Achieve profitable growth in your business by implementing our strategic approach and developing a roadmap to absolute financial control.


HOW WE Work with you

At PPX, we understand that SMEs and start-ups don't always have big budgets. Our entire system is built around giving smaller businesses access to premium financial support without breaking the bank.

In keeping with this philosophy, we encourage business owners and directors to take the initiative and develop their own financial reporting framework, with as much or as little support from us as they would like (or can afford).

Our 'Four Points of Control' framework is centred around establishing control of your business. Specifically, we advocate three elements of control:


Performance Evaluation


Economic Viability



Collectively, these elements (or the lack of them) account for virtually ALL failed businesses. To give your business the best chance of success, you need to get them in check. But how?

Our framework will do the heavy lifting for you and make sure you have the tools you need to establish these elements of control. All you need to decide is which level of support you need on this campaign.

level 1

download everything you need and do it yourself

Our models come with full guidance and written instructions and our 3-part digital training course will give you an overview of the Four Points of Control and how to implement this unique framework in your business.



level 2

We'll get you started

You'll get everything in level 1, but we will work with you to create a budget and a full set of Management Accounts.

We will also create a six-month historical cashbook for you to maintain going forwards, giving you full control of your cash flow.



level 3

Support into the future and beyond

Everything from levels 1 and 2 is included, but much much more.

We'll work with you on your budget to create an achievable three-year strategy based on YOUR goals.

We'll take your cash flow to the next level with a cash flow statement and forecast template and we'll create a full bespoke Management Accounts Package compatible with your own systems, and train you (or your team) on how to execute it every month.

Finally, you will benefit from a half-day one-on-one coaching session.




"PPX excels in engaging with the business at all levels to map out its current processes and control, identifying gaps and risks, often in areas the client is not aware of.

They expertly produce tailored report packs, providing engaging commentary back to the business for all finance and non-finance individuals to understand."

Mihir Patel
Leading Talent Solutions Ltd

"PPX has been instrumental in supporting the ambition and aspirations of our business. They are helping us craft our financial strategy and plan for growth.

Their knowledge, support and help have been more valuable than we could have ever imagined. They’ve become an integral extension of our team; educating and empowering us to do more."

Ricky Conaghan
Think Hatch Ltd

"As our business quickly grew, it was obvious that we needed a finance professional to help us stay on track. We decided to outsource our finances to PPX, rather than recruit in-house, and have never looked back.

They give us peace of mind, knowing that our finances are in safe hands. Additionally, PPX have been a great help in providing sound financial advice for investments outside of our usual business activity."

Arron Marsden
AiMTECH Business Services Ltd


Why do I need a budget?
If I book level 1 or 2, can I upgrade later on?

Whichever option you choose, the purchase price will count towards an upgrade if you choose to do so. For example, if you purchase Level 1 and then decide to take it up a notch and purchase level 2, the £175 you've paid will be deducted from the cost of Level 2.

Why is your approach any different to any other accountant or financial consultant?