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CONSULTANCY

Virtual / Fractional CFO

  • Strategic financial planning and forecasting to support business growth.

  • Management reporting and KPI development for informed decision-making.

  • Cash flow management and working capital optimisation.

  • Board-level financial insight and support without the cost of a full-time CFO.

Cloud / Digital Ledger Set-Up

  • Implementation and configuration of cloud accounting systems tailored to business needs.

  • Migration of financial data from legacy software and spreadsheets.

  • Integration of accounting platforms with banking, payroll, and business applications.

  • Staff training and ongoing support to maximise efficiency and reporting capabilities.

Internal Financial Controls

  • Review and strengthening of financial controls to reduce risk and improve governance.

  • Development of policies and procedures for key financial processes.

  • Segregation of duties and authorisation framework assessments.

  • Identification and mitigation of fraud, error, and compliance risks.

Cash Flow/ Funding Support

  • Preparation of cash flow forecasts to support planning, decision-making, and growth.

  • Assistance with funding applications, including business loans, asset finance, and investment raising.

  • Working capital reviews to improve liquidity and optimise cash management.

  • Financial reporting and forecasting to support discussions with lenders and investors.

Process Automation

  • Identification of manual and repetitive tasks suitable for automation.

  • Implementation of automated workflows across finance and operational processes.

  • Integration of systems to reduce duplicate data entry and improve accuracy.

  • Continuous improvement initiatives to enhance efficiency and scalability.

Systems & Data

  • Selection and implementation of accounting and financial management systems.

  • Development of management dashboards and KPI reporting tools to provide actionable insights.

  • Integration of financial and operational systems to improve data accuracy and efficiency.

  • Data analysis and reporting solutions to support informed business decision-making.

07769554792

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