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Finance Function Reset

Get your finance function sorted — before it holds your business back.

A structured programme to diagnose, prioritise and fix the foundations of your finance function — so your business is properly set up for the decisions ahead, whatever the season.

Book a free scoping conversation

Most finance functions are fine — until they aren't.

Most founder-led businesses reach a point where the finance function simply hasn't kept pace. The business has grown, the decisions have got bigger, and the complexity has increased — but the systems, processes, and reporting are still running on what was set up at the start.

The result? Founders making important calls without reliable numbers. Cash surprises that shouldn't happen. Compliance that's held together with good intentions. A finance team (or person) doing their best but without the right foundations to work from.

The Finance Function Reset is how we fix that.

Who it's for

The Finance Function Reset is designed for founder-led businesses that are growing but whose finance function hasn't kept pace. You're probably in the right place if:

You're making decisions without reliable numbers — or without numbers at all

Your bookkeeping is behind, inconsistent, or you're not confident in the data

You don't have management reporting that tells you how the business is really performing

Compliance causes stress or has caused problems

You have grant funding and the reporting around it is a headache

You've outgrown your current finance setup but aren't sure what "good" looks like

How it works

Every Reset starts with a scoping conversation. From there, we agree a tailored programme covering the areas that matter most for your business.

  • number 1 Icon

    Diagnose

    Week 1–2

    We get under the bonnet — reviewing your numbers, processes, team setup, and compliance position. You get an honest picture of where things stand, with a written diagnostic report scored across all seven areas.

  • number 2 Icon

    Prioritise

    Week 2–3

    Not everything can be fixed at once. We identify the highest-impact priorities — the things creating risk now or holding the business back — and agree a clear action plan with owners and timelines.

  • number 3 Icon

    Reset

    Weeks 3–12 (scope dependent)

    We get to work — cleaning up the books, setting up reporting, tightening processes, or getting compliance back on track, depending on what's needed and what your team can absorb.

  • number 4 Icon

    Handover

    Final 1–2 weeks

    We close out with a handover session — a clear picture of where the finance function now stands, what's been done, and what good looks like going forward. We'll also discuss whether ongoing support makes sense for where you're heading.

Areas we cover

The Reset can cover any combination of the following, depending on what the diagnosis reveals and what your business needs.
Cashflow visibility Icon

Cashflow visibility

Management reporting Icon

Management reporting

Pricing & margin icon

Pricing & margin

Bookkeeping quality

Finance team & process

Compliance & HMRC
Target Icon
Grant management

Investment

Finance Function Reset

£1,500 – £6,000 + VAT

Scope confirmed at your initial scoping conversation

Duration

1–3 months, depending on scope and complexity

Retainer credit

50% of your Reset fee credited against your first two retainer invoices if you sign up within 60 days

No obligation

The scoping conversation is free, with no pressure to proceed
The Smart Finance Team

Ready to find out what your finance function needs?

Book a free scoping conversation with Tracy. We'll talk through where you are, what a Reset would cover for your business, and what the investment would look like. No obligation.
Book a call with Tracy →