Plan growth you can support.
Test pricing, hiring and capacity plans against their effect on profit and cash. Compare the upside with slower sales or later customer payments.
Finance director support for business owners
Understand your numbers.
Plan your next move.
Work directly with a financial consultant to plan growth, improve profitability and assess what your business can afford. Personal analysis, practical advice and a monthly meeting to decide what comes next.
For owners who need regular financial advice but cannot justify hiring a full-time finance director.
The support behind your next decision
Your next stage of growth.
A clearer financial plan.
A financial consultant reviews your figures and meets with you each month. Together, turn the analysis into practical decisions.
- Personal analysis and a monthly report
- A monthly meeting with your adviser
- Client portal access with dashboards and KPIs
Make informed decisions.
Work through the decision with your financial consultant. Together, investigate the relevant figures, compare realistic options and assess the assumptions, trade-offs and risks.
Find where profit is being lost.
Investigate pricing, delivery costs and overheads. Where the records support it, look at customer or project profitability to identify what is diluting your margin.
Understand what cash you can commit.
Build a dated cash forecast around expected receipts, suppliers, payroll, tax and debt payments. Test the proposed spend against a cash buffer and slower collections.
Between your meetings
The advice stays
close to the evidence.
Your client portal keeps reports, supporting figures, scenarios and questions together. Return to what you discussed and bring the next question to your adviser.
Explore the supporting workspaceSynthetic companyIllustration of the client workspace
Your monthly review
September 2026 at a glance
Sales£412,600vs Aug 26 £23,700 (6.1%)
Gross margin41.2%vs Aug 26 3.6 % points
Operating profit£38,400vs Aug 26 £13,700 (26.3%)
Cash at month end£286,300vs Aug 26 £15,500 (5.1%)
September was a busy month that made less money. Sales rose by £23,700 to £412,600, but operating profit fell by £13,700 to £38,400.
Questions, answered
Who will I be speaking to?
You work directly with a financial consultant. The same adviser prepares your analysis, provides recommendations and meets with you each month to discuss your business and decisions.
Is this right for my business?
Inari is for owners who need regular financial advice and closer oversight but cannot justify a full-time finance director. It is particularly useful when growth, hiring, pricing or cash commitments need more financial attention. We discuss your needs and the available data before agreeing the work.
What do I receive each month?
Personal analysis, a monthly financial report and a meeting with your adviser to work through the findings and agree next steps. Forecast updates, detailed investigations and support between meetings are agreed around your business.
How is the service priced?
We agree a service fee for the work and level of support you need. It costs considerably less than a full-time finance director or head of finance, although it does not claim the same scope as a full-time role. Scope, responsibilities and delivery arrangements are clear before we begin.
Does Inari replace my existing accountant?
We work alongside your existing accounting arrangements. The service focuses on management accounting, financial oversight and advice for business decisions. Bookkeeping, payroll, statutory accounts and tax filings remain with your existing providers unless separately agreed.
What part does the technology play?
It helps organise data, check calculations and explore scenarios. Your adviser investigates the findings and provides the advice. Your portal keeps the reports, supporting figures and questions available between meetings. Your team uses the same client portal, with appropriate access permissions.
Can you link to my accounting software?
We confirm your software and connection availability during setup. Supported connections automate imports where enabled. Mapped Profit & Loss, Balance Sheet and aged-balance exports are also supported, so a direct connection is not essential.
Can you tell me what the business can afford?
We assess cash headroom using expected receipts, committed payments, your chosen cash buffer and alternative scenarios. We explain the conditions and risks behind the assessment. Affordability depends on those assumptions and the information available, so a forecast is revisited as circumstances change.
Want to discuss your business? Talk to Inari →