BUSINESS PERFORMANCE ADVISOR FOR OWNER-MANAGED BUSINESSES
You’ll deal directly with me, no departments, handovers or sales pressure.
You know your work inside out. But when a decision feels difficult, the numbers are unclear, or performance isn’t quite where you expected, it helps to have someone independent across the table.
I bring financial understanding, commercial thinking and a practical outside perspective — so you can see what matters, ask better questions and decide what to do next.
A SIMPLE WAY TO START
You’re working harder than ever, but the money doesn’t seem to be following. If you keep wondering where the cash is going, what’s really driving profit, or what to do next, there’s a practical place to start.
WHO THIS IS FOR
Owner-managed SMEs, especially businesses without a large internal finance team — and owners who want an experienced, independent sounding board.
01
A GOOD PLACE TO START
One-Page Business Performance Review
You’re busy, sales are coming in, but you can’t quite see where the cash is going. I’ll turn the numbers into a clear picture of what’s earning, draining and needing attention.
02
Business Strategy Session
You’ve got a decision circling — hire, invest, raise prices or change direction — and you need space to think it through before you commit.
03
Business Health Check
The business is moving, but it feels harder than it should. I’ll step back and pinpoint what is strengthening cash, profit and resilience — and what isn’t.
04
Ongoing Business Reviews
You don’t want to only look at the numbers when something goes wrong. Regular reviews keep you clear on what’s changing and what deserves a decision.
05
Strategic Advisory Partnership
For when you need someone who knows the business well enough to challenge your thinking, spot what you’re missing and help you stay ahead.
HOW I WORK
My job isn’t to create reports that sit in a folder. It’s to help you understand business performance, weigh up your options and make a confident next move.
01
Plain English — clear explanations of what the information actually means.
02
Independent perspective — constructive challenge when you need another view.
03
Personal service — you work directly with me, every time.
04
Technology with human judgement — I use smart tools to work efficiently, then apply experience and context to turn information into useful advice.
ABOUT DAVID
I’m David (or Dave), an accountant with around 10 years’ experience progressing from junior finance roles into senior management. I also hold a Law degree and a Master’s degree in Finance and Accounting.
I started advising businesses because I enjoy turning complicated financial and commercial information into a useful, honest conversation. I’m not building a large consultancy — I want to remain the person clients know, trust and can call when they need a clear perspective.
01
I already have an accountant. Why would I need a business advisor?
An accountant can help ensure the numbers are correct. I help you understand what those numbers mean for the business and what you might want to do next.
02
Do I need a finance department or a large business?
No. I work with owner-managed businesses that want a clearer view of their performance and someone independent to talk things through with.
03
Can I just book a one-off session?
Absolutely. A focused strategy session is designed for exactly that — a confidential conversation about an idea, concern or decision.
04
How confidential is my business information?
It is treated professionally and confidentially. Good advice depends on a relationship where you can speak openly.
A BRIEF FIRST CONVERSATION
Share what’s on your mind and I’ll listen, ask a few useful questions, and let you know whether I think I can help. There’s no pressure to proceed.
Arrange an initial conversation
Based in the UK · Supporting owner-managed businesses remotely and in person
© 2026 David Arnell