C crystal-battery
Learning programs

Financial management services designed for Liverpool teams.

Choose from structured workshops, ongoing coaching, and leadership briefings. Every service is tailored to your goals and delivered with practical templates.

Service promise

Clear next steps, consistent follow-through, and a focus on foundational finance skills.

Core services

Financial foundations workshop

A half-day workshop covering budgeting, cash flow, and reporting essentials.

£850 per session

Cash flow coaching series

Six weekly sessions focused on forecasting, risk flags, and action plans.

£1,450 for six sessions

Leadership finance briefings

Monthly briefings that keep directors aligned on performance decisions.

£420 per briefing

Budget reset intensive

A structured review of cost centers with practical budgeting templates.

£1,200 per intensive

Finance onboarding for new managers

Two-part onboarding that gives managers confidence with metrics.

£620 per manager cohort

Quarterly planning studio

A collaborative planning session for the next quarter’s priorities.

£980 per planning cycle

Service benefits

Our services are designed to make finance feel actionable. Teams leave with shared language, improved forecasting, and the confidence to make faster decisions.

Clear budgeting rhythm Leadership alignment Practical tools Reduced financial stress

Ideal for

  • Leadership teams seeking clearer financial narratives.
  • Managers stepping into budget responsibility.
  • Growing businesses navigating seasonal revenue cycles.

Service comparison

Workshops Best for teams needing shared foundations and a common language.
Coaching series Ideal when you want accountability and steady improvement over time.
Leadership briefings Designed for fast decision-making and board-ready updates.

Our process

Discovery

We review your current reporting tools and key decision points.

Delivery

Sessions are interactive, practical, and tied to real data.

Follow-through

We provide templates, notes, and a clear action plan.

Service FAQ

Yes. We work onsite across the city and can blend in-person sessions with remote follow-ups.

Every template is adapted to your reporting cycle and team structure so it stays usable long after the sessions.

We work with leadership groups of three to fifteen people and can coordinate larger cohorts by splitting sessions.