Financial Modelling Review
Independent review of your management accounts, cash forecasts, and scenario assumptions before a major hire, expansion, or equipment purchase.
Redwood Field Advisory works alongside owner-managers in manufacturing, trades, and professional practices who need sharper operational structure without hiring a full executive team.
What we do
We focus on the decisions that stall growth: unclear reporting lines, cash tied up in the wrong places, and owners still approving every invoice above five hundred dollars.
Independent review of your management accounts, cash forecasts, and scenario assumptions before a major hire, expansion, or equipment purchase.
Structured review of board composition, meeting cadence, and decision documentation for family-owned or founder-led companies preparing to bring in outside directors.
A twelve-week programme to untangle reporting lines, weekly rhythms, and decision rights in owner-led firms with fifteen to eighty staff.
Why owners call us
Most of our clients have fifteen to eighty staff, a loyal customer base, and a founder who still carries too much of the daily load. Revenue is not the problem — coordination is.
We map how work moves through your firm, identify where decisions pile up, and help you put accountable roles and rhythms in place. No slide decks for their own sake. Recommendations you can act on within a quarter.
How engagements workFrom the field
After the second workshop, our production manager finally had a weekly rhythm that did not depend on me walking the floor. I still check in, but I am not the bottleneck for every schedule change.— Helen M., director, precision engineering firm, Maitland
The cash-flow review was uncomfortable at first — we had too much stock sitting in one product line. The recommendations were specific enough that our accountant could follow the logic without a separate briefing.— Raj P., owner, wholesale distribution, Newcastle
Field notes
14 November 2025
Why raising approval thresholds is harder than it sounds — and how to do it without losing control.
2 October 2025
Five lines on a forecast spreadsheet that owner-managers should understand before signing a lease or hiring a senior role.
21 August 2025
What belongs in private company board minutes — and what owners often leave out until it is too late.