Our process

How We Work

A clear six-step engagement — from first conversation to quarterly strategic reviews — so you always know what happens next.

Six clear steps

From first call to ongoing partnership

01

Initial conversation

We start with a focused conversation about your business, goals, current finance setup and what good support would look like for you.

02

Financial health assessment

We review your numbers, systems and reporting gaps to understand performance, risks and where clearer insight will create the most value.

03

Clear proposal

You receive a straightforward proposal with scope, fixed fees where possible and a recommended approach matched to your needs.

04

Implementation

We set up access, processes and reporting so your finance support is live quickly — with clear ownership and a practical onboarding plan.

05

Ongoing support

Day-to-day accountancy, tax and finance support continues with direct access to a team that knows your business.

06

Quarterly strategic reviews

Regular reviews keep the numbers connected to strategy — performance, cash, priorities and the decisions that matter next.

Ready to take the first step?

Book an initial conversation with GBFC — no obligation, just a clear discussion about your business.

Book a Consultation

No obligation. Just a conversation.