Strategic Financial Support
Need Strategic Financial Support?
As your organisation grows, there may come a point where you require more than management accounts and financial reporting.
Through our trusted strategic finance partners, we can provide access to experienced Fractional CFO support, giving you senior financial expertise without the cost of a full-time Finance Director.
A Fractional CFO can support with:
- Business growth and expansion planning
- New home financial modelling
- Funding and investment discussions
- Banking and lender relationships
- Group structures and governance
- Partner and shareholder reporting
- Long-term financial strategy
- Financial due diligence
- Acquisitions and growth opportunities
The Benefit of Combining Management Accounting with Fractional CFO Support
Many organisations either have bookkeeping support or a senior finance consultant. Few have both working together.
By combining monthly management accounting with strategic CFO support, you benefit from:
- Accurate and timely financial information
- Clear KPI and performance reporting
- Reliable budgets and forecasts
- Strategic financial guidance
- Better decision-making
- Improved financial controls
- Support for growth and expansion
This creates a complete finance function that scales with your organisation, providing both the detailed financial reporting needed to run the business today and the strategic insight required to plan for tomorrow.
Whether you need ongoing strategic support or occasional input for a specific project, we can help connect you with the right level of expertise as your organisation evolves. Contact us to discuss how we can support you going forward.
After working for many years in a financial institution in Brighton I decided to grasp the opportunity to set up Umbrella Bookkeeping services, I recognised the need for small to medium sized businesses to have a more cost effective solution for their bookkeeping and financial needs. If you are a small business who needs help keeping on top of your finances, I can work on a basis to suit your needs and budget.
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By leaving bookkeeping and accounts preparation to your accountant at year end your business is not keeping track of essential management information throughout the year. By having this information to hand, as well as a Cashflow forecast vs Actuals and Key performance indicators, you can see how your business is performing, and most importantly, in which areas it needs attention.
- Financial statements preparation ie. Profit and Loss & Balance sheet
- Setting up computerised or manual bookkeeping systems
- Maintenance of Purchase, Sales and Nominal ledgers
- Monthly, Quarterly bank reconciliations
- Debtors and Creditors listings
- Chasing Debtors
- Paying Creditors
- Accruals and prepayments
- Depreciation journals
- Analysing and posting of petty cash journals
- Cash flow forecasts
- Financial Analysis (Monthly KPI’s)
- Budget Forecasts
- Visits to your place of business to pick up paper-work and drop it off
- Monthly, quarterly meeting to go through the management reports and/or financial analysis
- Quarterly VAT returns & Tax Returns
