Reset Sessions

Strategic diagnostics that give you a clear view of where you stand - and a practical plan for what comes next.

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  • The Finance Reset is a deep-dive assessment of your financial operations, examining 24+ critical areas across four foundational pillars:

    1. Controls – Are your purchasing processes, financial oversight, compliance, and risk management processes robust enough to withstand external scrutiny?

    2. Cash – Could your invoicing, collections, payment, and forecasting processes handle 10x the current volumes?

    3. Commercial – Does leadership have the financial performance data and insights needed to make strategic decisions with confidence?

    4. Clarity – Can your finance team produce analysis on-demand, or does everything require days of manual work?

    This isn't a tick-box compliance exercise, but instead a practical, honest look at what's working, what's not, and what needs to change.

  • Initial conversation (45 minutes)

    We'll discuss your business, recent history, key concerns, and what you're hoping to achieve. We'll explain how the Financial Reset works and what we need from you.

    Assessment

    You'll share key documents and grant us read-only access to your systems. We review your documents, systems, and processes against our framework of 24+ financial controls. We may reach out with clarifying questions.

    Findings debrief (60-90 minutes)

    We walk you through what we found, the good and the concerns. We discuss priorities, answer questions, and outline potential next steps.

    You receive:

    • Comprehensive written report with traffic-light ratings across 24+ financial control areas

    • Clear identification of strengths and risks

    • Prioritised recommendations (what to tackle in 30 days vs 3 months)

    • Practical action plan for solving any issues & making improvements

  • Prices from £1,500 +VAT

    (quoted depending on stage & complexity of business, and any optional extras)

The Finance Reset

Not sure if your finance set-up is helping or holding you back?

We give you a targeted, expert review of your current processes, reporting, and compliance - and a clear plan for improvement.

Book Your Reset

The Business Reset

Quick clarity on building a stronger operating system with this deep dive into your internal processes, systems, customer journey, and the HR & finance foundations of your business.

  • We’ve designed Your Business Reset to move you from ‘not sure where to start’ to ‘plan-in-hand’ on how to improve your operating system, without taking you out of the business for days on end.


    You’ll get :

    • Pre-session survey especially designed to uncover any core learnings or focus areas before we meet.

    • Half-day or full-day deep dive with our founders and a bespoke mix of our fractional specialists

    • ‘Quick Win’ recommendations provided where possible during the session for immediate impact.

    • Tailored Roadmap blending immediate fixes and strategic moves.

    • 30-day Direct Slack access to our team for follow-up questions, check-ins, and accountability.

    • 30-day progress check call to review traction and adjust priorities.

    • No-obligation quote for the next steps, if you’d like us to deliver on the plan with (or for) you.

    • Extend to a full day session do dive into specific areas in more depth

    • Process maps for critical bottlenecks.

    • P&L & cash flow review with quick wins for better visibility.

    • Sustainability & Compliance audit.

    • Risk register with mitigation actions.

    • Founder Time Audit – personalised breakdown of where your hours are going vs. where they should.

    • Stakeholder Debrief Pack – a shorter, visual summary for your leadership team or investors.

    • AI & Automation Opportunities focus

  • Prices from £1950 +VAT

Book Your Reset