Practical services for confident financial management.
Our services are designed for Leeds organisations that need clearer budgets, stronger reporting, and confident decision-making.
Flexible support
Choose a focused service or combine options for a full financial management reset.
Pricing: Transparent, with packages tailored to team size.
What we offer
Financial foundations coaching
A six-week coaching sequence that covers budgeting, cash flow, and reporting fundamentals.
Price: £1,850
Leadership finance workshop
A half-day session for leadership teams to interpret financial statements and set priorities.
Price: £680
Budget planning sprint
Two focused sessions to build a 12-month budget and short-term scenario plan.
Price: £920
Reporting refresh
Rework monthly reporting with clearer narratives and easy-to-review dashboards.
Price: £1,150
Trustee and board briefing
Prepare trustees with a concise briefing pack and confidence-led finance briefing.
Price: £540
Quarterly finance health check
Review cash reserves, forecasting assumptions, and risk areas each quarter.
Price: £480
What teams gain
- Clear reporting routines that reduce last-minute stress.
- Budgets aligned with real operational needs.
- Shared language for financial conversations across teams.
- Confidence to explain financial position to stakeholders.
Best for
Growing organisations, community groups, and founders who want a solid financial foundation without complex systems.
How support levels differ
Best for rapid understanding and team alignment in a single session.
Ongoing guidance and practical exercises to build long-term habits.
Focused action plan for immediate budget decisions and scenario planning.
How an engagement works
Discovery
We learn about your current reporting cycle and the decisions you need to make.
Session delivery
Workshops or coaching sessions with tailored examples and exercises.
Implementation support
Templates, checklists, and follow-up feedback to embed the changes.
Service questions
Yes. Many clients combine coaching with a reporting refresh or budget sprint.
Absolutely. Services are tailored to team size and the level of finance experience.
We include follow-up check-ins for all programmes, with optional ongoing support.
Not sure which service fits?
We will guide you to the right combination based on your goals and reporting challenges.