Finance Director Services

It is clearly a difficult decision for some directors to let go of the financial reigns and although their expertise lay elsewhere in the business, they may not have seriously considered the value an experienced financial director can add.

Invariably directors who have taken the tough decision to trust an experienced advisor to manage the businesses finances have found that their time is freed up to manage the running of the business generally. Similar to bookkeeping, payroll or filing tax returns the finance director’s role is a position that demands the attention of a qualified and experienced individual rather than an enthusiastic and passionate director.

Expert Software Knowledge, Forecasting and Performance Reviews

This is where our finance director services can help. Outsourcing ensures that important duties are taken care of without the additional cost and burden of taking on more staff, leaving you free to do what you do best – running your business.

We can utilise the software you currently use or, if appropriate, demonstrate a definite advantage in adopting modern online solutions such as QuickBooks, Free Agent, Sage, Xero or Kashflow to mention a few.

Utilising the most efficient software will enable us to deliver timely and accurate reports such as:

  • Monthly management accounts
  • Monthly cash flow forecasts
  • Management information
  • Generating and measurement of key performance indicators for the business
  • Profit and loss cash flow forecasts

It will also enable us to provide informative and balanced advice regarding:

  • When the business needs to raise finance and the most appropriate form of finance to take.
  • When best to invest in plant, machinery or equipment.
  • Working with the director and key staff to improve the efficiencies and overall profit of the business

Easily Available, Trusted Advice

An outsourced FD can be worth their weight in gold and quickly become a valued part of the business’s infrastructure. The benefit of outsourcing this function is the flexible nature of employing a FD for when you need one the most, having an experienced and qualified advisor on hand and in easy reach.

It is essential that you feel comfortable working with us, that you can build a robust relationship with your advisor and that you can have that trust in their ability and decision making. Please give us a call to enable us to make that initial introduction.

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Poolbridge Accountancy Ltd, The Forge Enterprise Centre, 3 Church Road, West Huntspill, Somerset TA9 3RN

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