Work with David
Thirty years of business numbers. Yours for an hour.
I'm David Rawlinson — director here at Concorde, FMAAT, and thirty years into helping owner-managed businesses make better decisions. These sessions are not coaching and they're not a sales pitch. You bring your numbers; I tell you plainly what I see, what it's costing you, and what I'd do next — the same judgement our clients get, packaged so any business owner can book it.
Every paid session ends with a written, branded report you can act on — built fast and sharp with the best tools available, checked and signed off by me.
Choose your starting point
Four ways in — from a free chat to a fractional FD
Discovery Call
Not sure which session fits? Ten minutes on the phone with me — you describe the situation, I tell you honestly which option (if any) is worth your money. No documents, no obligation.
Book a free callBusiness Numbers Review
A paid diagnostic. Send me your last accounts and recent Xero reports; I'll come prepared. You leave knowing your three biggest issues and the three actions to take — followed by a short written report of the findings, each with the £ impact and a deadline.
Book a reviewProfit Improvement Session
The flagship. I analyse a full year of your numbers before we meet — margins, overheads, customers, cash cycle — and we spend the session on 3–5 profit opportunities, each sized in £ per year. You get a written Profit Improvement Plan with a 90-day action plan and KPIs, plus a 30-day check-in.
Book the sessionFractional FD
A finance director's eye on your business every month, without the salary. Management accounts, plain-English commentary, and a monthly call — someone watching the numbers with you, not just reporting them. Retainers start with a conversation.
Start with a free callFractional FD
Three levels, one principle: you always know where you stand
Core
- Monthly management accounts pack — P&L, balance sheet, cash summary, debtor and creditor exceptions
- One-page commentary: the three things that moved and why, one risk, one recommendation — readable in two minutes
- 30-minute monthly call with agenda and action note
Growth
- Everything in Core
- KPI dashboard — 6–8 agreed measures with trend and status at a glance
- Rolling cashflow forecast, refreshed monthly
Board
- Everything in Growth
- Quarterly deep-dive: the quarter in review, forecast vs actual, and one strategic topic analysed with a recommendation
- Attendance at one board or management meeting per quarter
Not sure which band fits? That's what the free discovery call is for — ten minutes and I'll tell you straight, including if a retainer isn't right for you yet.
Before you book
Questions people ask
What happens after I book?
What if I don't use Xero?
Do I have to be a Concorde client?
What's your reschedule policy?
Advisory sessions provide management information and business advice. They are not an audit and not regulated financial or investment advice. Concorde Company Solutions Limited is an accountancy practice; David Rawlinson FMAAT AATQB.