Intelligent Business Insights & Strategic Support - For Visionary Business Leaders and UK SMEs
Business Information Clarity -
Know where you business stands and critically where it is headed (not just where it has been), in order to make properly informed decisions and achieve your commercial aspirations - without the in-house costs
AI-powered business intelligence for UK SMEs that want predictable growth.
We turn your data into the clarity your business needs to grow.
Coretese Consultancy provides tailored services that leverage business insight data to enhance performance and promote sustainable growth. We offer 'Intelligent Business Insight Information' and 'Strategic Consultancy' to guide leaders and stakeholders in meeting commercial goals, along with 'Office Support' services as needed.
Our aim is to empower organisations with crucial data and strategic insights for informed decision-making, helping UK SMEs and entrepreneurs achieve success. We believe that data-driven insights are essential for effective planning and navigating challenges, aligning with your goals to optimise performance and compliance.
Remote and online support available nationwide.
Our Core Values
We believe that business intelligence should be accessible and actionable for every SME. Our values are the foundation of our approach to growth and decision-making.
Clarity over Complexity
We strip away jargon and deliver insight you can actually use—clearly, concisely, and without the consultant-speak.
Genuinely Holistic
We look at your whole business—not just the numbers—because real decisions happen at the intersection of finance, people, operations, and identity.
Partnership, not Prescription
We work alongside you—listening, adapting, and building solutions that fit your business, not the other way round.
What We Offer
Our holistic approach combines business intelligence, strategic planning, and partnership development to deliver comprehensive solutions that drive sustainable growth and competitive advantage.
Business Plan Modelling
A robust financial model and a realistic budget are the foundations every growing business needs. We build bespoke models that reflect how your business actually works.
Bookkeeping / Accounts Dept.
AI-powered processing and reconciliations, with usual services and statutory submissions as needed
Base Information (Financial/Management Accounting & Related Reports)
Crucial information providing the detail of the company's general, financial, and market position and performance.
Business Intelligence Reports (bespoke)
Regular, structured insight reports that reveal key performances. We transform raw data into actionable insights, offering thorough business analysis and trend forecasting.
Forward-looking financial models and scenario planning that let you test commercial decisions before making them — with confidence, not guesswork.
Scenario Forecasting
Strategic Consultancy
One-to-one advisory, helping business leaders interpret intelligence data, refine their strategy, and keep their commercial aspiration on track.
Office Support
Accompanying support to help you stay operationally focused — freeing you from administrative overhead so your energy stays on growth.
25 Years of Finance
Coretese Consultancy provides Intelligent Business Insight Information for leaders to be able to make properly informed decisions.
Experience that bridges innovation and business reality.
Our work is grounded in years of hands-on experience supporting businesses across sectors.
Founded by a finance professional who has:
* Supported businesses within a University Innovation Centre.
* Provided financial results, analysis, and insight to businesses for many years.
* Worked closely with many entrepreneurs, startups, and growing SMEs.
Coretese Consultancy combines academic rigour, commercial realism, and practical delivery – without unnecessary complexity.
With a background spanning financial services, strategy consulting, and hands-on business ownership, Coretese Consultancy brings a rare combination of analytical rigour and genuine entrepreneurial empathy to every client relationship.
Core Services - Together
"We are certain that every business needs to lead with data in order to be successful.
Every business needs informed foresight."
Impact & Growth
25+
£25M+
16+
6
Years of Finance Experience
Turnover Supported Yearly
Years Longest Client
Specialist Services
Client Results
Real-world success stories from diverse industries, showcasing how our AI-powered intelligence transforms data into predictable growth.
Ruth M
Julien P
Jeremy O
Artist
CEO/Owner - French Patissiere
CEO/Owner - Hotelier
"I was working as a teacher, but really wanted to be full-time on my art. The advice at the beginning was invaluable, and the information when I first started out helped me fulfil my dream."
"We have worked together for over 15 years. I was helped out of financial trouble at the start. With real care and passion, we were re-branded and grown to become the successful business I am now."
"Working with these guys has been one of the best decisions I've made for my business. They took the time to genuinely understand our challenges and came back with clarity, structure, and a clear path forward."
Performance Overview
Empowering UK SMEs with data-driven clarity and actionable intelligence to foster predictable growth.
Q1 2026
Revenue Intelligence
£487,000
+23%
+31%
V.s Last Year Qtr 1
V.s Prior Year Qtr 1
2026 YE Forecast
£2,365,000
+14%
2026 Budget
3-Year Average Growth Year On Year
QoQ Growth vs Last Quarter
Revenue Intelligence Q1 - Q4 2024/25
Our Engagement Process
A structured six-step journey designed to transform your data into actionable intelligence and drive predictable growth.
01
Introductory Call
A free 30-minute conversation to understand your business, your goals, and where the gaps are.
02
Discovery Meeting
A 2-hour meeting to discuss your motivations and goals. We define our working relationship and set expectations.
03
Set Agreement
We define a clear service scope, fixed monthly fee, and a contract — no hidden costs.
04
Business Plan / Budget
Produce or revise existing business plans that detail the path to achieving your commercial aspirations.
05
Insight Delivery
Customised intelligence reports with scenario forecasting and analysis tailored to your objectives.
06
Ongoing Partnership
Consultancy support as you grow — adjusting as your ambition evolves and reviewing your future projections.
Starter
£295
Getting off the ground.
