25 years inside project businesses: WIP, project cash flow, margin erosion, and contract risk.
Bookkeeping, payroll, VAT, and year-end accounts remain with your existing accountant. We work alongside them, not instead of them.
30 minutes. We discuss where you are, what the numbers look like, and what good would look like for you. No obligation.
We review your current reporting, accounting setup, and financial data. We identify the gaps and build the baseline tools.
Your 13-week cash flow forecast goes live. Management accounts are produced. Your first finance review takes place.
Monthly rhythm of reporting, reviews, and commercial support. You always know where you stand, and what to do next.
Know where your cash is heading, before it becomes a problem
For project-based businesses that need tighter financial control, clearer visibility, and more confidence in the numbers behind decisions, without hiring internally.
Best for: Project-based businesses typically around £1m–£3m turnover that have outgrown basic bookkeeping. If £1,500/month is a sensible investment for your business, you're in range.
Bookkeeping, payroll, VAT returns, year-end accounts, and transactional processing remain with your existing bookkeeper or accountant.
Why 3 months? A 13-week forecast covers a quarter. You can't judge forward visibility in four weeks, and we'd rather not pretend you can.
Know which projects drive profit, and which quietly erode cash
For growing project-based businesses that need stronger commercial visibility, earlier warning signs around margin pressure, and better financial support for operational decisions.
Best for: Project-based businesses typically around £2m–£6m turnover managing growth, delivery pressure, hiring decisions, or inconsistent project profitability.
Bookkeeping, payroll, VAT returns, year-end accounts, and transactional processing remain with your existing providers.
Complex modelling, funding transactions, acquisitions, refinancing, and lender negotiations are scoped separately.
Why 3 months? A 13-week forecast covers a quarter. You can't judge forward visibility in four weeks, and we'd rather not pretend you can.
Stay ahead of cash pressure, delivery risk, and commercial decisions
For established project-based businesses that need stronger financial leadership, tighter operational oversight, and faster commercial decision support as complexity increases.
Best for: Project-based businesses typically around £5m–£10m turnover that need experienced financial leadership, stronger commercial oversight, and more proactive financial control as the business grows.
Bookkeeping, payroll, VAT returns, tax compliance, year-end accounts, and transactional processing remain with your existing providers.
Fundraising, acquisitions, refinancing, ERP implementation, automation builds, and major transformation projects are scoped separately.
Why 3 months? A 13-week forecast covers a quarter. You can't judge forward visibility in four weeks, and we'd rather not pretend you can.
A one-off, fixed-fee build. See exactly where your cash is heading over the next quarter before you commit to ongoing support.
One-off project · Delivered within 2 weeks · The model is yours to keep
What we need from you: access to your accounting software (Xero, Sage, or QuickBooks) and about 45 minutes of your time.
Credit: the full £950 is credited against any retainer started within 30 days.
A fixed-scope advisory project designed to identify weaknesses across reporting, cash flow visibility, project profitability, systems, and finance processes.
Advisory sprint: 4–6 weeks · Three fixed-price tiers · Technical implementation scoped separately
Note: Implementation, system rebuilds, and ongoing support are scoped separately. 50% of the Reset fee is credited against onboarding if a retainer begins within 30 days.
Not sure which fits? Use this to compare, then book a free call. We'll tell you honestly where to start.
| Feature | Clarity | Insight | Command |
|---|---|---|---|
| 13-week cash flow forecast | ✓ | ✓ | ✓ |
| Monthly management accounts | ✓ | ✓ | ✓ |
| Monthly tracking of key financial numbers | ✓ | ✓ | ✓ |
| Monthly finance review call | ✓ | ✓ | ✓ |
| Direct access during business hours | ✓ | ✓ | ✓ |
| Profitability & margin analysis | — | ✓ | ✓ |
| Decision modelling (up to 2/quarter) | — | ✓ | ✓ |
| Dedicated monthly commercial review | — | ✓ | ✓ |
| On-demand commercial modelling (up to 2/month) | — | — | ✓ |
| Weekly cash visibility | — | — | ✓ |
| Board / investor / lender pack | — | — | ✓ |
| Quarterly strategic finance review | — | — | ✓ |
| Priority access for urgent decisions | — | — | ✓ |
Straight answers to the questions we hear most often.
A fractional Finance Partner is an experienced finance professional who works with your business part-time, on a retainer basis, giving you Finance Partner-level thinking without the cost of a full-time hire.
Unlike a bookkeeper or accountant (who record and report what happened), a Finance Partner works alongside you to interpret your numbers, forecast ahead, and support commercial decisions. At Dorset Finance Partners, we focus specifically on cash flow, project margin, and forward visibility.
Your accountant looks backwards: filing your accounts, managing tax compliance, and reporting what happened in the last financial year. A Finance Partner looks forwards.
We work on the numbers that drive your decisions today: where your cash will be in 90 days, which projects are actually profitable, and whether a hiring decision makes commercial sense. We work alongside your existing accountant. We don't replace them.
Most of our clients sit between £1m and £10m turnover, but the real test is fit, not size: if you're making commercial decisions without forward cash visibility and the fees make sense for your business, we should talk. We don't work with pre-revenue start-ups.
No. We work with businesses across the UK. Delivery is primarily remote, using your existing accounting software and reporting tools. We meet face-to-face for onboarding and for monthly or quarterly review meetings when it matters.
Most clients start with Clarity or Insight. Clarity gives you a clear picture of your numbers and cash, including a rolling 13-week cash flow forecast, typically suited to businesses with £1m–£3m turnover. Insight goes further, adding project profitability analysis, decision modelling, and a dedicated monthly commercial review, better suited to businesses actively managing growth with £2m–£6m turnover.
We'll tell you honestly which tier fits your situation on the discovery call.
A 13-week cash flow forecast is a rolling, week-by-week projection of your cash position for the next quarter. It tracks expected receipts (customer payments, milestone payments) against expected outgoings (supplier costs, payroll, overheads) to show you exactly where your cash will be, and when.
For project-based businesses, where cash can be tied up in WIP and retention for months, this is often the single most valuable tool we build.
Subject to availability, we can typically begin within 2–4 weeks of signing. Onboarding involves a session to understand your business, your accounting setup, and your priorities. From there, we work remotely and deliver insight from month one.
The Finance Visibility Reset is a fixed-fee diagnostic sprint for businesses with unreliable numbers, spreadsheet chaos, or poor financial visibility. In 4–6 weeks we deliver three written outcomes: a Finance Function Diagnosis, an AI Leverage Audit (where technology can replace manual work), and a 90-Day Finance Plan with prioritised fixes ranked by cash impact.
Three tiers: Reset Lite £3,500 (£1m–£2m), Reset Standard £5,500 (£2m–£6m), Reset Deep £7,500 (£6m–£10m). Sign a retainer within 30 days and 50% of your Reset fee is credited against onboarding. Full details here.