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Finance Function Pro™

Finance Function Pro™

A Finance Team That Runs Like Your Business Should

No more chasing your accountant. No more spreadsheets in the dark. Just proactive advice, real-time insights, and a finance function built for ambitious, modern agency founders.

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The Problem

You’re doing big things, but your finances still feel like a mess behind the scenes. Most growing agencies hit a wall.

You’ve outgrown the reactive accountant and DIY spreadsheets. You’re making money, but you’re unsure where it’s going. You’re getting busier, but the financial clarity and control you need to grow isn’t there.

The Finance Function Pro™ gives you an expert finance team that integrates into your business. The team handles the details, guides the decisions, and frees you to lead with confidence.

Who This Is For

This is ideal for:

  • Founders with £500k–£5m revenue and a growing team
  • Agencies where the founder is still approving every invoice and managing cash manually
  • Businesses juggling projects, retainers, freelancers, and lumpy income
  • Teams that want to scale, and know they need real financial support to do it
  • Your agency is growing, but profits aren’t
  • You’re unclear on which clients or services make money
  • Your team is delivering more than you scoped, regularly
  • You’ve priced up, but still not seeing the extra profit
  • You suspect your utilisation or delivery model is off
If you want more time, better decisions, and no more end-of-year surprises, this is for you.

What’s Included

This is not just “your accounts done.”

 This is your full outsourced finance function – proactive, modern, and strategic.

Every month, you get:

Bookkeeping & VAT

Done on time, with full reconciliation and Xero accuracy.

Cashflow & Forecasting Support

Know what’s coming, not just what happened.

Payroll & Compliance

Seamless handling of PAYE, year-end, Corporation Tax, and Companies House.

Founder's Dashboard

A visual, plain-English dashboard showing the five metrics that matter most to your business.

Management Accounts + Commentary

Real insights into performance, not just reports.

Quarterly CFO Check-In

Strategic session to review margins, pricing, runway, and growth plans.

Tax Planning & Profit Extraction Strategy

Get ahead of tax deadlines, optimise dividends, and never miss a trick.

Unlimited Email Support

Fast, friendly, jargon-free responses from a team that knows your business.

What It Feels Like

You’ll feel:

  • In control of your numbers and cash
  • Supported by a team that cares as much as you do
  • Free to focus on growing the business, not running the books
  • Confident when making decisions about hiring, pricing, and profit

We don’t just answer your questions. We anticipate them.

FAQs

Q: Do you replace our bookkeeper/accountant?
 A: Yes, we have become your full finance function, so you can deal with one expert team, not juggle three.  We are happy to work alongside any existing finance team you have in place and create systems and processes to create that integrated approach

Q: Will we still need an FD or CFO?
 A: Not unless you want one in-house. Our senior team provides strategic advice and quarterly CFO-level input, enough for most agencies under £5m.

Q: Can we upgrade from another package?
 A: Absolutely. If you’ve done a Scope Creep Audit™, Forecast, or other project with us, we can incorporate the learnings into your monthly support.