KPI dashboard for the owner
- A recorded session where we defend every conclusion
Data security
Your financial data is the most sensitive asset you have. We treat it that way.
NDA before we start
A non-disclosure agreement is signed before any data is shared.
Encryption and access control
Data is kept in a protected perimeter with role-based, time-limited access.
Anonymisation
Employee and customer personal data is anonymised before analysis.
Deletion after delivery
Working copies are deleted after delivery; you keep the final files.
Start with a free 30-minute diagnostic
We will look at your numbers together and tell you honestly whether you need an audit, a retainer or nothing at all yet.
- No obligations
- NDA on request
- Online, 30 minutes
