Financial Direction


The Financial Direction service is our innovative financial insights program designed to provide owners and management teams of start up & growing enterprises with affordable high level financial guidance to help and inspire them to succeed.

The crux of the service involves  pairing you with one of our experienced accountant and business mentors who will work with you via  scheduled monthly or quarterly management meetings / progress checks not only  to help you keep a watchful eye on your financial performance, but also  assist you with decision making from a financial and commercial  perspective.

By making these meetings /progress checks  an integral part of your management routine you will never have to worry about making a business decisions again as we will ensure you will always have up to date financial information and access to expert advice whenever you have a problem.

How It Works 

Essentially, the program is the practical implementation of our Leanbase philosophy which we deliver in two stages - the Set Up Stage and the Management Meetings /Progress Checks.

The Set Up Stage     

As one of the key objectives of the service is  to help you monitor your financial performance, the main set up task is to develop an understanding of  your goals and then create a financial plan/forecast  and a linked set of Key Performance Targets (KPTs) that reflect these goals.

These KPTs are the heart of the system and exist not only to motivate you to succeed but also be used as a yardstick to measure your organisation`s performance.

As such, careful thought will be put into what KPTs to use for your organisation (e.g. cashflow, profitability, productivity, etc) and how they will be monitored.

Management Meetings / Progress Checks

At the end of every month or quarter we meet with you (online and/or over the phone)  for management t/ progress meetings to check your performance against your key performance targets (KPTs) to establish whether you are still in line to meet your goals.

If you are hitting your targets then great. We will help do more of what you are doing and/or increase the target levels.

However, if performance did not go as expected we will be on hand to help you implement improvements and put in place the appropriate support to put you back on track .

The meetings are also a great opportunity to receive advice and guidance on any other finance matters relating to your organisation including matters like:   


 ✓ Taking on workers 

 ✓ Purchasing a major asset

 ✓ Pay, pension and benefits for owners and leaders

✓ Helping management with 

✓ Raising finance

✓ Tax and accounting issues


The good thing about these meetings is that they do not take up much of your valuable time (i.e. only 4 - 8 hours per month or quarter on average ) and clients find it easy to understand and monitor their financial performance using KPTs rather than reading pages of financial reports (although these reports will still be available for detailed analysis purposes).

In summary, the Financial Direction program is like having a de facto  Finance Director  but without the associated high costs of accessing one.

Who is the service aimed at

The Financial Direction program is flexible enough be to adjusted to meet the needs of organisations of all sizes and types. So whether you are self employed massage therapist or a fast growing retailer or church you can benefit from the service.

Prerequisites  for the service

As minimum, you will need some type bookkeeping system in place, preferably cloud based. If you need support with this you can enrol on one of our Bookkeeping and Accounting services which can be optimised for the Financial Direction program.


If you think your organisation could benefit from  our outsourcing solution please complete our online Contact Form and we will get back  to you on the best way to take the process further. Alternatively, ring us on 020 7717 9669 / 07961 109503 or e- mail us at accounts @ xxxxxxxx