Ready to make better decisions with clearer financial insight?

If your business needs stronger cashflow visibility, better reporting, investment readiness, exit planning, business value insight or senior finance support, the best next step is a conversation.

Leask Advisory Solutions works with owner-managed, growth and international businesses that want to understand their numbers properly and use finance to make better commercial decisions.

Led by Julia Leask FCMA, CGMA, Leask provides Fractional CFO, Finance Director-style and strategic finance support for businesses that need senior judgement without necessarily hiring a full-time FD.

Use this page to book a meeting, ask a question or discuss whether Leask is the right fit for your business or client.

BOOK A MEETING

Start with a conversation.

A first conversation is a chance to understand what is happening in the business, what you are trying to achieve and where senior finance support may help.

You may want to discuss:

“We need better financial clarity.”

Whether reporting, cashflow or forecasting needs to improve.

“The business is growing, but finance feels stretched.”

Whether Fractional CFO support could help.

“We are preparing for investment.”

Whether your numbers, forecasts and assumptions are ready.

“I want to understand business value.”

What may be strengthening or weakening future value.

“I want to sell, step back or hand over one day.”

Whether the business is becoming transferable and less owner-dependent.

“We are overseas-owned and need UK finance support.”

Whether Leask can help with UK visibility, reporting, governance or coordination.

SEND AN ENQUIRY

Tell Julia what you need help with.

Use the enquiry form to share a little about your business and what you would like to discuss.

LeaskAS Contact Form
When to Contact Leask

Contact Julia when finance has become important to the next decision.

You do not need to have everything worked out before getting in touch.

The conversation is often most useful when you know something needs to change, but you are not yet sure what the right support looks like.

Cash feels tight despite profit

You need to understand where pressure is coming from and what needs to change.

Reports are not helping decisions

You need clearer, more useful information for owners, boards or leadership teams.

Growth is creating complexity

You may need senior finance support before hiring a full-time FD.

Investment is on the horizon

Forecasts, assumptions, reporting and due diligence may need strengthening.

Exit or succession is a future possibility

Business value, owner dependence and transferability need early attention.

UK operations feel hard to manage

Overseas leadership may need better visibility, governance and adviser coordination.

Finance systems feel messy or stretched

Processes, routines, responsibilities and controls may need reviewing.

A client needs more than your current scope

Accountants, bookkeepers and advisers can introduce Julia carefully.

What Happens Next

Clear next steps. No pressure. No jargon.

1. You get in touch

Use the calendar or enquiry form to share what you would like to discuss.

2. Julia listens and asks questions

The first conversation is about understanding the business, the issue and whether Leask is the right fit.

3. You agree the right next step

That may be a specific service, a deeper review, a resource, a partner introduction or no further action if Leask is not the right fit.

The aim is not to sell you something you do not need.

The aim is to help you understand what kind of finance support would actually move the business forward.

Who Leask Is Best For

Leask works best with businesses that want finance to support better decisions.

Strong Fit

  • Established owner-managed, growth or international business
  • Owner wants clearer numbers and better decisions
  • Business needs cashflow, value, reporting or strategic finance support
  • Leadership team is preparing for investment, exit or growth
  • Overseas-owned business needs UK financial visibility
  • Partner wants to protect a client relationship while adding specialist support

Not the Right Fit

  • Business only wants the cheapest bookkeeping or compliance provider
  • Owner wants reassurance without challenge
  • Business only needs payroll, VAT or year-end accounts
  • No appetite to improve reporting, systems or controls
  • Client only wants basic local admin
  • Adviser wants to keep the client away from any external expertise
Partner Enquiries

Referring a client or exploring collaboration?

Leask works alongside accountants, bookkeepers, outsourced finance providers and trusted professional advisers where clients need senior finance support beyond the current scope.

Julia can help clients with cashflow, forecasting, board reporting, investment readiness, business value, exit planning, UK finance visibility and Fractional CFO support — while protecting the adviser relationships already in place.

If you have a client whose finance questions have moved into CFO territory, you can contact Julia for a confidential partner conversation.

Contact Details

Contact Leask Advisory Solutions

Book a meeting

Location / service area

Warwickshire, UK and remote support for UK and international clients

Before You Get in Touch

Useful things to think about before the conversation.

You do not need to prepare a full finance pack before speaking to Julia.

But it can be useful to think about:

What decision are you trying to make?

Helps focus the conversation on the outcome.

What feels unclear or difficult right now?

Helps identify the real pressure point.

What financial information do you currently use?

Helps assess whether reporting is helping or holding you back.

What has changed in the business recently?

Growth, cash pressure, investment, exit or international activity may affect the support needed.

What would better finance support help you do?

Helps define what success should look like.

The conversation can start even if the answers are not yet clear.

That is often the point.

Useful Links Before You Book

Not ready to speak yet?

These pages may help you understand what kind of support you need.

Who We Help

Understanding whether Leask works with businesses like yours.

Services

Reviewing the main ways Julia can support your business.

Case Studies

Seeing how Julia has supported other businesses.

Resources

Using guides, tools, assessments and checklists before getting in touch.

FAQs

Getting clear answers to common questions.

Partner With Leask

For accountants, bookkeepers and advisers considering a client introduction.

The right finance conversation can change what you see next.

If you need clearer numbers, stronger cashflow, better reporting, investment readiness, exit planning or senior finance support, Julia can help you understand what matters and what to do next.

Secret Link