Virtual CFO Services.
All the VCFO services below can be provided on a remote basis using Cloud Solutions such as Zoom, Skype, Microsoft Teams, Cloud Accounting & Business Software such as Xero and by email and phone. Of course, if on occasions the nature of the work requires face to face contact, then I am more than happy to meet you and your team.
Sounding Board
Being the MD or CEO of a business can be a rewarding but lonely role and whilst you may have a great management team to support you in that role, sometimes you just need to check things through with someone separate to the business, that’s where I can help.
Clients use this service on a daily, weekly, monthly or adhoc basis depending on their needs.
From £375 per month.
Personal Trainer
I’m a great believer in lifetime learning and I believe that you can teach an old dog new tricks - I had to learn how to design and build this website!
I provide a variety of training courses including one on one financial management coaching for Owner/Managers, Financial Awareness for Management Teams, Excel training and mentoring of the potential future stars in your Finance Team.
From £375 per training session.
Guardian Angel
A Virtual CFO acts like a Guardian Angel monitoring the financial health of your business & flagging up when things are not going to plan in either a negative or positive way.
This is essential so that you and your management team can take prompt action to bring things back on track or mitigate the impact of when things go wrong as they sometimes will.
From £650 per month.
Soothsayer
Nobody know what the future holds, but it is useful to use financial forecasts to look at various scenarios and ‘what if’ situation for planning the future course of your business.
I can build a Microsoft Excel based 3 Way Rolling Financial Forecast model for your business to provide you with monthly cash-flow forecasts, Balance Sheet Forecasts and Profit & Loss Forecasts for up to 3 years ahead
From £1495 per forecast model.
Miracle Worker
Performing Financial Miracles might be stretching it a bit far for this service. It revolves more around preparing and presenting Financial Information to external parties.
The back of a fag packet approach can work but miracles really happened when your financials are delivered and presented to your bank and investors in a concise easy to follow format.
From £375 per assignment.
Cash Cow
‘ Cash is King’. A regularly updated rolling cash-flow forecast is an essential business tool .
I can help you setup a rolling cash-flow forecast enabling you to control your cash and manage your working capital (Stock, Debtors & Creditors) ensuring cash is conserved and ideally generated by your business.
From £675 per cash-flow forecast.
Mentor
Do you believe in giving something back? With over 30 years of experience, I like to use my skills & knowledge to give back & help people who are just setting out in business.
I provide FREE mentorship programme on financial management to owners of young entrepreneurial start up businesses.
Free service.
Bean Counter
Do you know where your business stands financially at the end of each month? Have you made a profit? Are your costs under control? How is your business tracking against its budget.
These & similar questions can all be answered using my management accounts service which is tailored to the needs of your business.
From £850 per month.
Bookworm
Keeping an accurate and up to date set of books using an accounting system such as Xero or Sage is essential for all businesses and that requires a good bookkeeper, a really good bookkeeper.
It’s not a service which I provide but I do know a lot of excellent bookkeepers who operate on a remote basis, who I can recommend.
Free service.
Ninja
In SME owner managed businesses, the contribution required from a Non Executive Director is different to that required in corporate PLC land.
NEDs in owner managed businesses need to provide a much wider range of advice and input based on a variety of past experience and knowledge from other businesses.
A Ninja possesses legendary superpowers and is capable of surviving anything which is thrown at them, that’s what this service provides and it doesn’t have to be a NED role.
From £750 per day.