Boardroom Level Strategy

Stop guessing. Get an embedded CFO in your corner.

We don't just email spreadsheets. We come to your Liverpool office, sit at your boardroom table, and provide the financial heavy-lifting required to scale your business to the multi-million-pound level.

What got you to £500k won't get you to £2M.

You have survived the startup phase. You have a team, revenue, and ambition. But right now, you are making major operational decisions based on gut feeling and outdated tax returns.

You have outgrown your high-street accountant, but you aren't ready for a £100,000/year full-time Finance Director. That is exactly where we step in.

Not just reports. Active Partnership.

On-Site Board Meetings

We come to you. Whether it's monthly or quarterly, we sit in your office to present the numbers, hold you accountable, and strategise your next moves face-to-face.

12-Month Cash Mapping

Stop worrying about next month's payroll. We build dynamic cash flow forecasts so you know exactly when you can afford to hire, buy equipment, or expand.

Profit Margin Optimisation

Revenue is vanity, margin is sanity. We dig into your product/service lines to identify exactly where you are losing money and where we can drive immediate profitability.

We sit on your side of the table.

An accountant looks at the past to appease HMRC. A CFO looks at the future to build your wealth.

When you partner with us, you get a dedicated financial expert integrated into your management team. We translate complex data into plain English, challenge your assumptions, and help you navigate the growing pains of scaling a multi-million-pound business in Liverpool.

[Insert photo of Luke in a boardroom setting with a client]

The ROI of an Embedded CFO

Our advisory packages start from £500 + VAT /month. Our goal is never to be a cost on your P&L. By optimising your tax strategy, recovering lost margins, and preventing cash flow crises, this service is designed to pay for itself multiple times over.

Ready to get a grip on your numbers?

Let's have a coffee and discuss your growth targets.

Book a Growth Audit

Looking for more success stories?

We have helped multiple businesses in this sector transform their finances, plug cash leaks, and dramatically increase their profitability.

Read More MI Case Studies