Finance and Strategic Support for businesses ready for profitable growth

You know where you want to be. We know how to make it happen.

Financial Planning and Accounting Services with a difference.

Whether you are launching a new product or service, require financial planning and strategy, or simply wish to protect your profits; Logical BI Limited helps you get your most important business decisions right the first time and every time.

We are your financial peace of mind. Those people who shamelessly get excited about numbers, savings and data. You’ll enjoy a thorough financial MOT and strategic advice in plain English. We will even roll up our sleeves and help you get the job done.

But numbers and forecasts are just the beginning. Our friendly, flexible CFO/part-time Finance Director services are saving our clients millions of pounds and helping them sleep soundly at night.


“78% of small businesses fail without a well-developed business plan…”

There is a (big) reason why the fortune 500 companies and leading brands have a CFO and an airtight financial strategy. We have a strategic eye on all elements of your business and its future growth. We deploy the latest software, upskill and train your staff, streamline your processes and help you expand into new markets. With a laser focus on revenue generation, your part-time FD/CFO will invariably have reduced costs and improved cash flow and profits within a matter of months.

We would love to share a discovery call to understand your wider plans. Understanding your business and lifestyle goals will help us tailor some initial high-impact advice. 

Part time finance director

Why work with Logical BI?

Growing too fast or too slow?

If you’ve outgrown your finance department, they’re probably under-skilled and overworked. So let us come and take the weight, with all the latest strategies and software to get your MI reports, forecasts, and systems up to speed. We can also train and upskill your teams along the way.

No grip on your finances?

If you feel lost in the numbers, you’re not alone. With our analysis, you’ll have accurate data, the confidence to make better decisions, and the headspace for those lightbulb moments that improve your employee, customer and supplier experiences.

Cash flow problems?

Are you short of cash, stuck in harsh contracts, or feeling the pinch of an inefficient supply chain? Pinpointing and fixing problems fast is the only way to get a handle on your cash. And you’ll end up with a more robust operation that evolves as your business grows.

Business feels too complex?

Simplifying your processes is often all it takes to make your business much more cash and time efficient. And because we’re not just about finance, we can improve your supply chain performance and, if you’re interested, look into international business opportunities too.

Business Growth and Planning Packages

On-going finanical support

Get the expertise you need precisely when you need it. With Finance Director retainers available from one day a month, we are budget and business friendly.

Kick-start or reset Finance Director package

Obtain a focused four month FD package for your business.  Cash, profit, scenario modelling, accountability and so much more to ensure your business has the resilience to succeed.

One-off business planning

Get your launch, project, profit, and calculations right. Hire us to plan your business projects and pour over every detail to perfection.

Finance training

Is it time to upskill and advance your team? Our corporate finance training is tailored to your business and goals. Say hello to productive, profitable, progress together.

Annual accounting packages

HMRC ready and not a headache in sight! Choose from a range of bespoke business accounting packages to suit your needs.

Some of the Industries we love to work with;

You’re full of ideas, shaping change and supporting your staff. But it’s important to look after your business (and yourself) in the process. An issue we hear a lot is too much time spent in the business and not enough time spent on the business. With proper business planning and smart accounting, you can look forward to more time for both you, your business and your clients. Think maximum profits, taxable benefits and an income that doesn’t involve working all hours.

Learn More about Accounting for Coaching Businesses & Consultants

Consultants, Coaches & Creatives

A manufacturing business plan, cost optimisation and cost reduction strategies ensure your best assets don’t become your biggest liabilities. With a breadth of experience in domestic and overseas manufacturing, including end-to-end supply chain, imports, exports, suppliers, compliance and quality control; I keep an eagle eye on your manufacturing operation and know exactly what questions to ask and improvements to make.

Manufacturing Businesses

Your logistics and distribution financial plan will yield a return on investment like no other. Widely renowned as being the source of significant loss and waste, your supply chain is critical to your success, and it just so happens we are highly experienced at helping. Warehousing, logistics and end-to-end supply chain knowledge are wound tightly into your financial strategy and forecasts so that you hold a positive cash flow balance and can enjoy a restful night’s sleep. That’s right. We said it. We are not all about the money. Logical BI is about balance. Yours. Your businesses. Your books. Are you ready to benefit from more than 25 years of business finance leadership and start enjoying your business and stronger results?

Distribution and Logistics
David Jones Ld Larder Retail

Excellent service very professional. The service provided streamlined our operations and was very cost effective helping to increase our revenue streams.

Rob Evans Plumber

I moved my annual accounting requirements over to Pauline to gain all round business support and financial clarity throughout the year. Pauline has already saved me a great amount of tax explaining what allowable expenses I can put through the business and we are now forecasting to transition from a Sole Trader to a Limited Company. I can’t believe the time saved too with moving onto Xero, the training was clear and straightforward and she is always prompt in answering any queries I may have. I have gained more income from my business whilst reducing the time I spend on paperwork. Thank you Pauline!

Peace Wellbeing Retreat UK

I can’t speak highly enough about Pauline’s dedication to working with us - our community housing cooperative could not have managed to pull together such a complex business plan, including a ten year forecast, without her attention to detail and how amazing she is in helping us bring all our creative talents together in one plan! Thank you SO much, without you we would not have gotten started let alone be about to secure our forever home [retreat]!

Stella Harper Stella Sansom Harper PT

Pauline has shown me how to take my business to the next level. I was completely stuck, I knew the end goal but wasn't sure how to get there, how to find a supplier, how to approach them, what sort of package I could expect and what I should put into place to ensure that my investment is a good one.

Andrew Hops Electrician

I have a good head for numbers but needed some guidance on creating a business plan with financial forecasts to gain funding to scale up my business.  Sure, I could have googled or accessed free government-funded business support but it would have taken time with possible confusion from google or delay with free support.

Featured Videos

Supporting your business finances, how a part-time or portfolio finance director can provide you with more freedom and flexibility.

Latest News

The latest news and articles are here or can be read in full on our blog page. We update our website regularly therefore we recommend frequently returning to get the latest information to help your business thrive.

How to Analyse Your Business’ Financial Position

How to Analyse Your Business’ Financial Position

Keeping a close eye on your company’s financials is essential in planning a business strategy. Every company should pay attention to its current financial state. It can be of immeasurable value for future business ventures and financial projections. Not to mention serve as an orientation point when deciding on the direction in which the company […]

Top Eight Tips for Accurate Cash Flow Forecasting

Top Eight Tips for Accurate Cash Flow Forecasting

Do you want to know how your business and cash will perform in the future? Apply the following methods to improve your cash forecasting. Forecasting your company’s cash flow helps minimise potential risks and indicate if the company is in a position to go after opportunities and grow. Correct cash flow management is a given. […]

Four Tips for Improving Your Decision Making Process

Four Tips for Improving Your Decision Making Process

Making the best choice for your business can often prove challenging. Luckily, there are ways to make your decision making skills better. People who can make the right decision at a moment’s notice are always well-respected among their peers. It might seem like this ability comes naturally. But in reality, it’s a skill you can […]