Mentoring

Practical mentoring for finance leaders and founders who want better decisions from the numbers.

Running a business can be financially demanding even when you have a good accountant or finance team. We provide structured, practical mentoring that builds confidence and decision-making, without jargon and without adding unnecessary complexity.

Who it’s for

Mentoring is designed for:

  • Founders who want more confidence and control over cash and performance

  • Finance leaders (FCs, FDs and CFOs) who are stepping up, operating in isolation, or needing to increase their influence with founders, boards and investors

  • New FDs in SMEs who want a CFO-level sounding board as they settle into the role

Mentoring for Finance Leaders (FCs / FDs / CFOs)

For Finance Controllers, Finance Directors and CFOs who want to raise the quality of insight, strengthen routines, and be more effective with founders and boards.

What we focus on:

  • Forecasting and cash visibility leadership can trust

  • Building a KPI pack that highlights what is driving results

  • Turning reporting into decision support, not just historic performance

  • Improving close discipline, controls and reporting routines

  • Stronger board and stakeholder communication

  • Leading change in the finance function without burning out the team

A key module: connecting goals to KPIs

We help finance leaders connect the owner’s goals and the business strategy to reporting and KPIs, so the pack answers the questions that matter:

  • Are we on track?

  • What is changing?

  • What does it mean?

  • What do we do next?

Financial coaching for Founders

For founders who are brilliant at product, sales or delivery but want to feel more in control of cash and performance.

What founders typically want help with:

  • Understanding cashflow and working capital in plain English

  • Knowing which numbers matter weekly, and why

  • Building confidence to challenge assumptions and ask the right questions

  • Turning a plan into a simple set of measures and actions

  • Preparing for lender, investor or board conversations

  • Avoiding common traps like growing turnover while cash gets worse

What you will walk away with:

  • A simple “finance dashboard” you can actually use

  • A clear routine for cash, decisions and priorities

  • Better conversations with your finance team and advisers

We also contribute to practical owner sessions on financial management and exit readiness, including FiMBO (Finance for Managing Business Owners) and Exit Planning 101 delivered with our partners.

How it works

  • Monthly or fortnightly sessions (remote or in-person)

  • Practical actions between sessions, with templates where helpful

  • Optional review of your current reports, forecasts and board packs

  • Clear objectives agreed up front, then progress tracked over time

Related services

Mentoring FAQs

  • Both. We mentor Finance Controllers and Finance Directors who are stepping up, and we also coach founders who want more confidence and control over cashflow, performance and decision-making.

  • Mentoring builds your capability and confidence through structured sessions, practical tools and clear actions. Consulting is delivery-led. We can do either, but mentoring is designed to help you and your team make better decisions independently.

  • No. We keep it practical and plain-English. The focus is on the few numbers and routines that give you control, plus the questions to ask your finance team and advisers.

  • Usually monthly or fortnightly sessions, with agreed actions between sessions. We can review your reporting, forecasts, and board packs, and help you build a simple routine that sticks.

  • Most people feel the benefit within the first 2 to 3 sessions as priorities become clearer, reporting becomes more decision-useful, and you have a practical routine to follow. The bigger step-up in capability usually builds over 2 to 3 months as habits and confidence embed.

  • Yes. We contribute to practical owner sessions on financial management and exit readiness, including FiMBO (Finance for Managing Business Owners) and Exit Planning 101 delivered with Growing Your Numbers and FD Fusion.

Work With Us
Finance mentoring for founders and senior finance leaders

If you want mentoring for a finance leader or financial coaching as a founder, book an introductory call. We will suggest a practical first step based on where you are now and what you want to achieve.

Book a call