PLAN YOUR
BUSINESS' SUCCESS BY JOINING THE DOTS EVERY TIME

Hi, I'm Julia, an award winning Warwick Virtual FD and Business Mentor

Let's talk 01926 298829

Client Quotes

"Julia is very responsive to all legal and financial matters. In my role as CEO based in Sweden, it is vital to have the right support & a good sounding board in UK who works very effectively with all my team." Richard Alm (Sluta Gräv/ Stop-Digging)

“Julia gave us peace-of-mind regarding our overdraft facility. Her engagement was good: several visits, regular email and telephone contact. I would recommend her for high level management information and professional ability.” George Scholes (Translyft Lifting Technology)

“What Julia does is different. Most accountants show you where you have been. Whereas she uses that same information to help you see where you are going and how to get there. What risks to be aware of and what things to do to achieve your goals.” Debbie Davies (Auditel)

What other people have said about Julia's work

So What's In It For You?

When I first meet with SME CEO, MD or business owner, they are often: 

  • Concerned about sales, profits and expenditure
  • Worried about cash flow situation 
  • Frustrated by a lack of clear data to work from 

You are far from alone with these concerns. In all of these cases, a clear view of your key business data along with some sound financial advice helps you rest easier at night. 

SMEs in the UK West Midlands and East Midlands areas have commented that I not only bring expertise in managing and mentoring a business on strategic management of their finances and cash flow, but also an enthusiasm that comes with treating the business as if it were my own.

As a Growth Strategist and Financial Troubleshooter I am creative and positive, whilst still being practical and down to earth, and willing to go the extra mile. Your business will be consistently supported both on site and remotely in realising its true potential.

I am a Winner in the 2018 Woman Who Achieve.. Business Awards, sponsor of 2019 Growing SME award and contributor to latest business book.

CIMA members are trusted professionals. As a CIMA member working in practice Julia Leask is bound by its Charter, Byelaws and Regulations, a Code of Ethics, maintaining competency through continued professional development and are supervised for anti-money laundering compliance.

Stand out from the crowd - learn how by attending one of my events

"Fantastic session with Julia at NatWest Business in BIrmingham 26th April all about the basics of cash flow. I really need to pin down those figures on production costs and get a SMART strategy in place for Amoreantos. Julia explained cash flow as a tank of water with liquid poured in and a tap at the bottom letting it out. Nice analogy and I couldn't help suggesting that it could have been fun to make it a wine box too." Abbi Head

4th June Presenting Self-employment the CIMA Route  in Leamington Spa

7th June Sponsor of Growing SME at Woman Who Awards 2019 at Coombe Abbey

21st and 22nd June Presenting at 2019 Annual MIP Conference in Leamington Spa

28th June Presenting Managing your cash flow properly at NatWest in Birmingham

9th July  Co-presenting with Glued, Promote and Grow Your Business workshop in Leamington Spa. Watch this video to get a better idea


Reviews of new workbook

"I’ve read all of it - in one sitting. It’s excellent. Great content, clearly laid out, good design,does what it says on the tin. Many congratulations." - Peter Thomson (The UK's Most Prolific Information Product Creator)


"I found the workbook a very useful tool to check that I was doing all the things I needed to do on a regular basis I recommend the book." - Avril James (Ask Avril)


"Julia's book ‘This provides a good set of insightful questions for small and medium sized businesses to consider in order to get the most from their numbers. With inbuilt space for making notes and recording information it encourages business owners to take a serious look at how they use their numbers and highlights why working with Julia would help them grow their business’" - Gill Smith (The Business Kitchen)

My connections help you do better business.

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