Your Roadmap to a Scalable Finance Function

Your strategic roadmap to a scalable business. A fixed-price investment for ambitious ecommerce founders who need to stop firefighting and start leading again.

As your business grows, it’s easy to feel like you’re patching holes in a system that was never designed to handle this level of complexity. You know things could be better, more efficient, and more automated, but identifying where to start—and what to prioritise—feels impossible. The Financial Operations Review is the definitive first step to regaining control.

Does This Sound Familiar?

You're a successful founder, but you're constantly pulled into the financial weeds. You're likely experiencing some of these symptoms of operational strain:

You're the CEO, acting like a bookkeeper You spend 5-10 hours a week chasing invoices, authorising payments, or trying to reconcile Shopify payouts instead of focusing on strategy and growth
You feel like you're flying blind You want to make a big decision about the future direction of your company, such as expanding to a new market, or bringing fulfilment in-house to meet increase demand, but you don't fully trust your numbers to reveal your true, real-time profitability. Big decisions feel like guesswork
Your finance team is drowning Month-end takes ten days, not two. You're considering hiring another person just to keep up with the sheer volume of manual data entry and reconciliation
Costly mistakes are starting to creep in You've had near-misses with duplicate supplier payments, damaged relationships by paying late, or you have a nagging feeling your VAT claims aren't as accurate as they should be

Our Four-Step Diagnostic Process

Before you can build, you need a blueprint. Our Review is a comprehensive diagnostic of your entire financial workflow—from sales and stock to payments and reporting. We provide an objective, expert view of what’s working, what’s broken, and what’s about to break.

The Deep Dive Discovery We start by listening. In confidential sessions with you and your key stakeholders, we seek to understand your current processes, your technology, and the specific frustrations you're experiencing day-to-day.
Workflow & Systems Analysis We go beyond the surface level, engaging with your team to map out the real-world flow of data and money. We trace the journey from a customer's click to cash in the bank, uncovering the hidden inefficiencies and risks along the way.
The Strategic Roadmap Report We compile our findings into a detailed, plain-English report. We document your current state and provide a clear set of prioritised, actionable recommendations for improvement.
The Findings Presentation We walk you through our findings and recommendations in a final strategy call. This is an open forum for you and your stakeholders to ask questions, challenge assumptions, and gain complete clarity on the path forward.

What You Get: Your Blueprint for Scale

This isn't just a report; it's a comprehensive, actionable plan that empowers you to build a finance function that can support your ambition.

1. The Financial Operations Report

A detailed document providing:

Payment Bottlenecks: High-volume supplier payment runs are a slow, manual, and painful process
Current State Analysis: A clear summary of your existing financial workflows, systems, and team structure
Bottleneck Identification: Pinpointing the exact areas causing operational drag, risk, and inefficiency
Technology Stack Review: An assessment of your current tools (Xero, Shopify, etc.) and how effectively they are being used
Actionable Recommendations: A prioritised list of strategic and tactical improvements, from "quick wins" to larger foundational projects
Estimated Impact & Effort: A guide to help you understand the potential return and resource requirements for each recommendation

2. The Strategy and Q&A Session

A 90-minute call where we present the report, answer any questions from your team, and ensure you have complete confidence in the recommended path forward.

Empowered With a Plan,You're in Control

The Financial Operations Review delivers a clear, actionable roadmap. To bring this strategic plan to life, you have two straightforward options:

Implement In-House Armed with the detailed blueprint from our report, you can guide your internal team to execute the recommended changes at your own pace, using the report as your step-by-step guide.
Partner with Us for Implementation Engage us for a separate, fixed-price project. We’ll roll up our sleeves and build the robust, automated systems we’ve designed, ensuring a seamless and expert-led transition for you and your team.

A Bespoke Review for Your Unique Business

Every ecommerce business has a unique operational footprint built from its specific mix of sales channels, payment gateways, and inventory systems. To ensure the investment aligns perfectly with the complexity of your business and the value we can deliver, our Financial Operations Review is scoped and priced individually following a brief introductory call.

To give you an idea of the investment, here are some typical engagement examples:

For a UK-based Shopify store with around £1M in turnover using Stripe and PayPal, the investment for a review is typically around £3,500 + VAT
For a multi-channel retailer with £3M in turnover, selling in the UK and EU with inventory complexity, the investment is typically around £5,500 + VAT
For a larger £5M+ business with international sales, multiple currencies, and wholesale/D2C arms, the investment typically starts from £7,500 + VAT

The next step is a no-obligation scoping call. We’ll ask some targeted questions about your operations to understand your specific needs. This allows us to provide a firm, fixed-fee quote for you to consider, with no obligation to proceed.