Insights

Practical writing from the finance seat

Short pieces on the questions owners actually ask us — about cash, margin, forecasting, and getting financials ready for the people who will scrutinise them.

Latest

Cash Flow

6 min read

The 13-Week Cash Forecast, and Why It Beats Your Bank Balance

A bank balance tells you where you have been. A rolling forecast tells you what you can commit to. Here is how to build one that people actually maintain.

Full article coming soon

Leadership

5 min read

Seven Signs Your Business Has Outgrown Bookkeeping Alone

Accurate historical records are the floor, not the ceiling. These are the moments when owners typically start looking for finance leadership.

Full article coming soon

M&A

7 min read

What Buyers Actually Look For in Your Financials

Diligence rarely fails on valuation. It fails on unexplained adjustments, inconsistent revenue recognition, and numbers that move between versions.

Full article coming soon

These are draft placeholders ready for the owner to replace with published articles, downloadable checklists, or guides.

Resources

Tools we hand clients in the first 30 days

13-Week Cash Forecast Template

A rolling cash model with receipts, disbursements, and a committed-versus-expected split.

Monthly KPI Pack Outline

The dozen metrics most leadership teams should review before anything else.

Diligence Readiness Checklist

What to have in order well before a lender, investor, or buyer starts asking.

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