Finance coach & fractional CFO to consultancies, agencies & professional services firms
You’re brilliant at what you do but finance isn’t your zone of genius.
That’s where I come in!
I help companies get control, build predictable profit, and create wealth.
Free guides & tools
I’m a passionate advocate for small business.
Most business owners never get the level of financial security and reward they deserve from their business.
Having a fractional CFO and financial coach can BE the difference between years of hard work with not enough to show for it, and building real wealth that gives you security for the rest of your life.
One of my favourite sayings is “you can’t the label from inside the jar”
I bring the external perspective - the one you can’t see from the inside. I bring independent challenge, commercial insight, and my decades of working with small businesses, and running my own for over 25 years.
I’ll help you put the financial foundations in place
When you’ve got the right foundations you:
Know exactly what financial success means to you, and have a plan to get there
Have commercially focussed financial information you can trust and actually understand
Have systems that show you where you're heading, not just where you've been
Have clear revenue visibility - knowing the next few months are in the bag
Have a plan for what you actually want (not what you think you should want)
Have weekly tracking so you can spot problems early and course-correct fast
Can build consistent, predictable profit and cash.
With these foundations, you can build real wealth. You're not just hoping it'll all work out.
There are 3 ways we can work together
One-off consulting & advice
For when you need someone who can see what you can't see and tell you exactly what to do
Setup - I build it, you run it
You need proper financial systems and clarity, but you're ready to run things yourself once they're built properly.
I’ll set it up and train you to take the reins.
Ongoing CFO and financial coach suport
The full transformation. We figure out what you deeply want, build your financial foundations together, and I stay by your side as your CFO, coach and wealth partner as you build your wealth month by month.
One off consulting & advice
For when you need someone who can see what you can't see
Sometimes you don't need a full financial transformation - you just need a sharp commercial brain who can look at your specific situation and tell you exactly what to do about it.
Facing a decision that's keeping you awake. Something broken and you don'know how to fix it?
Maybe you just need someone to tell you if you're thinking about this the right way.
We dive straight into your challenge, I’ll diagnose the real problem and you get clear actionable advice on what to do next.
You get: The confidence to move forward, knowing you've got expert insight behind your next move.
Framework setup; I build it, you run it
For when you want proper systems without ongoing support costs
You know you need proper financial systems but you don't need someone holding your hand forever.
What happens:
We get crystal clear on what you need fixed and what outcomes you want
I’ll set up your financial foundations: systems that work, forecasts you can trust, reports that actually make sense and you can understand
I train you thoroughly on how to use everything - no accountanty jargon, just common sense designed for humans
You take the reins, equipped and confident
This gets you: A framework to run your finances and information you can trust. You'll know where you stand, you'll be able to see months ahead, and have that certainty you've been missing.
Strategy + framework set up + CFO wealth building coaching
Where the magic happens! This is where you build your wealth, one month at a time.
This is the full transformation. Not just fixing the numbers - but changing how you feel about your business and your financial future.
First - we get to the heart of it. What do you actually want? What does financial freedom look like for you? What's enough?
Then - we build your financial foundations; accurate systems, clear forecasts, predictable revenue models, management accounts you can actually understand.
Ongoing support is designed around you and your budget.
Reviewing your numbers monthly, spotting red flags, looking ahead, keeping your business safe. We’ll fix the root cause of your financial stress; sort the profit leaks, build your profit and cash reserves, get predictability into your pipeline and revenue, and make your business financially resilient.
Quarterly strategic planning and accountability making sure you hit your wealth goals
Bringing sharp commercial insights, spotting blind spots, connecting dots, protecting your wealth and future
You get: Month by month wealth building. Control, Clarity. Confidence. And an expert by your side who cares about your future as much as you do.
Why work with me?
I'm a Chartered Management Accountant, experienced CFO, wealth coach, and I’ve been running my own business for over 25 years, working with hundreds of small companies.
I went through a series of financial traumas in my early 20s that set me on this path and I’ve burnt out more than once chasing that scale-and-exit dream.
So I built my own financial freedom a different way - by building a highly profitable business, with consistent revenue, regular investing and paying down my mortgage.
At 52 I was mortgage-free in my dream home, debt free, and financially secure with a year's overheads in the bank.
I know finding the right help can be daunting, especially when it comes to your finances.
Let me make it easy for you.
Book a call with me
We'll talk through what's worrying you and I'll help you see what needs fixing and where to start. Even if we don’t work together you’ll leave with clarity and next steps
After our chat, you'll have:
Clarity on what's actually going on and what's possible
Relief that someone finally gets it
Clear next steps to move forward
No more lying awake wondering if you're doing this right.
Serena
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Serena has a real talent for spotting opportunities and roadblocks you may have overlooked and is brilliant at helping you see what’s right in front of you when you’re too close to the day-to-day.
You leave her meetings feeling clearer and more upbeat, even when things are tough. She doesn’t sugar-coat anything, but her outside perspective cuts through the emotion and puts everything into focus.”
Richard Stinson - MD of Brookstone Creative Ltd
