CFO INSIGHT. NUMBERS-BASED COACHING.
Build a business
that gives you more.
Find your direction. Understand your numbers. Improve the business drivers that help you grow, step back or prepare for exit.
For business owners with £1m–£10m turnover. Free, remote and no obligation.
More profit.
Keep more of what you earn.
More freedom.
Build a business that depends less on you.
More options.
Grow, step back or exit on your terms.
WHEN THE BUSINESS TAKES MORE THAN IT GIVES
Is your business giving you the life you wanted?
You have built something worthwhile. But too much may still depend on you.
Success should not cost you your freedom.
Working harder without seeing the profit?
Sales are growing, but the reward never seems to catch up with the effort.
Still the person everyone relies on?
You want time away without worrying about what will happen while you are gone.
Unsure how to grow, step back or sell?
You have a destination in mind, but no clear route to get there.
THE PEOPLE BEHIND YOUR PROGRESS
Your goals. Your numbers. A route forward.
Our numbers-based coaching follows the Improving the Numbers system, created by GoalDriver founder Bob Harper.
We start with what you want from your business, identify the drivers that will get you there and work alongside your team to improve them. The numbers give us our bearings. Coaching, planning and accountability keep you moving.
Jason Smith
Qualified accountant & CFO
Bonnie Mockett
Business coach
Bob Harper
Founder
A CLEAR WAY FORWARD
A clear route from where you are
to where you want to be.
01
Find your direction
Apply for your free GoalDriver Session and share your business, challenges and goals so we can prepare.
02
Map your route
In your free remote session, explore the business drivers behind your goals and map a 30, 60 and 90-day action plan.
03
Make progress
Put the plan into action, track the numbers that matter and adjust your course. Choose ongoing support if you want us alongside you.
SUPPORT THAT FITS YOUR DESTINATION
The right support for your next chapter.
One system connects your goals, business drivers and actions. CFO insight helps you understand the numbers; coaching helps you improve them.
01 / CFO INSIGHT
See the numbers.
Make better decisions.
Understand profit, cash flow and the financial consequences of your next move.
- Budgets and cash flow forecasts
- Performance reviews and useful measures
- Financial scenarios and decision support
02 / BUSINESS COACHING
Find your focus.
Follow through.
Turn your ambition into a practical strategy, a capable team and consistent action.
- Business strategy and a One Page Plan
- Team roles and owner independence
- Regular coaching and accountability
03 / GROWTH & EXIT
Create value.
Keep your options open.
Build a business that is more profitable, less dependent on you and better prepared for the future.
- Profitable growth planning
- Systems, structure and succession
- Exit readiness and business value drivers
Alongside your accountant. Focused on what comes next.
Your external accountant continues to look after your accounts and tax. We work alongside them, using your financial information to help you make decisions, improve performance and build the business you want.
IMPROVING THE NUMBERS IN PRACTICE
Small changes in the drivers. More possibility.
Explore what changes in growth, margin and productivity could mean for profit. These are three examples of the business drivers we help you understand and improve.
How this estimate works
Sales growth uses your current gross margin. Gross margin improvement is applied to the increased sales. Productivity assumes spare capacity can generate extra sales at the improved margin without increasing your cost base. Additional overheads are deducted. The total multiplies the annual improvement by the selected years; it does not compound growth or estimate cash flow, tax or business value. These are illustrative scenarios, not promised results.
MAKE ROOM FOR WHAT MATTERS
Do not let another year look like the last.
Without a clear plan, the business can keep demanding more while giving you less. Profit opportunities get missed and stepping back stays just out of reach.
Own a business.
Not every decision.
Become a confident owner with control of the numbers, a capable team and choices about your future.
FIND YOUR STARTING POINT
Your next stage. Your route forward.
From a focused business review to group growth programmes and preparing for exit.
NAVIGATOR DAY
Clarity. Connections. Momentum.
Six business owners. One focused day. £500 per person. Explore your business drivers, use peer hot seats to challenge your thinking and chart your next steps.
NAVIGATOR DAY / CORNWALL
A day to work on your business.
Date
To be confirmed
Location
Cornwall · venue to be confirmed
Price
£500 per person
Group size
Limited to six people
Bring your challenge to the hot seat. Share ideas, challenge each other’s thinking and chart your next steps.
NAVIGATOR DAY / SEVENOAKS
Fresh thinking. Useful connections.
Date
To be confirmed
Location
Sevenoaks · venue to be confirmed
Price
£500 per person
Group size
Limited to six people
Bring your challenge to the hot seat. Share ideas, challenge each other’s thinking and chart your next steps.
BEFORE YOU SET OFF
A few useful answers.
Do I need to change my accountant?
No. We work alongside your external accountant. They look after your accounts and tax; our role is CFO insight, business coaching and helping you act on your plans.
What does Improving the Numbers mean?
It is the system behind our numbers-based coaching. We start with your goals, establish your starting point and identify the business drivers that can move you forward. Your plan and reviews connect practical actions with measures such as profit, cash, business value, time and owner independence.
Is this just for businesses looking to grow?
No. You may want better profit from your existing business, more time away, or to prepare for an eventual exit. We start with your goals.
What happens in a free GoalDriver Session?
You complete an application and preparation work first. We review your business, challenges and goals, and may ask for more information. Your remote session takes 60–90 minutes and gives you a 30, 60 and 90-day action plan. It is free, with no obligation.
How much does ongoing support cost?
Ongoing support is £500–£2,000 per month, depending on your business, session frequency and how much input you want from us. We agree outcomes, scope and fees before work starts.
YOUR NEXT CHAPTER
Where will your business take you next?
More profit. More freedom. A future you choose.