Business Advisory & Business Planning Service

For Ambitious Businesses That Want to Plan Better, Grow Faster & Sleep Easier

A Business Advisory Service that Builds your Business

If you’re spinning plates, reacting to the latest crisis, or waking up at 3am wondering if you’ve got enough cash to pay suppliers – this is your sign to stop firefighting and start planning.

At Logical BI, we offer hands-on Business Advisory and Business Planning Services that bring structure to your chaos and clarity to your cash flow. Whether you’re scaling up, stuck in a rut, or just sick of guessing your way through the numbers – we help you shift from reactive to proactive.

Because when you understand where your money is going (and how to make more of it), business feels a whole lot easier.

The Business Planning Package: Built Around You

This isn’t one of those generic business plan templates that gets shoved in a drawer. This is strategic, tailored, and actionable.

We help you:

All delivered with no-nonsense advice and a user-friendly spreadsheet or software solution you’ll actually want to open.

Here’s what it might include:

Cash Management Services & Forecasting

Our cash management and forecasting support gives you clarity and confidence in your financial future. We’ll help you understand where your money is coming from and indeed – where it’s going! You can therefore plan proactively – not reactively. This includes building detailed, rolling cash flow forecasts, identifying timing gaps, modelling “what if” scenarios, and aligning your financial plan with business goals. Whether you’re navigating growth, managing seasonality, or preparing for investment, we’ll equip you with the insights to make informed decisions and sleep better at night.

Financial Health Check

We take a deep dive into your profit and loss, balance sheet, working capital, and margins to assess the overall health of your business. This review can be extended to include your reporting setup, financial processes, and systems – giving you a clear picture of what’s working and what’s not. Then we show you exactly how to fix the issues, spot opportunities for growth, and unlock hidden cash within the business. Yes, really – there’s often more in there than you think.

Business Planning (That Actually Makes Sense)

We’ll help you build a business plan that’s rooted in reality. In other words, one that connects your goals with your finances and day-to-day operations. No fluff, no corporate jargon – just a practical, commercial roadmap that guides smarter decisions and drives results. Whether you’re aiming for growth, stability, or something in between, we’ll make sure the numbers back the vision and the actions get you there.

Scenario Planning & What-Ifs

Thinking of hiring, launching a new offer, or expanding into a product line or a new region? We help you make those big decisions with confidence. In fact, by building tailored models and forecasts, we show you exactly how each scenario could impact your cash flow, profit, and overall financial health. It’s all about seeing the risks, rewards, and ripple effects – before you commit.

Streamlined Processes That Actually Save Time

We take a close look at your entire cash cycle – from quote to invoice, and purchase order to payment. We do this to spot inefficiencies and plug the leaks. Whether it’s clunky systems, manual workarounds, or bottlenecks in your process, we’ll help streamline it all. The result? Faster, smoother operations where your systems support growth instead of getting in the way.

The Logical BI Proven Process for Business Clarity

You don’t need to do it all alone. Pauline brings a proven process to help you create more profit, gain financial control, and reduce stress.

Step 1: Business Deep-Dive

We get under the bonnet of your business. You’ll walk away with a clear understanding of where your finances stand right now and what’s possible looking ahead.

Step 2: Profit & Cash Flow Planning

We build a 12-month cash flow forecast and business plan that helps you make smarter decisions. No fluff. Just strategy, numbers, and a plan you can trust.

Step 3: Ongoing Support (if you want it)

Need help implementing it all? We’ve got you. Our business advisory support continues quarterly or monthly, depending on what you need.

Because Profit Isn’t Just a Line on a Spreadsheet

It’s what pays your team.
It’s what supports your family.
And it’s what lets you take a holiday without your laptop glued to your side.

That’s why everything we do at Logical BI is built around helping you keep more of the money you make – and use it to create a business that’s sustainable, scalable, and actually fun to run.

See what our clients are saying:

“Thanks to the help and support of Pauline I am proudly off the ‘NAUGHTY STEP’ Costs are being Controlled Turnover has Grown Profits are Up. It’s a big step having a full financial ‘Health Check’ for your business but for me and Foyne Jones it’s already made all the difference.”

Peter Jones, Foyne Jones Limited

“Everything I needed and so much more than I hoped for at the same time!I have a complex business. Several clients with multiple programmes and cohorts all running at once. I’d completely lost my way with tracking what comes in and out.

Pauline understood my needs immediately and created something to track and understand everything in a way that’s easy to understand.This may be the first time in my life I am excited to work with a spreadsheet!”

Jennifer Tarjanyi

Why Work with Logical BI?

Because your business deserves more than templated advice and surface-level planning.

Pauline brings over 25 years of experience in financial strategy, operations, and planning – plus deep knowledge of the supply chain, pricing, and cash flow issues that most advisors skip over.

You’ll get:

Commercial advice grounded in experience
A clear plan for growth (not just a report)
Confidence in your cash flow and decision-making

Most importantly, you’ll feel like you’ve got someone in your corner who actually gets what it’s like to run a business – and has the tools to help you do it better.

Whether you’re after full Business Advisory support or a one-off Business Planning Service, we’ll get you on the path to more profit, less stress, and a stronger business foundation.

We offer many different CFO services including business finance consulting and cash flow forecasting & management.

Our specialty lies within the manufacturing & distribution industry and are pleased to offer manufacturing and operations consulting as a CFO retainer service.