My Virtual Finance Director

  • Are you looking for an FD without the cost of a full-time director?

  • Are you looking both to save money and maximise the benefits from cloud reporting?

  • Are you seeking a partner who is future focussed and will help turn your goals into measurable action plans?

First we need to define expectations – as no two clients have the same needs….
We can then go through your needs and perform a diagnostic review

This is the essential first step to really understanding your vision for the business and your financial goals.

 

Accounting systems

We will review your systems and your current accounting team.

Ideally we’d like to help get you paperless utilising the latest cloud based accounting.

We will introduce you to Smart Accounting which maximise digital resources and

minimises paper…

We can also train your team in Xero and include the software in your monthly fees

Planning for the future with Smart Budgets and Reporting

First of all let’s understand your goals, your plans for the next 12 months and start discussing  action plans and KPIs

We can help building a business roadmap – think of this as satnav for business!

Every business should have a plan and ideally a 12 month forecast for profit and loss and cashflow.

We can help formalise the budgeting and integrate it with monthly reporting. If you like charts and a detailed roadmap we can show you the latest XERO reporting systems…

We will include:

  • Monthly management accounts – plus variance / KPI reporting and charts

  • Introduce balanced scorecards and monthly dashboards – built around your needs

 

Pro-active meetings that really make a difference

We use Zoom or Teams for monthly review meetings, running through the reports, and discussing your business plans.

  • We can add formal Quarterly review meetings– ideally face to face – if you need them.

  • A Month 10 Tax Planning meeting will help lower your tax bills and we can optimise how your directors remuneration is structured.

  • If you don’t have a good financial advisor we can introduce you to ours – helping to optimise the tax breaks and wealth planning for you and your family.

 Compliance – getting it right first time

  • We can run your monthly payroll

  • We can review and finalise quarterly vat returns

  • We will complete your Annual financial statements within 3 months of year end 

  • We will complete your personal and company tax returns

Optional extras

Why not consider:

  • Smart expense management – utilising Xero expenses / or Expensify

  • Receipt Bank to optimise transaction entry

  • Training/support for accounting support team

  • Goal setting meeting plus next 12m budget

  • Bank reporting pack

  • Software inclusive pricing – for Xero, Expensify