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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.

"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)

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

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.

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.

Decision making

You need information at your fingertips so you can make real time decisions without delay. Great companies succeed by reading the market and anticipating trends.

Cash flow

Most profitable businesses fail due to cash flow problems. Your cash flow is the life blood of your business - it is vital to its survival!

Getting ready for finance

When planning to ask someone else to invest in your business, ensure that you have prepared thoroughly and identified the hook, your market, your compelling story - and how much you want.

Management information

How well do you know your business? Using a reporting tool you can see your business position with confidence, knowing that both actual performance and what-if scenarios have all been explored.
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