Services / Your Finance Friend
Your Finance FriendNot doing your books -
but genuinely in your corner.
Sometimes you don't need someone to take over your finances. You need someone who knows what they're looking at.
Someone to tell you honestly whether things are in good shape. Someone to support the person managing your books without taking over. Someone to help you think clearly about where your business is heading. That's what Your Finance Friend is. Four services - each for a different situation, all built around the same idea: that having the right financial expertise in your corner is valuable whether or not Numerarti is managing your day-to-day accounts.
For self-managing business owners who want a professional eye - periodically, or when it matters.
A periodic review of your books and your business. Are things in good shape? What are the numbers actually telling you? Taking Stock gives you an honest, plain English picture - and a clear sense of what, if anything, needs attention.
For self-managing business owners who want to know they're on track - whether that's once a year, twice a year, or whenever something doesn't feel quite right.
For businesses and organisations where someone else manages the books - and where proper oversight makes all the difference.
A three-way ongoing arrangement - Numerarti sits quietly in the background, keeping an expert eye on the finances, supporting whoever manages the day-to-day, and reporting the financial picture to you in plain English.
For business owners where someone close to them - a partner, family member, or trusted colleague - handles the books. Everyone benefits: you get the insight, and the person managing your finances gets proper support and someone expert to turn to.
The same arrangement at organisational scale. Numerarti supports the person managing the finances internally and produces a formal governance report for the board or committee - so trustees and decision makers get a clear, reliable financial picture without it all depending on one person to produce it alone.
For small charities, CICs, and community organisations where the board needs proper financial oversight and the internal finance person needs expert support to deliver it.
For any business owner who wants to think clearly about where their business is heading - whether you're a Numerarti client or not.
A structured advisory session about the health, direction, and resilience of your business. Not a review of your books - a proper conversation about your business. You leave with Your Business Picture and a clear record of actions and next steps.
Available to anyone - Numerarti client or not. No books required. Just a business and a willingness to think honestly about it.
No pressure. Just honest paths.
Taking Stock sometimes surfaces that things need sorting - Catching Up is there when that happens. In Your Corner sometimes grows into Your Finance Function when the business outgrows its bookkeeper. The Business Sense Check sometimes surfaces a need for more ongoing support. And sometimes it doesn't - a single session is a perfectly good place to stop.
Every service here is valid on its own terms. Progression happens when it makes sense, not by design.
Not sure which one is right for you?
Use the Find Your Fit tool →