Business Details
16 Years
experience
Trusted Accounting & Business Advisory Services in Warwick
Leask Advisory Solutions is an accounting and business advisory firm established in 2010, dedicated to empowering innovative business owners across the UK and internationally. With over 25 years of combined experience, our team specialises in providing tailored financial guidance, strategic planning, and cloud-based accounting solutions. We offer Virtual CFO and CTO services, business mentoring, and access to funding advice, ensuring clients achieve sustainable growth and operational efficiency.Our expertise spans industries including technology, manufacturing, and charities, with a focus on SMEs requiring senior strategic financial support. We prioritise authenticity, honesty, and trustworthiness, translating complex financial data into actionable insights to help businesses thrive. Our commitment to client-centric solutions has earned us recognition as an award-winning CIMA-qualified advisory firm.
Services
Virtual CFO
Virtual CTO/IT Director
Business Advisory
Access to Finance
Cloud-Based Accounting
R&D Tax Credits
Details
- Year established: 2010
Highlights and features
- We offer 25+ years of experience in strategic financial advisory for SMEs.
- Our Virtual CFO services provide cost-effective access to senior expertise.
- We specialise in cloud-based accounting systems like Xero for modern businesses.
- Our client-focused approach delivers tailored solutions for international operations.
- Award-winning CIMA-qualified team with a proven track record in business growth.
What people say
Expert guidance
Reliable support
Effective solutions
Peace of mind
Proactive advice
Services
Virtual CFO
Our Virtual CFO service provides part-time access to senior financial expertise for SMEs. We offer profit optimisation, cashflow management, and strategic financial planning tailored to your business needs. With decades of experience, we help businesses streamline operations and achieve long-term growth through data-driven insights and actionable strategies.
Virtual CTO/IT Director
Virtual CTO/IT Director services deliver strategic technology guidance for businesses undergoing digital transformation. We provide cloud solutions, IT procurement advice, and digital roadmap planning to align technology with business objectives. Our vendor-neutral approach ensures tailored solutions that enhance operational efficiency and scalability for growing enterprises.
Business Advisory
Business advisory services focus on strategic planning, performance improvement, and operational efficiency. We offer cashflow analysis, forecasting, and KPI benchmarking to help businesses navigate growth challenges. Our data-driven approach empowers owners to make informed decisions and implement sustainable growth strategies aligned with their long-term vision.
Access to Finance
Access to finance services assist businesses in securing funding through loans, equity, or grants. We provide business plan development, cashflow forecasting, and investor engagement strategies. Our expertise in funding requirements helps businesses present compelling cases to potential funders while ensuring financial stability throughout the process.
Cloud-Based Accounting
Cloud-based accounting solutions streamline financial management using platforms like Xero. We offer system implementation, training, and integration to improve accessibility and efficiency. Our services ensure real-time financial visibility, automated processes, and secure data management for businesses transitioning from traditional accounting methods.
People
Julia Leask
Director
Julia Leask is a CIMA-qualified accounting professional with 25+ years of experience supporting SMEs. She specialises in strategic financial advisory, cloud accounting, and business mentoring. Her client-focused approach helps businesses overcome cashflow challenges, implement growth strategies, and achieve operational excellence through tailored solutions.
Questions
What services does Leask Advisory Solutions offer?
We provide Virtual CFO/CTO services, business advisory, cloud accounting, R&D tax credits assistance, and funding advice tailored to SMEs' strategic needs.
How can your Virtual CFO service benefit my business?
Our Virtual CFO offers cost-effective financial leadership, including cashflow optimisation, strategic planning, and performance improvement to support sustainable business growth.
Do you work with international businesses?
Yes, we support businesses operating internationally, providing compliance guidance, financial management, and strategic advice for cross-border operations.
What industries do you specialise in?
We work with diverse sectors including technology, manufacturing, construction, education, and charities, focusing on SMEs requiring strategic financial expertise.
How do you help businesses with funding?
We assist with business plan development, cashflow forecasting, investor engagement, and navigating funding options like loans or equity investments.
Can you help implement cloud accounting systems?
Yes, we specialise in Xero implementation, training, and integration to modernise accounting processes and improve financial management efficiency.
