Phoenix Advisory provides advisory-led finance support to founder-led UK Ltd businesses. The strongest fit is multi-channel health optimisation brands; we also work selectively with professional services firms where the brief is right.
Engagements follow a deliberate sequence: Discovery Call, Diagnostic Review, fixed-fee projects where useful, and an ongoing retainer where it makes sense. Compliance services can sit alongside, where they help simplify the picture.
Every engagement is properly scoped before any commitment. The sequence is the same for everyone.
A free 30-minute conversation. Understand the business, the founder's goals, and the immediate financial pressures. Decide together whether to take a closer look.
Every wider engagement starts here. A focused, fixed-fee assessment of the business, covering profitability, cash flow, reporting, controls and operating rhythm, concluding with a written Diagnostic Report and a clear set of priorities.
Where useful, scoped pieces of work to put the foundations in place: management reporting and KPIs, 13-week cash flow forecasting, budget and forecast builds, pricing and margin work, finance process improvement.
Where it makes sense, an ongoing advisory retainer: senior finance partnership at the right level of involvement, from a steady monthly rhythm through to a more embedded Portfolio FD engagement.
Bookkeeping, VAT, payroll, annual accounts and corporation tax, provided where consolidating them with one team simplifies the picture for the founder. Compliance is offered as an enabler of better advisory work, not as the main event.
A fixed-fee strategic review and the structured entry point to any wider engagement. It exists for two reasons: to give you a clear outside view of the business, and to give us a substantive enough understanding to advise well on what should come next.
Best for: every founder considering ongoing support. The Diagnostic Review is intentionally the gateway to wider engagement.
Targeted, scoped pieces of work where the need is well-defined and a fixed-fee project is the right shape. Typical project types include:
Best for: defined finance priorities that need focused, senior input, often as the bridge between the Diagnostic Review and an ongoing retainer.
A monthly advisory retainer for founders who want senior finance partnership without hiring a full-time FD or CFO. The aim is straightforward: better visibility, better decisions, and a calmer rhythm to running the business.
Tiered to the level of involvement the business needs, from a lighter, steady-state monthly rhythm through to a more embedded Portfolio FD engagement with deeper Phase 1 setup work.
Best for: founder-led businesses outgrowing basic bookkeeping who want the judgement of an experienced FD or CFO without a permanent hire.
Where it helps, we also handle compliance: bookkeeping, VAT, payroll, annual accounts and corporation tax. Many founders find it simpler to have one team that understands the business end-to-end rather than coordinating an accountant, a bookkeeper and a separate finance adviser. Compliance is offered as an enabler of better advisory work, not as the main event.
We work in modern cloud finance environments such as Xero, Hubdoc and A2X, and apply AI thoughtfully where it lifts the quality and speed of analysis. The technology is in service of the judgement, not a substitute for it. The aim is the same as it always was: clearer numbers, faster, with less manual lift on the founder.
A free 30-minute Discovery Call. No obligation, no sales pressure.