Running a values-driven business doesn’t mean you have to put numbers on the backburner. When you’re preparing for growth, funding, or even selling your business, your financial setup needs to be just as strong as your mission.
When your numbers don’t truly reflect your business
Many purpose-led businesses come to us with exciting plans, but behind the scenes, the finances aren’t quite working. Systems might feel clunky, reports don’t tell the right story, and there’s a lingering worry: “Would an investor really understand this?”
That’s where we come in.
Small changes. Big impact
You don’t need a full finance department to feel in control. We help businesses get started with practical, manageable changes that make a big difference.
This might include:
- Streamlining your Xero setup
- Creating simple, easy to read reports
- Connecting tools so you aren’t duplicating work
These small wins help reduce stress and improve clarity, giving you the confidence to make decisions based on facts.
Lay the right foundations, whatever stage you’re at
Whether you’re just getting started or already backed by investors, your finance setup should grow with you.
For early-stage businesses, we focus on building strong financial habits from the get go. Designing a chart of accounts that works for your industry helps you to get better visibility over costs and profitability. And planning your cashflow eases one of the biggest stresses for small business owners.
For more established teams, we add structure and control. From standardised board-level reporting to consistent KPI tracking, we will help you to build and maintain robust monthly or quarterly routines.
Show them the full picture
Investors and stakeholders don’t just want to see your profit and loss, they want to understand the full financial picture. That means going beyond a simple P&L report. Your reporting should include a balance sheet, cashflow, and ideally, regular reporting against budget.
These elements help demonstrate that you’re not just reactive, but planning ahead, with systems in place to track performance, manage risk, and make informed decisions. When you can confidently walk through your numbers and explain the ‘why’ behind them, it demonstrates you know what you are doing.
Confidence that inspires others to believe in you
Investors want to believe in your numbers, but more importantly, you need to believe in them too. With tailored reporting and systems that reflect your business, you can feel more in control, more confident, and better prepared for what’s ahead.
One of our long-term clients, Spritz Marketing & PR Ltd, shared:
“We’ve been really impressed – not only with the accounting services Starfish provide, but their understanding of our business and ability to support our growth ambitions.”
A structured process, designed around your business
Getting investor-ready can feel daunting, but it doesn’t have to be. We take the time to understand what matters most to you, and create a structured, tailored approach that reflects your business values, not just a generic template!
Whether you’re six months or six years from your next big milestone, we help make the process feel manageable.
Start today, and make growth easier tomorrow
Getting the numbers right now will make every step forward smoother. You don’t have to wait for funding, exit talks or a critical moment to take action.
Get in touch to book a free discovery call with one of our expert accountants, and let’s start building a finance function that truly supports your mission.
