ESSENTIAL INTELLIGENCE

Monthly Accounting With Essential Intelligence.

Stop flying Blind. Replace financial anxiety with 90-day foresight. Get the clarity you need to stabilise your cash flow and secure your foundation, without the jargon.

The Problem: The High Cost of "Santa Claus Syndrome"

Most traditional accountants suffer from what we call “Santa Claus Syndrome”: they only appear once a year to file taxes.

The Result: You operate in the dark for 11 months of the year.

The Pain: You are surprised by tax bills, unsure if you can afford to hire, and constantly worried about “what you don’t know”.

The Reality: 78% of SMEs wait over a month for payments due to slow processes, and only 8% rate their accountant relationship as “outstanding”.

Essential Intelligence is the Antidote. It transforms your finance function from a reactive burden into a proactive asset.

78%

of SMEs wait over a month for payments

rate their accountant as “outstanding”

months operating in the dark

What You Actually Get (Deliverables)

We don’t sell “time” or “hours.” We sell clarity. Here is exactly what this service tier delivers:

Monthly Clarity Reports

Traditional “Management Accounts” are confusing. We deliver a one-page summary showing exactly what worked this month, what needs attention, and three clear recommended actions.

90-Day Cash Forecasting

We provide a rolling 90-day view of your cash position. You will know your minimum and maximum cash position three months in advance.

Seamless Compliance & VAT

We handle all regulatory filings, but we do it proactively to optimise your tax position rather than just ticking a box.

48-Hour Response

When you have a worry, waiting weeks is unacceptable. We have a 48-hour response to your email queries (usually quicker).

Comparison: Essential Intelligence vs. Traditional Bookkeeping

Traditional Firm vs. OutRise Essential

The core difference lies in direction. A traditional firm looks backward at historical reports weeks after the fact, whereas OutRise Essential provides real-time visibility and predictive control, allowing you to see "unseen problems" before they impact your cash flow.

Feature	Traditional Firm	OutRise Essential
Timing	Reports arrive weeks after month-end	Real-time visibility
Focus	Historical (What happened last year?)	Predictive (What is happening next quarter?)
Cash View	"Unseen problems" develop invisibly	Predictive control 90 days out
Relationship	Transactional and reactive	A strategic partner keeping you safe

Real Client Results

BUSINESS EXPANSION

How To Grow from a Small to a Medium Sized Business

Key Outcomes

>£14k in annual tax savings

>55% increase in revenue in 3 years

Expansion of wholesale business

“They’ve really helped us grow from a fairly small company to a medium company. We’re still growing…. They’ve been widely available. For even the little chats, not just the quarterly meetings.”

Nick Chasteauneuf
MicroRoastery | Artisan Coffee

Ready to scale? Strategic Growth Partner adds scenario modeling, forecasting, customer intelligence, and a faster response time.

Common Questions About Essential Intelligence

How is this different from my traditional accountant?

Traditional accountants focus on history (what happened last year) to file your taxes. OutRise Essential focuses on where you are. We provide monthly management reports so you can make decisions now, rather than waiting for year-end accounts.

What exactly will the 90-Day Cash Forecast show me?

It predicts your minimum and maximum cash position for the next three months. This eliminates "financial anxiety" by showing you exactly when cash might get tight (so you can prepare) or when you will have a surplus (so you can invest). You stop flying blind.

How quickly can I get answers to my questions?

We have a strict 48-hour response for queries, though we are usually much faster. Unlike traditional firms where you might wait weeks for a reply, we ensure you have the answers you need to keep your business moving.

Who Is This For? (And Who Is It Not For?)

This IS for you if...	This is NOT for you if...
You feel "overwhelmed" by financial complexity.	You view accounting solely as a commodity to buy as cheaply as possible.
You are tired of waiting weeks for answers to simple questions.	You are happy with backward-looking reports and zero strategic advice.
You want to sleep better knowing you won't have surprise bills.	You want to do all the bookkeeping yourself manually.

Secure Your Foundation Today

Transform your financial anxiety into 90-day foresight. Book your strategy call or download our Financial Health Assessment.