Finance Director support shaped around your organisation, with scope agreed in a clear engagement letter.
I review your monthly or quarterly management accounts alongside your finance team or bookkeeper. That means checking that the figures are complete and consistent, and explaining what they show about performance. Where something looks out of line, I raise it so it can be looked into.
Useful if you already produce management accounts but want an experienced eye on them.
I help prepare and present the financial information your directors or Board of Trustees need. That includes clear commentary on the numbers, so the board can understand the position and ask the right questions. I can attend board or finance committee meetings where that helps.
Useful if your board or trustees want clearer, more consistent financial reporting.
I build or review financial models and forecasts, including cash flow, so you can see how plans are likely to play out. Models can be updated as things change and used to compare different scenarios.
Useful if you are planning a change, a new project or a funding application and want to test the numbers first.
I work with you to set a realistic annual budget based on your plans and past performance. During the year I help you compare actual results with the budget and understand the differences.
Useful if you want a budget that the whole team can work to and track.
I give senior financial input on the bigger decisions facing your organisation, working with owners, chief executives and trustees. The aim is to make sure the financial side of each decision is understood before it is made.
Useful if you would value a Finance Director’s perspective without appointing one full time.
I keep an overview of VAT and other finance compliance matters, checking that returns and deadlines are being handled. I work alongside your existing accountants and advisers rather than replacing them.
Useful if you want reassurance that compliance is being managed without taking it on yourself.
I help you prepare for your annual audit or independent examination and work with your auditors or examiner through the process. That includes pulling together the information and explanations they ask for.
Useful if year end and audit take up a lot of your team’s time.
Fixed fee
For small businesses: an annual review of your numbers, controls and forecasts, with clear actions, for a fixed fee agreed up front.
Ask about a health checkAbout your organisation and what you need.
Set out in an engagement letter, alongside my Terms of Business.
That fits around you and your team.
In plain English, so you always know where things stand.