UK Based | Financial & Data Expertise

    Straxa Advisory works in partnership with owner-managed businesses to improve clarity on their profitability, cash flow, data flows and adapt to the latest technologies, all without the cost of a full-time hire and no long contractual obligations.

    [email protected]

    Or call 07897 774240

    How we help

    Finance & Data Partner

    One person to call, whatever's getting in the way, whether that's your finances or your data.

    We're not just here to react. We help you set direction: what the numbers should be telling you, where the business is leaking time or money, what to fix next. Then we're in the business with you making it happen, not handing over a report and disappearing.

    Where that shows up
    Finance & Oversight

    Monthly Reporting & Management Accounts

    How comfortable do you feel about your P&L each month? Do you get periodic reports you can actually review against your financial goals?

    Financial Strategy & Margins

    Do you know your most profitable product or service? Are you keeping on top of ever-changing costs to check your margins still hold up the way they did a year ago?

    Cashflow & Debtor Visibility

    Are you manually chasing invoices and struggling to pay certain bills each month?

    Accountant & Regulator Coordination

    Do you find it tricky to pull together all the documentation your accountant, an audit, or a general enquiry asks for?

    Business Process Optimisation

    Are all of your business processes documented clearly and kept up to date, or is everything held in people's heads, where one person leaving could jeopardise the whole business?

    Data & Systems

    Spreadsheets & Manual Processes

    Are you heavily reliant on manual spreadsheets and processes, with the same numbers keyed in more than once?

    Data Quality & Analytics

    Do you struggle to run effective newsletters or communications because the data behind them isn't reliable, names and email addresses included? When's the last time someone checked the quality of all your data, and is there clear direction on which data and analytics are actually critical to the business?

    AI Implementation & Automation Opportunity

    Do you ever question why your systems can't talk to each other, or wonder how one action in one app could automatically trigger the next step in another?

    Data Protection

    Have you thought about the implications of using AI, or about training your staff to understand the basics of GDPR, ICO and EU AI Act requirements?

    Governance & Strategy

    Is there a clear direction for how you want to improve your data and use it for decision-making, with a plan for where you want to be in the next few years?

    About Straxa

    Our vision is to drive your business forward: freeing you to focus on the business, make stronger decisions from meaningful data and reporting, and get more from your team.

    That vision is grounded in Ou-Jue Cheng CA's 16 years across audit, operations, finance, data, and technology, alongside hands-on work with smaller businesses on the ground. That range means the complex, joined-up problems, the ones that touch finance, systems, and data all at once, are exactly where Straxa fits.

    DeloitteCitiMorgan Stanley
    FAQ

    Questions we're asked before that first call.

    Fit, what's in scope versus what we refer out, pricing, and where to start if you're just setting up. Here's what people want to know before getting in touch.

    Get in touch.

    Tell us a little about your business and what you are trying to improve, and we will reply with a straightforward view on whether we can help.

    LocationGlasgow · working UK-wide

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