Growing businesses

Management finance for a business that has outgrown its spreadsheets.

Commercial finance for owner-managed and professionally run businesses that have grown past the point their reporting can keep up with them. Start with a diagnostic, not a retainer.

Start with a Finance Clarity Review See all services

01Recognised in this?

What we hear before every engagement starts.

Revenue is growing, but cash always feels tighter than it should.
We cannot say which customers, jobs or products actually make money.
Our accountant tells us what happened. We need someone to tell us what to do.
Reporting takes days, and by the time it lands it is already out of date.
Nobody around the table trusts the forecast.
Can we actually afford to make this hire?

02Is this you?

A specific kind of business, not any business.

Kingswell works with a defined profile of growing businesses, so the approach is proven rather than improvised.

Typical sectors

Professional services
Construction
Property
Engineering
Project-based businesses
Multi-site operations
Technology and services

Typical profile

Approximately £2m–£30m revenue
10–200 people
Founder-led or professionally managed
Already has accounting support in place
Runs on Xero, QuickBooks or Sage
No in-house FP&A capability

03Where every engagement starts

Clarity before commitment.

Before rebuilding reports, buying software or hiring, the Finance Clarity Review establishes what is actually limiting the business.

Exhibit 01

Illustrative example

Finance maturity, scored — then sequenced

What is limiting the business, and what should be fixed first?

Where do we actually stand?

Illustrative example

Cash visibility
No forward view beyond the bank balance
Profitability
Margin by customer and job is unknown
Forecasting
No maintained forecast
Reporting
Accurate, but slow and manual
Processes
Re-keying between systems each month
Automation
Systems already in place to build on

Forecasting and cash visibility are the constraint — not reporting quality.

Days 0–3013-week cash view and one management pack
Days 30–60Customer and job margin, driver-based forecast
Days 60–90Automate the month-end that is still by hand

The order matters: cash visibility first, because every later decision is tested against it.

How the Finance Clarity Review works

04The progression

Foundation, Intelligence, Planning, Partner.

Four stages, each one building on the last. Most businesses do not need all four at once \u2014 the Clarity Review tells you where to start.

Get the numbers working properly

Finance system, chart of accounts, dimensions, month-end and reporting architecture — so the data can be trusted before anything is built on it.

Finance system review
Reporting structure
Month-end process
Data quality

05Where your accountant fits

Collaborative, not competitive.

Kingswell does not do bookkeeping, statutory accounts, audit or tax. We build the management view and forecasting your accountant does not, working alongside them.

Your accountant

Records and compliance

Bookkeeping, statutory accounts and tax. Unchanged, and often improved by better underlying information.

Kingswell

Insight · Planning · Decisions

Management information, forecasting and the commercial judgement applied to it. We build on the numbers your accountant produces.

A specific, low-risk way to start: a defined review with a defined output, and no retainer required to find out whether Kingswell is useful.

Book a Finance Clarity Review Send an enquiry instead