Which service is right for you?

Answer 5 quick questions to find the right level of finance support for your business.

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Question 1 of 5

How would you describe your company right now?

Pre-revenue or in our first year of trading We have revenue and a growing team We are an established startup or scaleup, or we have raised investment

Question 2 of 5

What is your biggest finance challenge right now?

Getting bookkeeping, payroll, VAT and compliance sorted Getting better visibility, reporting and financial controls Strategic finance support – forecasting, board reporting and investor readiness

Question 3 of 5

How many people work in your business?

1 to 10 11 to 50 More than 50

Question 4 of 5

How would you describe your current financial reporting?

We do not have regular management accounts yet We have basic reports but want better insight and KPIs We need board packs, investor updates and detailed financial models

Question 5 of 5

Are you raising or planning to raise investment?

No plans to raise at the moment Possibly in the next couple of years Yes – we are actively raising or planning to raise soon

Answer at least 3 questions above to see your recommendation.

Early stage

Finance Foundations

What is included

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Early stage

Finance Foundations

Bookkeeping, payroll, management accounts and compliance.

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Growing teams

Finance Operations

Better reporting, controls, cash flow visibility and finance systems.

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Scaleups

Fractional CFO

Forecasting, board reporting, investor readiness and strategic advice.

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This quiz gives a general recommendation based on your answers. If you are not sure, book a free intro call and we will help you work out the right level of support for your stage.