- Initial: Confirm Commercial Aspiration(s)
- Set Chart Of Accounts
- BUDGET(P&L/BS)
- Ongoing: AI Bookkeeping
- Monthly: Debtor & Creditor Reports
- Annually: Year-End Statutory Accounts Workings
Standard
£1,495
For growing businesses that need regular insight and forward-looking guidance, with good support.
- Initial: Confirm Commercial Aspiration(s)
- Set Chart Of Accounts
- BUDGET(P&L/BS/Cashflow)
- Ongoing: AI Bookkeeping
- Unlimited Enquiries
- Weekly: Debtor & Creditor Reports
- Credit Control
- Monthly: Payroll
- Pension
- Full Business Information Report (P&L/BS/Cashflow)
- Results Review Call
- 9 KPIs & Trends Tracked
- Quarterly: VAT
- Strategy Virtual 'Sit Down'
- Half-Yearly: Scenario Forecasting
- Annually: Payroll Year-End (P60s/P11Ds)
- Pension Year-End (& 3yr Regulator)
- Year-End Statutory Accounts Workings
Transparent Pricing
One monthly set fee. No hidden costs. We provide the financial clarity your business needs to grow.
Basic
£595
For businesses that have just started out, or are happily simple (for now).
- Initial: Confirm Commercial Aspiration(s)
- Set Chart Of Accounts
- BUDGET(P&L/BS)
- Ongoing: AI Bookkeeping
- Base Enquiries
- Monthly: Debtor & Creditor Reports
- Simple Business Information Report (P&L/BS)
- Results Review Call
- Annually: Year-End Statutory Accounts Workings
Premium
£1,995
For ambitious SMEs wanting full intelligence, forecasting with scenario analysis, with decent support.
- Initial: Confirm Commercial Aspiration(s)
- Set Chart Of Accounts
- BUDGET(P&L/BS/Cashflow)
- Full BUSINESS PLAN
- Ongoing: AI Bookkeeping
- Unlimited Enquiries
- Weekly: Debtor & Creditor Reports
- Credit Control
- Monthly: Payroll
- Pension
- Extensive Business Information Report (P&L/BS/Cashflow)
- Results Review Call
- Unlimited KPIs & Trends Tracked
- Strategy Virtual Board 'Sit Down'
- Quarterly: VAT
- Scenario Forecasting
- Annually: Payroll Year-End (P60s/P11Ds)
- Pension Year-End (& 3yr Regulator)
- Year-End Statutory Accounts Workings
- Business Plan Review
Intermediate
£995
For businesses that need some support and regular insight.
- Initial: Confirm Commercial Aspiration(s)
- Set Chart Of Accounts
- BUDGET(P&L/BS)
- Ongoing: AI Bookkeeping
- Regular Enquiries
- Monthly: Debtor & Creditor Reports
- Credit Control
- Payroll
- Simple Business Information Report (P&L/BS)
- Results Review Call
- Quarterly: VAT
- Annually: Payroll Year-End (P60s/P11Ds)
- Year-End Statutory Accounts Workings
Ultimate
£2,995
For ambitious SMEs wanting full intelligence, forecasting with scenario analysis, with unlimited support.
- Initial: Confirm Commercial Aspiration(s)
- Set Chart Of Accounts
- BUDGET(P&L/BS/Cashflow)
- Full BUSINESS PLAN
- Ongoing: AI Bookkeeping
- Unlimited Enquiries
- Priority Response
- Weekly: Debtor & Creditor Reports
- Credit Control
- Check-In Calls
- Monthly: Payroll
- Pension
- Extensive Business Information Report (P&L/BS/Cashflow)
- Results Review Call
- Unlimited KPIs & Trends Tracked
- Industry Analysis
- Strategy Virtual Board 'Sit Down'
- Scenario Forecasting
- Quarterly: VAT
- Business Plan Review
- Annually: Payroll Year-End (P60s/P11Ds)
- Pension Year-End (& 3yr Regulator)
- Year-End Statutory Accounts Workings
Start a Conversation
Get in touch today for a no-obligation introduction.
Our team is ready to help you unlock your potential and drive your business to success.
coretese.consultancy@gmail.com
Based in London & South East. UK Services. Remote and online support available nationwide.
The Business Environment
The business world is changing and shifting faster than ever. Not only has the pandemic created a wealth of opportunities for those who creatively adapt, but it has also offered a new view on working life. People are realising more than ever that they can forge their own paths and careers to achieve their perfect work-life balance, and entrepreneurship has quickly taken on a new life of its own.
Technological advances, such as AI and quantum computing, are opening up a brand new world of commercial opportunity. Coretese Consultancy can help guide you through the complexities of the business landscape, ensuring that you navigate successfully towards achieving your commercial aspirations.
Strategic Intelligence
Business insights are the foundation of sustainable growth. By transforming raw data into actionable intelligence, we empower UK SMEs to navigate market complexities and seize opportunities with precision and confidence.
Enhanced Decision Making
Transforming data into actionable information for informed choices that drive growth.
Competitive Advantage
Proactively identifying market trends to stay ahead of the competition.
Strategic Planning
Looking ahead with scenario forecasting to steer towards long-term success.
Insights That Matter
Transforming raw data into actionable intelligence for UK SMEs.
Budgeting
We build bespoke financial models that map revenue drivers and cost structures into a clear, living framework for your business.
Real-Time Information
Analyse key performance metrics and trends to see how your business is performing as it travels along its journey.
Clear Forecasting
Using forward-looking critical thinking, we help you steer ahead with scenario forecasting to keep seeing the big picture.