——— About
Practical finance leadership for SMEs that want better control.
Outline Finance was created to help growing businesses get clearer numbers, stronger cashflow visibility, and calmer finance operations without needing to build a full in-house senior finance team.
It is best suited to founder-led businesses that have outgrown basic finance processes and need better visibility, stronger reporting, and a calmer way to manage finance.
——— Who it helps
The service is especially relevant where the value of the business depends on people, projects, contracts, recurring revenue, margins, utilisation, cash timing, or operational discipline.
Particularly suited to service-led SMEs.
Agencies
Better visibility over projects, margins, cash, and hiring decisions.
MSPs and IT service providers
Recurring revenue businesses that need better reporting around contracts, licences, support work, project margins, and cash timing.
Consultancies
Clearer numbers, useful KPIs, and better decision support.
Professional services
Management reporting, cashflow visibility, and practical finance support beyond compliance.
Early-stage businesses
Where the finance basics need to be established, documented, and made reliable.
Founder-led SMEs
Owners who want finance to become calmer, clearer, and more useful.
——— Founder-led
Built from real finance function experience.
Outline Finance is led by Peter Rek, an FCCA chartered accountant and SME finance leader with hands-on experience improving reporting, cashflow visibility, systems, controls, and finance processes inside growing businesses.
That experience shapes the way Outline Finance works: practical, commercially aware, process-minded, and focused on making finance genuinely useful to the people running the business.
——— Fit
A good fit when finance needs to become more useful
The best results come when a business wants finance to become clearer, more reliable, and more useful for decisions — not just cheaper to administer.
This is usually a good fit if you:
- have outgrown basic bookkeeping
- need better monthly numbers, not just year-end accounts
- want clearer visibility over cashflow and upcoming decisions
- feel finance has become too reactive or dependent on chasing
- need better routines, controls, responsibilities, and reporting
- want senior finance support without hiring a full-time finance leader
- value practical improvement, not just reports for the file
This is probably not the right fit if you:
- only want the cheapest possible bookkeeping
- only need year-end accounts and tax returns
- are not ready to improve how finance works
- want a one-off software implementation with no wider finance support
- need formal audit, legal advice, or complex tax advice directly from Outline Finance
- are not yet ready to provide the access, information, and involvement needed to improve finance properly
If you are unsure, the free initial call is designed to work out whether the Finance Clarity Review is the right next step.