Thinking Strategy?

One of the best moves you can make for your business is
taking the decision to bring a Finance Director on board.

‘Numbers are the language of business’

For you to be able to speak the essential business language highlighted in Warren Buffett’s famous quote, you need to:

• Have numbers that are both accurate and timely, at your fingertips
• Understand what those numbers are telling you about your company’s financial position
• Know what to do about them to maximise success

As your business grows and develops over time, you’ll need a finance professional to help you. That’s where we come in!

Please take a look at our packages below and see what might fit for you.

Finance Director Services Icon - Fundamentals First

Getting the Fundamentals Right

  • Review of your finance function
  • Key financial controls investigation
  • Finance function work programme
  • Monthly accounts to audit standard
  • Monthly finance report by qualified FD
  • Online finance meeting with qualified FD
  • Xero set up & training
  • Coaching for your finance team
  • Accountability: online task management
  • Excel modelling support

Finance Director Services Icon - Optimising Profits and Cashflow

Optimising Profit and Cashflow

  • Review of your finance function
  • Key financial controls investigation
  • Budgeting & monthly variance analysis
  • Monthly accounts to audit standard
  • Cash flow forecasting
  • Limited KPI Dashboards
  • Xero set up & training
  • Profit and Cashflow improvement advice
  • Accountability: online task management
  • Excel modelling support

Finance Director Services Icon - Achieving Your Strategic Goals

Achieving Your Strategic Goals

  • A plan to double the value of your business
  • Review of your finance function
  • Key financial controls investigation
  • Monthly accounts to audit standard
  • Cash flow forecasting
  • Full KPI Dashboards
  • Xero set up & training
  • Business Performance Reporting
  • Full business scenario modelling and forecasting
  • Raising finance

Additional Services available with any package:

Meetings with your Board or Bank Managers
Bookkeeping, payroll and VAT
A fully outsourced Finance Department
Year end accounts and tax from one of our member firms

From Insight…

We have a team of experienced and qualified Finance Professionals to help you each month with:

  • Robust management accounts you can rely on, delivered on a timely basis
  • Finance professional insight and advice to help you make sound financial decisions
  • Services at different package levels which can grow with you without needing to take someone on full time

… To Impact