If your business has annual sales of up to £10m, you probably don’t need a full-time finance director yet, and you’re probably doing much of the finance job yourself. I give you board-level finance experience for a fixed monthly fee: forecasts, cashflow, reporting and a second opinion on the big decisions.
Finance leadership I’ve done at scale, sized for an owner-managed business.
Read: building cashflow forecasts that actually guide better decisions
Wholesale, working capital
The problem. A big new supply deal, but not enough warehouse space or working capital to deliver it safely.
What I did. I built cash-on-cash scenarios for every product, a working capital cashflow model, a stock flow model to find bottlenecks and a logistics costing model, plus a brochure for wholesalers.
The Strategic plan starts from £1,000 a month, priced on what you need delivered rather than days in the office, and it comes with a pays-for-itself guarantee.
A fractional (or part-time) finance director does the job of an FD for a fraction of the time and cost. You get senior financial leadership, forecasting, reporting and funding support without a full-time salary.
Most accountants look backwards: accounts, tax returns and compliance. A finance director looks forwards: cash, forecasts, pricing, investment and funding. On the Strategic plan I do both, so nothing falls between two advisers.
Owner-managed businesses with annual sales of roughly £1.5m to £10m, often with several sites, growing fast enough that decisions need better numbers but not ready for a full-time finance director. At that size the owner is usually doing much of the finance job themselves.
At the start of a Strategic plan we agree a baseline from your last 12 months’ figures and a list of actions, such as correcting VAT, changing rotas, repricing, cutting card or supplier costs and planning tax. I log the value of each action as it lands and report it to you every quarter.
If that value hasn’t covered your fees by the end of the first 12 months, I keep working for you for free until it has. The guarantee applies to businesses with annual sales of £1.5m or more, where the agreed actions are put in place.
The plan is built around what gets delivered, not hours: monthly accounts and a board pack, a monthly meeting, forecasts kept up to date and time for projects. If you need more during a busy period, such as a funding round or an acquisition, we agree it upfront.
Yes. I prepare the forecasts, cashflow and commentary lenders and investors expect, and can join the meeting to answer the finance questions.
Book a free 30-minute discovery call. Tell me what you’re planning and I’ll tell you what the numbers need to show. If I can’t add more than I cost, I’ll tell you.