Strategic and Operational Finance Expertise, without the full-time price tag and recruitment fees.
Ready to:
Feel more in control of cash flow?
Know which clients and services are most profitable AND importantly which are not?
See real-time measures that really move your business forwards – KPIs, all in one place?
Have data to back up those decision-making instincts?
Have a financial system that grows with the firm?
Experience the Finance Support you’ve felt has been missing with your own Virtual FD:
Clarity – Clearer picture of the data to support decisions No more guessing what’s happening cash flow and profitability.
Action – Regular support to keep your profit on track and free-up headspace.
Confidence – Understanding where you’re going with forecasts that light the way to your growth plans and advice that fits YOUR business.
Who it’s for:
The ambitious Founder/CEO, who is ready to stop spending time overthinking and start acting faster with more clarity.
You have a strong client base and would like to boost profitability without compromising on client service.
You want the headspace to focus on vision.
Your accounts and tax return are covered with the current finance support in place (accountant, bookkeeper or in-house team member).
You want to step into the CEO role in your business, while bringing the joy back.
It’s not for you if:
You’re happy DIY-ing the Finances.
You’re ok with once a year accounts and tax returns.
You don’t want to plan in your finances.
You want a business that relies on you to deliver the service.
What you want:
To work with the right clients, delivering work that is profitable.
To invest in tools and talent without worrying about cash flow.
Strong foundations to support your growth plans.
More transparent finances, that see you and your team on the same page and making better choices together.
Reliable revenue and expense forecasting that see you starting your days with a clear picture of where things stand financially.
A CFO-level view of the finances, without hiring one full-time.
To feel proud knowing everyone’s taken care of – including you.
Where you are:
Your business reputation is growing – people trust you and often refer others.
You wish you had stronger internal processes, as things still feel a little reactive.
You have a diverse client base and want to be sure you’re playing to your strengths.
You have some data on performance and would like to move towards more streamlined and automated processes.
You find yourself stuck in the day-to-day and want to make time for strategic planning.
You’d like more clarity on how profitable the business is and what it needs to keep going.
Here’s what people say:
“…Nicole is really lovely to work with and has made me feel at ease in an area that I’m not an expert in – but knowing she is lightens the load which means I can focus on my clients.”
AB, Leadership & Management Coach
“…Nicole was patient and left me with greater clarity and a great cash flow planning tool to manage my cash flow more effectively. I just wish I’d found Nicole sooner!”
SR, Sales Consultant
“…I’ve never felt like I am good with numbers especially when it comes to finances and Nicole’s guidance, came without judgement and meant I gained an understanding of how to make my money work for me..”
LF, Mindset Coach
What you’ll get:
A Finance Expert in your corner – Experienced strategic finance expertise without the full-time price tag or recruitment fees.
Dashboards that keep you informed.
Expert support that turns numbers into clear business options, making decisions easier.
Clarity over where cash is and where it’s going.
Forecasts that help you explore options and plan with confidence.
Expert support that understands your business and not just finance.