One-off Project · Fixed Fee
The Finance Visibility Reset is a structured diagnostic sprint. We go inside your numbers, your systems, and your reporting. You come out with a clear picture and a costed plan.
1, Finance Function Diagnosis
A clear picture of what's broken and where.
2, AI Leverage Audit
Where technology can replace manual work, with time savings quantified.
3, 90-Day Finance Plan
Prioritised fixes ranked by cash impact. A clear next step, with or without us.
The Reset is a diagnostic. It's not ongoing support, a retainer, or a vague consulting engagement. It answers three specific questions: what's broken, what to fix first, and what it will cost to fix it.
Your management accounts exist, but you don't fully trust them
Month-end is a scramble. Numbers change after the call. You're making decisions on figures you can't be confident in.
You're running projects but don't know which ones are actually profitable
Revenue is growing but margin is inconsistent. You suspect some work costs more to deliver than it returns, but the numbers don't show it clearly.
Finance runs on spreadsheets and manual effort
Reporting takes hours every month. The same data gets entered in multiple places. You know this isn't sustainable, but you haven't had time to fix it.
You want a clear picture before committing to ongoing support
You're not ready to sign a retainer with someone you've never worked with. A fixed-fee project with a defined output is the right starting point.
Not the right fit: pre-revenue start-ups, or businesses looking for bookkeeping, tax compliance, or transactional processing.
The right option depends on your business size and complexity. We'll confirm which one fits on the diagnostic call.
Single-entity business. Xero or simple accounting setup. Relatively straightforward reporting structure. Fewer than 10 staff or limited project complexity.
Best for: £1m–£2m turnover
Project-based business with WIP, contract P&L, or multi-stakeholder reporting. Multiple jobs running concurrently. May use Xero, Sage, or QuickBooks alongside spreadsheets.
Best for: £2m–£6m turnover
Multi-entity structure, investor or board reporting requirements, or significant complexity in project accounting. Group reporting, KPI dashboards, and board-ready outputs needed.
Best for: £6m–£10m turnover
Not sure which option fits? We'll tell you honestly on the call.
Every piece is connected to a decision. You keep all of it, whether you continue with us or not.
Clear milestones, a working document before the final delivery, and no surprises.
Technical implementation, system migrations, dashboard builds, and integrations are scoped separately, on their own timeline and budget. The Reset is advisory delivery only.
Sign a Dorset Finance Partners retainer within 30 days of your Reset completing and we'll credit 50% of your Reset fee against your onboarding. At current onboarding rates, the credit covers it entirely on all tiers: Reset Lite against Tier 1, Reset Standard against Tier 2, Reset Deep against Tier 3. Founding clients: onboarding is already waived, so the credit applies to your first month instead.
The Reset earns the retainer, it doesn't just sell it. By the time the 90-Day Finance Plan lands, you'll know exactly what ongoing support looks like and whether it makes sense for you.
The Reset is a diagnostic and planning service. These are available separately.
Your 90-Day Finance Plan will tell you exactly what's needed and what it will cost. Some clients do the implementation themselves. Some use us. Both are fine.
Fixed fee. No retainer required. We'll confirm which tier fits your business and whether a Reset is the right starting point, honestly.
Book a free diagnostic callNo commitment. If it's not the right fit, we'll tell you.
No. The Reset is designed to stand alone. You can take it, act on the plan yourself, and have no further involvement with us. Most clients do continue to a retainer, because by the end of the Reset, they know exactly what ongoing support looks like and can make an informed decision. But there's no obligation and no pitch.
We do the work. You'll need to give us access to your accounting software, share recent management accounts or reports, and make time for one interview in weeks 1–2 (typically 60–90 minutes). After that, we'll flag questions as they arise. The draft review in week 5 typically takes around an hour.
That's exactly why most clients book a Reset. Messy accounts are the starting point, not a barrier. We work with what you have, and understanding the gaps is part of what the Diagnosis documents.
Xero, Sage, QuickBooks, and Excel-based setups. If you're using something different, tell us on the call and we'll confirm whether it's workable.
An onboarding fee is charged at the start of any retainer engagement to cover system access, financial review, and the work needed to build your reporting infrastructure from scratch. If you've already done a Reset with us, most of that groundwork is done, so we credit 50% of your Reset fee against your onboarding, which covers it in full. Sign within 30 days of delivery and the credit applies automatically. Founding clients: onboarding is already waived, so the credit applies to your first month instead.
Your accountant looks backwards: compliance, filing, and reporting what happened. We look at what's happening now and what's coming. The Reset diagnoses the gaps in your forward visibility, cash flow, project margin, and the decisions you're currently making blind. We work alongside your accountant, not instead of them.