Fieldnote Finance is a small team of finance advisors who work with owner-led businesses. We named ourselves after the field notebook: short, careful notes, written down as you go, so nothing important gets lost.
That is how we think about your finances too. Steady attention, every month, in words you can use.
These shape how we work with every client, whatever the size of the business.
A simple number you understand beats a complex one you do not. If we cannot explain it in a sentence, we keep working on it.
The best finance work is a quiet monthly habit, not a rescue mission. We keep the rhythm so problems show up while they are still small.
We bring the numbers, the options and an honest opinion. You know your business and your customers. The decision stays with you.
Clear lines make for good partnerships. Here is where our work starts and stops.
A small team on purpose. You will always know who is looking after your numbers, and you will talk to the same people every month.
Founder and Fractional CFO
Helen leads client relationships and runs the monthly reviews. She started Fieldnote to give owner-led businesses the steady finance partner they rarely get. She likes makers, shops and service firms, anyone who would rather talk plainly than read a fifty-page report.
Finance Lead, Forecasting and Reporting
Samuel builds the forecasts and monthly reports. He keeps every model simple enough to explain in a sentence. Away from the numbers, he is usually on a bike somewhere around the lakes.
Book a free first conversation. No prep and no pressure.