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Resources

Insights for ambitious operators.

Read our latest writing on strategic finance — and see illustrative engagement examples showing how our services may be applied.

Working in film, television, animation or video games? Start with our guide to UK creative industry tax reliefs and expenditure credits.

The Singletree Series

Premium resources for ambitious operators.

Practical finance frameworks, checklists and diagnostics — written by the team behind our advisory engagements. Free to download.

Series · 0130-point audit

Financial Health Checklist

Financial Health Checklist

A 30-point CFO-grade audit covering profitability, tax efficiency, cash flow, operations and forecasting readiness.

  • Profitability scorecard
  • Cash flow tripwires
  • Tax efficiency review
  • Forecasting readiness
Series · 02Liquidity playbook

The Cash Flow Guide

The Cash Flow Guide

Forecasting, liquidity management and stability frameworks for hospitality, e-commerce and growth-stage businesses.

  • 13-week rolling forecast
  • Liquidity levers in order
  • Hospitality cash dynamics
  • DTC working capital
Series · 035-step framework

Growth Planning Guide

Growth Planning Guide

The five-step planning framework we use with Singletree CFO clients scaling from £1m to £20m revenue.

  • 3-statement financial spine
  • Driver-based forecasting
  • Strategic budgeting
  • 90-day execution rhythm
Series · 045-section diagnostic

CFO Readiness Assessment

CFO Readiness Assessment

A diagnostic for founders between £500k and £20m revenue: is your business ready for strategic finance leadership?

  • Business maturity score
  • Reporting systems audit
  • Forecasting capability
  • Scalability check
Series · 05Excel workbook

Outsourced Finance Function Scope Planner

Outsourced Finance Function Scope Planner

Map finance responsibilities before you outsource — bookkeeping, management accounts, cash-flow forecasting, controls, board reporting, retained approvals and a 30/60/90-day handover.

  • Responsibility map
  • Retained approvals
  • Readiness score
  • 30/60/90-day handover
Series · 068-page sample pack

Management Accounts & Board Reporting Sample Pack

Management Accounts & Board Reporting Sample Pack

See what decision-ready monthly reporting can look like — including P&L, cash, KPIs, variance commentary and a board action log.

  • Executive summary
  • Actual vs budget
  • KPI dashboard
  • Board action log

Illustrative engagement examples

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Latest articles

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