Services
Your financial sounding board
You might not need a whole financial team. But you need someone to steer your finances. I’ll give your business the strategic and financial leadership of an experienced Finance Director without the cost of hiring one full-time.
As an outsourced Finance Director, you can access support from as little as a day per month. I’ll keep things running smoothly behind the scenes, overseeing your finances, building better systems, and ensuring everything is compliant, accurate, and aligned with your business goals. My services are tailored to your commercial needs.
Strategic financial planning
It’s not about the numbers you’re hitting today, it’s about where you want your business to go and how we get you there financially. I’ll translate that vision into a clear, practical plan. I’ll work with you to build a long-term strategy that delivers your goals, whether that’s growth, investment, expansion, or even a sale later down the line.
Budgeting & forecasting
We’ll build something dynamic instead of putting a budget together once a year and forgetting about it. Something that reflects how your business changes throughout the year. Budgets and forecasts will be realistic, grounded in genuine business activity, so you can make solid decisions rather than relying on guesswork or an outdated plan.
Cash flow management
I can’t overstate how important cash flow is. I’ll give you complete visibility over your short-term and long-term cash position. If there’s a risk of a gap or seasonal dip, we’ll plan for it. And if there’s an opportunity you want to move on, you’ll know what your financial headroom looks like. Complete control. No surprises.
Financial reporting & insights
It’s not about having reports, it’s about knowing what they mean and how to use them. I’ll interpret the numbers: what’s working, what’s underperforming, where your margins are shifting, and why. You’ll get real insights that help you make informed, confident decisions, not a stack of complicated spreadsheets at the end of the month.
Funding & investor relations
Raising money or bringing in external investment? I’ll get you ready. I’ll build solid financial forecasts and help you prep your pitch. I’ll make your business sound desirable to investors or funders and answer any tough questions they have. I can negotiate terms, assess valuation, and keep your interests front and centre. And once investors are in, I’ll handle communications.
Governance & compliance
Clean, transparent finances aren’t about ticking boxes; they build trust and unlock opportunities. I’ll make sure you’ve got the right financial controls in place and that you’re meeting all your regulatory obligations, whether that’s tax filings, audit preparation, or compliance. This becomes even more important if you’re growing quickly or thinking about investment.
Team leadership & development
If you’ve got a finance team, or even someone doing your books, I’ll support and guide them, so they’re focused on growing your business. I’ll get the right structure in place, upskilling your team or identifying gaps. If you’re using third-party providers, I’ll manage that relationship too.
Technology & systems implementation
I’m big on getting you the right tools for the job. I’ll review what you’re using now to identify how and why it’s holding you back. I’ll put better and more scalable systems in place that save you time, improve accuracy, and give you faster access to the numbers you need to run your business.
Business partnering & commercial input
I’m not here to do finance in a silo. I’m here to be part of your leadership team. I’ll work closely with your heads of department and assess the financial impact of big decisions, so every part of your business is financially and commercially aligned.
Acquisitions
I’ll dig into the numbers to see if the valuation makes sense, and support with due diligence required. I’ll work out the best way to fund the deal and integrate the new business financially once the deal’s done. It’s about making sure you’re buying something solid that you’re set up to benefit from.
Disposals
My role is to get your business sale-ready. Think of me as your financial right-hand, making sure everything adds up and your story is credible to a buyer. I’ll clean up your financials, tighten processes and prepare packs for buyers. I’ll position your business in the best light, showing the value, highlighting any red flags, and supporting you through negotiations.
Project Management
I’ll make your project financially viable from the start. I’ll stress-test the business case, challenge assumptions, and make sure the expected return is worth your time and investment. Once things are underway I’ll track budgets and flag overspending early, so your money is being spent in the right places. I’ll keep a strategic eye on projects, so decisions add value and align with your goals.
About Me
Find out more about me, my background and expertise, my values and my promise to you.
Get In Touch
Does this sound like something your business needs? Drop me an email to find out more.
Lucy is a team player who collaborates effectively with colleagues and clients alike. Her communication skills are excellent, and she is always willing to lend a helping hand to ensure the success of the team. She is a natural leader who inspires those around her to strive for excellence.
– Andrew Richardson, CEO