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Blue Dragonfly Insights (BDI)

Turning Financial Chaos into Clarity

Most business owners know that good decisions depend on good financial information. Unfortunately, inaccurate bookkeeping, broken system integrations, historic errors and inconsistent processes often mean the numbers cannot be trusted.

Blue Dragonfly Insights (BDI) helps businesses restore confidence in their financial information. We identify problems, correct accounting records, improve financial processes and provide the accurate management information needed to make better commercial decisions.

Angela talking

Our Services at a Glance.

Financial Health Check

  • Purpose: Assess the health and accuracy of your financial information.
  • Best For: Businesses unsure if they can trust their numbers
  • Key Outcomes: Clear understanding of financial information quality and improvement priorities.
  • Typical Deliverables: Health Check Report, Findings, Risks & Improvement Plan
  • Investment: £1,500
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Financial Systems Recovery

  • Purpose: Correct accounting errors and restore confidence in your financial records.
  • Best For: Businesses with inaccurate or unreliable accounts
  • Key Outcomes: Accurate accounting records and reliable management information.
  • Typical Deliverables: Corrected Records, Reconciliations, Management Accounts & Recommendations
  • Investment: From £2,500
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Financial Control Framework

  • Purpose: Implement robust financial controls and processes.
  • Best For: Businesses wanting consistent financial controls
  • Key Outcomes: Robust financial controls and repeatable processes.
  • Typical Deliverables: Financial Controls, Procedures, Team Training & Action Plan
  • Investment: From £3,000
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Financial Performance Support

  • Purpose: Provide ongoing financial insight and performance support.
  • Best For: Businesses seeking ongoing financial guidance
  • Key Outcomes: Better commercial decisions through regular financial insight.
  • Typical Deliverables: MI Reviews, KPI Dashboard, Cash Flow & Profitability Analysis
  • Investment: From £1,000/month
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Our Services

Financial Health Check – £1,500

Can we trust our numbers?

A structured review of your accounting system, bookkeeping processes and financial information using our proven assessment methodology. We identify inaccuracies, weaknesses and opportunities for improvement, giving you a clear understanding of the health of your financial information and the actions needed to improve it.

Typical deliverables include:

  • Financial Health Check Report
  • Prioritised Findings & Recommendations
  • Risk & Issue Summary
  • Improvement Action Plan
  • Initial Consultation
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Financial Systems Recovery – From £2,500

Let's get the numbers right.

We investigate and correct accounting errors, resolve historic issues, reconcile key accounts and restore confidence in the accuracy of your financial records. The result is reliable financial information that provides a solid foundation for business planning, reporting and decision making.

Typical deliverables include:

  • Corrected Accounting Records
  • Reconciled Balance Sheet
  • Accurate Management Accounts
  • Error & Correction Summary
  • Recommendations to Prevent Future Issues
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Financial Control Framework – From £3,000

Let's keep the numbers right.

Accurate financial information depends on robust processes rather than individuals. We help you establish practical financial controls, bookkeeping procedures and system governance that ensure your financial information remains accurate and reliable.

Typical deliverables include:

  • Financial Process Review
  • Documented Bookkeeping Procedures
  • Internal Financial Controls
  • Tailored Team Training
  • Process Improvement Action Plan
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Financial Performance Support – From £1,000/month

Let's use the numbers to make better decisions.

We work alongside your leadership team to review financial performance, improve management reporting and provide ongoing insight that supports confident commercial decisions. Rather than simply producing reports, we help you understand what the numbers mean and how to use them to improve profitability, cash flow and business performance.

Typical deliverables include:

  • Monthly Management Information Review
  • KPI Dashboard
  • Profitability & Cash Flow Analysis
  • Financial Performance Recommendations
  • Quarterly Strategic Review

Typical effort: 1 day per month
Typical engagement: Ongoing

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Note: All prices are exclusive of VAT and expenses.

Angela with client

Why Blue Dragonfly?

Our approach combines practical accounting expertise with commercial business experience. We focus on providing financial clarity rather than simply producing accounts, giving business owners confidence in their numbers and the insight to make better decisions.

Whether you need confidence in your financial records, stronger financial controls or ongoing commercial insight, Blue Dragonfly Insights provides the expertise to help you make better business decisions.

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Testimonials

What our clients had to say.

“What Rupert has helped us create isn't just a project plan, it's a practical operating framework that is becoming embedded in the way we run the business. Every client works differently, so it's not about rigidly following a process. Instead, the framework provides the structure, prompts and checkpoints that ensure we're asking the right questions, involving the right people and focusing on the activities that matter most.”
Stephen James
Managing Director, Silver Jet Insight Ltd
“Angela is not only very knowledgeable about accounting and Xero she is a calm voice who explains accounting principles, processes and terminology in a way that can be understood.”
Sue Leadbeater
SL Family Law
“I feel much more confident. What I have found most helpful is understanding the need to look at reports to highlight the areas of my business that are working or need more focus”
Caroline Lea
The King's Cupboard
“I enjoyed the sections on systems, budgets, and planning. We only used Xero to reconcile accounts for our accountant, but now we will use it for budgeting, cost summaries, and more.”
Matthew Jones
Oakwood Property Management
“Taking a time out of my business to learn about finances has been a great investment. I have learned a lot more and feel confident to make changes to my finance systems and processes.”
Kerry Malster
ActionCOACH

    Ready to get started?

    01572 497 030
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