What will you gain?

Our virtual FD service gives you the ability to:

  • Anticipate cash flow issues and deal with them before they become a big problem
  • Highlight areas which are failing in your business and help implement improvements
  • Make informed decisions
  • Interpret complex financial information
  • Reduce the amount of work needed at year-end
  • Identify how profitable each area of your business is, and where needs work
  • Save tax
  • Have the benefit of a Finance Director without the cost and complications of hiring someone

How will we work together?

Together we will:

  • Assess the strength of your day-to-day finances
  • Review your Management Information for accuracy and completeness
  • Ensure your reporting is broken down based on what you need and easy to understand
  • Look at your figures to see what strengths and weaknesses your business has
  • Determine and analyse a handful of useful KPIs
  • Discuss how different segments of your business are affecting overall performance
  • Analysis of business performance, including Debtors and Creditors, and advising on the appropriate next course of action
  • Cashflow forecast for 90 days and beyond
  • Setting sales and profit targets for 12 months and breaking these down with your team

Contact me today!

Emma White

FCA

Partner

01474 853856

Send me a message

Is our Virtual FD service right for you?

Are you:

  • Suffering growing pains but aren’t ready to employ a full-time Finance Director?
  • Looking to scale up and push your business to the next level?
  • Wanting to be comfortable in the knowledge that your business is on track?
  • Keen to make informed decisions and achieve the goals you wish?
  • Struggling with the increased tax and inflationary pressures and need to get your management accounts in order?
director working with virtual fd

What’s involved in the Virtual FD service?

Our Virtual FD service is split into two packages, depending on your needs and wants.

To help you make a decision, we’ve provided a brief summary below of what’s included in both sessions.

Virtual FD Service

Initial Consultations

  • Initial consultation
  • Carry out a simple solvency test to ascertain the financial position of the business
  • Calculation what level of capital and financial planning will be required to support your desired retirement
  • Find out how much your business is worth through our unique business valuation tools

Financial Assessment

  • A 30-day cash flow forecast and how to manage this
  • A thorough review and health check of your Accounting Records
  • Calculation of and interpreting your real breakeven point

Financial Controls and Planning

  • An interactive session taking an in-depth evaluation of the existing accounts software suite
  • Review and implement opportunities for increasing the level of automation for financial tasks
  • Set up of your internal finance systems including recruitment and systems
  • Weekly sales analysis and monitoring of average daily turnover
  • Creation of a profit model specific and relevant to your business
  • A 12 month profit, cash flow and scenario plan to aid decision making in the long term

Reporting

  • Preparation of your monthly or quarterly management accounts
  • Interpretation of your management accounts and how to respond more quickly to the ever changing needs of your business
  • Access to and completion of our 5-minute cash flow tool
  • Identify your Key Performance Indicators including setting up processes to manage and monitor them to aid decision making

Sales and Marketing

  • An interactive session focusing on ways for you to increase your income
  • Review of the best days for your business to get new customers
  • Development of a detailed marketing strategy
  • How to turn leads into sales

Ongoing monitoring and support

  • Continuous mentoring, management accounts review and updating action plan
Virtual FD Fundamentals Service

Initial Consultations

  • Initial consultation

Financial Assessment

  • A thorough review and health check of your Accounting Records

Financial Controls and Planning

  • An interactive session taking an in-depth evaluation of the existing accounts software suite
  • Review and implement opportunities for increasing the level of automation for financial tasks
  • Set up of your internal finance systems including recruitment and systems
  • Weekly sales analysis and monitoring of average daily turnover

Reporting

  • Preparation of your monthly or quarterly management accounts
  • Interpretation of your management accounts and how to respond more quickly to the ever changing needs of your business

Ongoing monitoring and support

  • Continuous mentoring, management accounts review and updating action plan

Book a free Virtual FD consultation

This service comes in two sizes depending on the needs and wants of your business. Get in touch with us by calling (01474) 853856 or emailing discovery@a4g-llp.co.uk for a personalised quote and start getting in control of your business now.

Book a free consultation

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