Retained Advisory

Ongoing transformation support from someone who's actually done it.

When you’re leading finance transformation, the biggest risk isn’t the technology, it’s trying to do it alone.

With Retained Advisory, you get a qualified accountant who’s implemented Oracle, run month-end, and led shared service transitions, on your side, every month.

Practical guidance, real-world fixes, and an early warning system for what’s coming next.

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How Retained Advisory works

Monthly Strategic Review

Practical fixes for current pain points
Early warning for emerging risks
Translation between Finance and IT to keep delivery smooth

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On-Call Support

Attendance at critical meetings when needed
Quick calls for problem-solving or sense-checking key decisions
A sounding board who’s been there before

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→ Outcome: Ongoing clarity, fewer surprises, and decisions grounded in real experience

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Proven impact

Cut redundant reports by identifying only 1 in 10 actually used
Reduced C-suite reporting from 3 days to 1 hour
Improved team engagement from 42% to 100%
Successfully delivered Oracle implementations and shared service transitions

Amy has transformed the way our Management Accounts team works. She doesn’t just step in to fix things, she takes the time to help us understand the detail and build lasting improvements. The support has been absolutely invaluable and has strengthened the way we work across the board.

Finance Controller

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Ready for a partner who’s walked the same path?

Let’s keep your transformation moving, without the noise.

What Happens Next

Discovery Call (30 mins): A relaxed chat to understand your goals, answer questions, and confirm the right package and pricing.
Proposal & Pricing: You’ll receive a proposal, review and sign if you’re ready to move forward.
Kick-off: Once signed, I'll book in time to meet your team and confirm next steps, so we can get things moving.

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