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Services

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Every progressive business needs financial expertise on their journey, yet no two journeys will be identical and so what you require from your financial travelling companion may be different.

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Part Time FD Services

Not all businesses require a full time Finance Director but they do require a regular guide to listen and advise on ideas, issues and obstacles you may encounter on your path. This could be as little as a day a month.

 

Project FD Services

Often there is a specific situation where you require a temporary guide to help you navigate through a complicated junction giving financial input to help determine the future direction of travel. A particular project could be pulling together the right financial information needed to assist in preparing a business for sale or finance raise, or providing a review into the credibility of your current financial information. 

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Interim FD Services

Sometimes businesses need a high-quality Finance Director for an interim period such as maternity cover or to help them weather a particular storm. I can assure you are in the hands of an experienced professional when such needs arise.

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Modern businesses require high quality, flexible advice. Out with the uninspiring grey suited rigid accountant, in with someone who can provide clarity with energy and genuine passion for business. 

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A good FD understands that getting the areas below right are key to a successful business and these are some of the detailed services I can offer. 

Communication

  • Liaising and building relationships to enhance credibility with banks and finance providers

  • Managing investor and shareholder relations

  • Ensuring excellent cross functional communication between the finance team and other departments

  • Attending board or management meetings

  • Working with your auditors and other advisors

Commercial

  • Establish relevant KPI's

  • Preparation of budgets and forecasts

  • Identification and analysis of financial drivers

  • Development and preparation of monthly financial information packs

  • Preparation for raising of finance, acquisitions and exits

  • Development of business plans

Capital

  • Preparation of short and long term cash flow and working capital forecasts

  • Daily cash flow management

  • Raising of finance

  • Overseeing a transition of finance providers

  • Leveraging maximum efficiency out of your working capital

Control

  • Review of finance processes, systems and controls

  • Cost analysis

  • Managing and overseeing the finance team

  • Company Secretarial duties

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