Vista Vantage · Your business, elevated

The detailed financial leadership your business needs to grow with confidence.

Growing an SME is difficult when your finances feel disconnected — where high-level strategy often lacks the operational data to make it real, and daily cash flow management doesn't have a clear path to long-term growth. Vista Vantage bridges that gap.

We deliver

A finance function as disciplined in execution as it is visionary in planning

Strategic Oversight

We act as your Finance Director to steer long-term growth, manage risk, and optimise your capital structure — the big-picture ideas, backed by real numbers.

Operational Rigour

We provide deep analytical insights to sharpen margins, eliminate waste, and maintain absolute control over your daily cash flow — the on-the-ground execution.

Choosing the right fit

Three ways to work together

Start with a standalone diagnostic, step into ongoing operational control, or bring in a full fractional Finance Director — each tier builds on the one before it.

On fees: every engagement is scoped and quoted individually, so the fee reflects your turnover, complexity and the cadence you actually need. A short introductory call is all it takes to get a firm number.

OfferBest forCommitmentFee basis
Financial Health Check A one-off, independent view of your numbers — no ongoing relationship assumed None — standalone Fixed fee, quoted on enquiry
Operational Rigour Retainer Ongoing monthly financial control and cash-flow discipline Rolling monthly Monthly retainer, quoted on enquiry
Fractional FD — Growth Partner A full Finance Director: strategy, risk and capital, alongside operational control Rolling, 2 days/month min. Monthly retainer, quoted on enquiry
Offer 1

Financial Health Check — Diagnostic Sprint

An independent, expert view of your numbers — no ongoing commitment required. For businesses that want a clear, professional read on their financial health with no assumption of an ongoing relationship — around a sale, investment round, difficult year, major hire, or as an annual check-up.

What's included

  • Structured review of management information, cash position and cost base
  • Cash-flow model built from your actual numbers
  • Written findings report in plain English
  • 90-day action plan, prioritised and specific
  • Findings walkthrough call

How it works

1

Kick-off & data gathering — Week 1

Scoping call; you share management accounts, bank/cash data, existing reporting.

2

Analysis & modelling — Weeks 1–3

Health check performed, cash-flow model built, findings & action plan drafted.

3

Findings walkthrough — Final week

Report delivered and talked through live.

Health Check
Day-to-day financial health: cash, margin, control
Fixed fee2–3 weeks · quoted on enquiry
  • Full diagnostic sprint as above
Request a quote
Not included: implementation of recommendations; ongoing reporting/cash management/board support (that's the Operational Rigour Retainer or Growth Partner FD); statutory accounts, audit or tax filing. No obligation to continue — if you proceed into a retainer within 30 days of the findings walkthrough, the fee paid is credited in full against your first month.
Offer 2

Operational Rigour Retainer

Monthly financial control and cash-flow discipline for growing businesses. For businesses that have outgrown a bookkeeper and a spreadsheet but aren't yet ready for a full Finance Director — dependable, month-in-month-out control on a fixed monthly fee.

What's included

  • Monthly management accounts with plain-English variance commentary
  • 13-week rolling cash-flow forecast, refreshed on your package's cadence
  • KPI dashboard built around your business
  • Margin and cost-base review
  • Scheduled monthly review call with your dedicated advisor
  • Direct access between calls for urgent cash/finance questions

Cadence

FrequencyWhat happens
Weekly / fortnightly*Cash position reviewed, 13-week forecast refreshed
MonthlyManagement accounts closed & issued, dashboard updated, review call
QuarterlyDeeper margin/cost review, package fit check-in

*Refresh frequency depends on package.

Essential
Up to £1.5m turnover
Monthly retainerFortnightly cash refresh
  • Monthly accounts & review call
  • KPI dashboard
Request a quote
Scale
£5m–£10m+ turnover
Monthly retainerAll of Growth, plus more
  • Multi-department reporting
  • Priority support
Request a quote
Getting started: opens with a Diagnostic Sprint (financial health check, cash-flow model, 90-day action plan; 2–3 weeks, fixed fee) to baseline and right-size your package. The diagnostic fee is credited in full against your first month if you proceed within 30 days. No long tie-in — 30 days' notice either way.
Offer 3

Fractional FD — Growth Partner

Your outsourced Finance Director for strategy, risk and capital. For businesses with real momentum whose big financial decisions — funding, pricing strategy, capital structure — need someone who has sat in the FD seat before.

What's included

  • Full financial control foundation of the Operational Rigour Retainer
  • Board-ready reporting pack, prepared and presented
  • Capital structure and funding advice (debt, equity, working capital facilities)
  • Scenario planning and strategic decision support
  • Risk management oversight
  • Representation with banks, lenders or investors
  • Quarterly strategic review with your leadership team

Methodology

1

Diagnose — Weeks 1–2

Financial health check, baseline, scope agreed.

2

Design — Weeks 2–4

Reporting pack/dashboard built, cadence signed off.

3

Embed — Months 2–3

Cadence runs in earnest, refined.

4

Sustain & Grow — Ongoing

Steady-state delivery, quarterly scope review.

Growth Partner
2 days/month · quarterly board input
Monthly retainerStrategic sounding board
  • Quarterly board input
Request a quote
Strategic FD
8 days/month · hands-on FD
Monthly retainerWeekly cadence
  • All Operational Rigour deliverables bundled
Request a quote

Packages are priced on an agreed day rate. Bespoke day counts (e.g. 3 or 6 days/month) quoted on request.

Getting started: opens with a Diagnostic Sprint scoped for strategic/investor-readiness ground (financial health check, cash-flow model, capital-structure & investor-readiness review, 90-day strategic plan; 3–4 weeks, fixed fee). Because an FD relationship needs time to earn its value, engagements open with an initial 3-month term, then continue rolling monthly with 30 days' notice.
The pathway

How the three offers work together

1

Start with a Health Check

An independent diagnostic, with no obligation to continue.

2

Choose your path

Move into Operational Rigour or Growth Partner FD — or stop there.

3

Fee credited

Diagnostic fee credited in full against your first month if taken up within 30 days.

4

Or start directly

Either retainer can also be entered directly, without a standalone diagnostic first.

Take control of your growth.

Partner with Vista Vantage — get in touch to discuss which tier fits where you are today.

Get in touch