Insights
Briefings and case studies for better decisions.
A practical library of articles, examples, and case studies for owner-led and growing businesses that want more confidence in their numbers and operating rhythm.
Case studies
Problems solved, outcomes created.
Each case study is framed around the company type, the problem Spike Financial helped solve, and the outcome created.
Owner-led SME
Turning founder-led finance into a clearer operating rhythm.
Problem solved
Numbers were spread across bookkeeping, VAT, payroll, supplier payments, and ad hoc spreadsheets.
Outcome
A clearer monthly rhythm, better cash visibility, and reporting the founder could use in live decisions.
Growing SME
Joining up reporting before decisions became urgent.
Problem solved
The business could see growth, but not always the timing pressure underneath it.
Outcome
A practical forecast, stronger reporting cadence, and a calmer view of what needed attention.
Operations team
Replacing repeated admin with cleaner financial workflows.
Problem solved
Updates, summaries, and handoffs were taking too much time and varied by person.
Outcome
A documented workflow with cleaner inputs, faster follow-up, and more consistent internal information.
Insights
Briefings on finance, systems, and better decisions.
Short, practical articles for owners and operators building a clearer financial rhythm.
AI implementation
5 steps to implementing AI in your local business
How to choose one practical workflow, define the review points, and avoid automation that creates new admin.
Financial metrics
5 key financial metrics for UK SMEs and startups in 2025
The numbers that help owners understand momentum, pressure, resilience, and where decisions are getting stuck.
Investment readiness
Preparing your business for investment: a financial checklist
A founder-friendly view of the finance pack, controls, forecasts, and operating evidence investors expect.
Cash flow
Building a weekly cash-flow rhythm owners can actually use
Simple routines that turn cash-flow review from a worry exercise into a decision-making habit.
Reporting
What a useful monthly finance pack should tell you
The difference between a pack that records the past and a pack that helps the team act now.
Automation
Where finance automation usually saves the most time first
The repeated tasks that are often worth improving before attempting larger systems change.
Contact
How can we help
Tell Spike Financial where the numbers, systems, or decisions feel harder than they should. The first step is a practical conversation.
Get in touch
Prefer to contact Patrick directly?
Send a short note about the finance issue, reporting gap, or automation idea you want to discuss.
Location
3rd Floor, Old Stock Exchange
St Nicholas Street
Bristol, BS1 1TG