Monthly financial clarity for business owners in Cornwall and Devon
Beyond the Numbers
Beyond the Numbers
Financial clarity
Cornwall coastline

Your numbers should help you sleep at night.

We help business owners understand what is really happening in their business each month. Clear reporting, calm conversations, and practical insight that supports better decisions. We work alongside your accountant, not instead of them.

Clear monthly insight
Plain English conversations
Built to work with your accountant
Accountant by training
Management accounting focus
10 years experience
Industry and the NHS
Decision support
Costs, cash, growth
Local and remote
Cornwall and Devon

Clarity, not complexity

Most businesses already have bookkeeping and an accountant. What they often lack is clarity between year end conversations. That is where we help.

Monthly reporting pack

A clear snapshot of profit, cash, trends, and what matters right now.

Cashflow insight

Simple views of what is coming so decisions feel calmer and more deliberate.

Forecasting and planning

Support for hiring, pricing, and investment with clear scenarios.

Works with your accountant

We use the information you already have and turn it into insight and action.

Compliance matters. If you already have an accountant handling that side, perfect. If you do not, we can still help you get clarity and guide you toward the right setup for compliance when you need it.

Cornwall landscape

Built for owners who want clarity

We are accountants, but our focus is not on ticking boxes. Our background is in management accounting, the part of finance that helps leaders make better decisions. For over ten years across industry and the NHS, we have supported real world choices around cost control, staffing, investment, and risk.

The same thinking that supports large organisations can be scaled down for growing businesses. Calm insight. Clear priorities. Fewer surprises.

  • Designed for owners, not finance teams
  • Simple monthly rhythm
  • Remote or local support
  • Proudly based in Cornwall and Devon

How it works

Most business owners already have an accountant. What they usually do not have is someone helping them understand their numbers while decisions are being made. That is the gap we fill.

Why this exists

I am an accountant by training, with over ten years of experience working as a management accountant across industry and the NHS. My career has focused on helping leaders make better decisions using financial information.

Compliance is essential, but my real interest has always been in making the numbers talk so decisions feel informed rather than reactive.

How this complements your accountant

Accountants keep businesses compliant and accurate. Their focus is naturally on rules, deadlines, and year end outcomes.

Our role is different. We take the information that already exists and help you understand what it means for your next decision, not last year’s.

What you actually get

Each month you receive a clear, concise view of profit, cash, and what has changed. We then talk it through together and focus on what matters most right now.

This is the same approach used in large organisations, scaled down for growing businesses.

What this often leads to

Over time, these conversations tend to uncover small but meaningful improvements. Reducing costs that no longer add value. Focusing energy on the revenue streams that actually perform. Improving cash timing rather than chasing growth for its own sake.

We often help owners make calmer decisions about pricing, staffing, and investment by showing the financial impact before action is taken.

The result is usually fewer surprises, better focus, and a stronger sense of control.

Step one

A short clarity call to understand your business, your numbers, and the decisions you are facing.

Step two

We review your existing reports or bookkeeping output and shape them into a clear monthly view.

Step three

Each month you get clarity, context, and a calm conversation that helps you decide what to do next.

This service works best alongside an existing accountant or bookkeeper handling compliance. If you do not yet have that support, we can still help you get clarity and guide you toward the right setup.

Simple monthly pricing

Clear plans. Cancel anytime.

Snapshot

Monthly overview for peace of mind.

  • Monthly mini report covering profit and cash
  • Key trends and next steps
  • Email support

£150 per month

Owner clarity

Monthly insight plus a calm conversation.

  • Full monthly pack covering profit, cash, and key changes
  • Thirty minute monthly call
  • Clear priorities for the month ahead

£250 per month

Forecast and dashboard

Support for bigger decisions.

  • Monthly pack and call
  • Cashflow forecast tailored to your business
  • Dashboard in Excel or Power BI

£400 per month

One off projects such as budgeting, pricing models, or a dashboard build are quoted separately.

FAQs

I already have an accountant. Can I still work with you?

Yes. That is ideal. We work alongside your accountant or bookkeeper and help you understand the numbers between year end conversations.

Do you do tax returns and year end accounts?

Our focus is reporting, forecasting, and decision support. If you need compliance support, we can coordinate with your existing accountant or point you toward the right setup.

What do you need from me each month?

Usually your latest bookkeeping output or reports, plus a short update on what has changed in the business. We keep it simple.

Do you only work with Cornwall and Devon businesses?

We love working locally, but we also support clients across the UK online.

Let’s bring calm to your numbers

Tell us what is on your mind. Cashflow, growth, pricing, staffing, or simply wanting to feel more in control. The first call is about clarity, not selling.

We focus on reporting, forecasting, and decision support. If compliance only is what you need, we will happily point you in the right direction.

Devon coastline