Peace of Mind Packages
Experience the benefit of having your own Pocket FD at your fingertips - providing expert guidance, strategic insight, and hands on support to help you manage your business finances seamlessly.
Scheduled Financial Reviews
Regular check-ins designed to keep you in control of your numbers. Together, we’ll review performance, highlight trends, and help you make informed, confident business decisions.
Cash Flow Forecasting
Plan ahead with clarity. I’ll help you understand your cash position, predict upcoming needs, and build a realistic roadmap that supports steady, sustainable growth.
Tax Efficiency Guidance
Optimise your profits and stay compliant. Get proactive advice on how to make the most of allowances, reliefs, and structures tailored to your business.
On-Hand Support
Your Pocket FD whenever you need advice — no hidden extras, no surprise invoices. Just friendly, expert support to answer questions and solve problems as they arise.
ULTIMATE BUSINESS PARTNER PACKAGE
Experience the benefit of having your own fractional FD — a hands-on finance partner providing full financial oversight, strategic direction, and proactive support to help your business scale with confidence.
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This premium package is designed for businesses ready to take a data-led approach to growth. You’ll receive monthly financial reviews, detailed management accounts, and comprehensive analysis to keep you informed and in control.
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We’ll forecast, analyse, and refine — from cashflow planning and sales targets to tax efficiency and profit optimisation — ensuring every decision is backed by insight.
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Alongside this, you’ll have regular bookkeeping and HMRC compliance, board meeting support, and monthly accountability sessions to keep your business on track and performing at its best.
INVESTMENT FROM £650 PER MONTH
GROWTH NAVIGATOR PACKAGE
Designed for ambitious business owners focused on scaling, the Growth Navigator Package provides the structure, clarity, and insight you need to take your business to the next level. This package combines comprehensive bookkeeping, VAT returns, and payroll management with practical strategy and ongoing support.
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You’ll receive monthly management accounts and sales analysis, cashflow forecasting, and quarterly strategic reviews to help you make informed, data-led decisions. All HMRC compliance work is managed seamlessly, ensuring everything stays efficient and stress-free.
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This package offers a streamlined, strategic approach to finance — giving you the confidence and control to focus on what you do best: growing your business.
INVESTMENT FROM £450 PER MONTH
BUSINESS BRILLIANCE PACKAGE
Sleep easy knowing your finances are in expert hands.
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The Business Brilliance Package gives you the peace of mind that everything is handled — from bookkeeping and VAT returns to year-end accounts and ongoing support. You’ll have the benefit of an in-house FD approach at a fraction of the cost, keeping your finances seamless, compliant, and stress-free.
INVESTMENT
LIMITED COMPANIES FROM £230 PER MONTH
SOLE TRADERS FROM £165 PER MONTH
ESSENTIAL PEACE OF MIND PACKAGE
Enjoy complete peace of mind knowing your core finances are in safe hands.
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The Essentials Package covers the vital compliance and guidance every business needs — including annual submissions, strategic quarterly reviews, and on-hand support throughout the year. It’s the perfect starting point for business owners who want clarity, confidence, and control without the overwhelm.
INVESTMENT
LIMITED COMPANIES FROM £150 PER MONTH
SOLE TRADERS FROM £85 PER MONTH
