“Probably fine” isn’t a financial strategy
Financial Strategy for Business Owners
We give business owners clear cashflow visibility, margin control, and the financial insight to make confident decisions.
Ask yourself!
How well do you know your your own business?
If any of these make you pause… your financial system is incomplete.
Cashflow & Liquidity
Do you know your cash position 30/60/90 days ahead?
Debtors and creditors, who owes who money?
Margins & Profits
Do you know your true operating margin?
Are margin losses identified as they occur?
Project Control
Do you Track project budgets in real time?
Do you see cost overruns weekly, or only once the job is complete?
Forecasting & Visibility
Can you confidently predict quarterly performance before it happens?
Do you model best/base/worst case?
Owner Clarity
Do you know which clients, projects, or services generate the highest returns?
Are decisions driven by data, or by instinct and hindsight?
Systems & Processes
Do your systems connect projects, cashflow, and profit into one clear view?
Our services
Turning financial data into business decisions.
We don’t look to replace your bookkeeper or accountant, our priority is the future, not recording the past.
We use your existing financial, business and project data to monitor, measure, and track both current and future performance. That means turning numbers into clear insight, so you can consolidate properly, protect your margins, and move your business forward with confidence.
No guesswork in your cashflow. No assumptions in your margins.
Just clarity where it matters. We make your financial information work as a management tool for the future.
Analytics & reporting
Weekly reporting, Clear Financial Overview.
Know your money: a clear view of what’s coming in and what’s going out.
Spot financial risks early: late payments, low cash, rising costs.
Look ahead with confidence: accurate, simple cash-flow forecasts.
Understand profitability: see exactly where you make money, and where you don’t.
Growth & scaling
Monthly 1 to 1, Clear Strategic Reviews.
Month-by-month clarity: income vs spend with no guesswork or surprises.
Capture every cost: no missed expenses, no hidden losses, no blind spots.
Make better decisions: financial insight that guides your next move.
Stay in control: real-time oversight of your finances, start to finish.
Simple, clear financial control.
If this sounds like what your business needs, the next step is simple.
How it works
Got questions? We’ve got answers.
Book an intro call
Let’s get you sorted. We’ll understand your business and show you exactly how we deliver clarity and control.
Business Health Check
We review cashflow, margins, and financial risk using your existing accounts. We identify gaps, pressure points, and opportunities, then set clear priorities.
Financial Overview
We ensure information is accurate, timely, and useful, without disruption or stress.
Ongoing Financial Management
Clear Margins, numbers. Forward planning. Informed decisions.
We help you move from reacting measures to managing the future with confidence.
Welcome to your new service
From day one, our focus is simple: deliver clarity, control, and value.
That’s why we back our service with a 30-day performance guarantee.
Seamless Integration with existing accountants and bookkeeping.
and many more…
Testimonials and reviews
Hear from our happy clients: their stories
We want to work with businesses and help them achieve financial stability.
Thomas Baldwin
Managing Director TB2
Eddie was brought in to support the next phase of the business, strengthening structure, controls, and long-term stability.
Be our next success story
Your busines
We want to work with you!
Jason Manson
Bristol IT
Bringing Eddie and Peter in gave us proper control of our numbers for the first time. Not just reports, but real insight into cashflow, margins, and what was coming next. It’s taken a lot of pressure off decision-making.
Sanjose Lala
Brand Machine
We already had an accountant, but we weren’t getting much value beyond record keeping. SMART now manages that relationship for us and makes sure the information actually helps us run the business. That’s been a big shift.
Get the information that drives better decisions.
Book a free call today.