Before you bring in investors, expand your team, or scale to the next level...
are your numbers ready to be seen?Most growing SMEs and Non-Profits can’t confidently show their books to anyone who knows what they’re looking at. Systems held together with spreadsheets and hope. Three different tools that don’t talk to each other. Everything “in someone’s head.”
 I fix that before the scrutiny happens.
Your business has grown faster than your systems can handle.
Data is everywhere: spreadsheets, different tools, someone’s head. You can’t make confident decisions because you don’t trust what you’re looking at.
Sound familiar?
Most bookkeepers and accountants won’t help with this. They want clean data coming in, not messy reality. They’re also laser-focused on one portion of your data; you know you need the bigger picture. And you’re not big enough to hire a full-time data analyst yet.
That’s where I come in.
I work with growing SMEs whose systems are breaking under the weight of their own success. I pull everything together and give you clarity: custom dashboards, automated reports, scenario planning… whatever you need to make data-informed decisions without losing sleep.
One example: I helped a small charity go from “everything’s in Pam’s head” to quadrupling their turnover in 4 years. They went from struggling with just 3 trustees to a full board of 13. Because they could finally speak confidently about what they were doing, they were able to attract time and money to their cause.
I help you answer questions like:
- Should we book this event or will it lose money?
- When should we hire (or should we restructure instead)?
- Which clients are profitable and which are costing us?
- Where’s our money actually going?
- Where’s our profit actually coming from?
I take a holistic view.
Sometimes the most important things are unquantifiable, and I keep you and your team (the humans) in mind when making recommendations.
Your data is there to inform your decisions, not dictate them.
If your systems are held together with spreadsheets and hope, you probably need a Sara-Jayne.
Hi, I’m Sara-Jayne!
I want to help charities, CICs, and small and medium businesses thrive because I believe the world is a better place with more of them and fewer mega corporations.
Cut me in half, and you’ll see numbers straight through. My degree is in mathematics, so I have a deep understanding of numbers and how to harness them to make business easier. I am also studying data science, and am a qualified bookkeeper. My focus is on helping you understand what’s working and what’s not right now, answering the key business questions that come up every day, week, and month, and finding insights that will really help you move your organisation to the next level.
How I help
Full details are on my Services page; here’s an overview:
A trusted partner
month in and month out
Bookkeeping+
Entry-level offer: When you’re not quite ready to deep dive into your systems and data
What’s included: Bookkeeping, management accounts, forecasting, and chats
When to buy: When you’re ready to create clarity and firm foundations for your organisation
Investment: from £300/mo
Data Partner
Ongoing support: When your systems are sorted, and you want a hand with the ongoing interpretation and maintenance
What’s included: New custom configurations, reports, dashboards, and chats to support your new ideas
When to buy: After the Data Clarity Project or the Complete System Overhaul
Investment: from £600/mo
Small to medium projects
Data Health Check
Quick first step on your journey to improve your data
What’s included: Chat, questions answered, and a report to guide your next steps
When to buy: When you’re ready to clean up your systems, but unsure where to start
Investment: 1 week; £600
Data Clarity Project
Quick, tangible impact: Fix your most critical issues
What’s included: Whatever you need most to make confident decisions. Possibly cleaning your data, or better reports, forecasting, or other tools
When to buy: When you know your biggest pain point and are ready to fix it
Investment: 6-12 weeks; from £1k
Demystify Your Digital Estate
Great first step to deep dive into your systems with this data audit
What’s included: Facilitated conversations, deep dives, and a presentation to tell you what you have, what it tells you, what it doesn’t tell you, how to use it, whether to keep collecting it, and what else you might collect
When to buy: When you’re ready to break down data silos with buy-in from your team
Investment: 2-3 weeks; from £2k
Big projects
Complete System Overhaul
The big guns: When you know you need to start fresh with something set up for you – whether bespoke or off the shelf
What’s included: A fresh new software system to suit you, all your data in it, and training
When to buy: When you need a clean slate and are fed up of having 87 systems that don’t talk to each other
Investment: 6-12 months; from £5k
Change Management Programme (Data-Based)
Transform a disruption to an opportunity: When you need transformational change that sticks
What’s included: This is a collaborative offer with a change management professional. We’ll help you separate assumptions from evidence, build trust and buy-in, measure progress, and ensure your improvements last
When to buy: When you can’t afford for your change programme to fail
Investment: 3-24 months; from £5k