Our Services

Bespoke Management Accounts

Management accounts provide valuable insights into the financial health and performance of a company, enabling management to make informed decisions, identify areas for improvement, and monitor progress towards strategic goals. Unlike annual accounts, management accounts are tailored to the needs of management and decision-makers within the organisation and are prepared more frequently, typically monthly.

We provide an outsourced monthly management accounts preparation service, ensuring our clients have accurate, dependable, and timely financials throughout the year on which to base important business decisions. No two businesses are the same, so each of our monthly management accounts packs are bespoke.

Part-time, interim & project FD support

Our part-time FD / CFO service (also known as outsourced FD or fractional CFO) provides businesses with high-level financial expertise and strategic guidance on a part-time or as-needed basis. This typically works well, and can be a cost-effective solution, for smaller or growing companies that may not have the resources or need for a full-time FD/CFO but still require strategic financial leadership.

Our Project FD / CFO service provides businesses with financial expertise and strategic guidance on a particular project or transaction. This can include working alongside an in-house FD / CFO to provide additional resource and experience, as well as supporting businesses with no in-house FD / CFO.

Our Interim FD / CFO service provides businesses with cover for periods of absence or recruitment, ensuring financial stability and leadership continuity within a company during times of change or transition.

Integrated Financial Models & Forecasts

Financial modeling takes financial forecasts and builds a predictive model that helps a company make sound business decisions based on its forecasts and assumptions. An integrated financial forecast pulls together the Profit and Loss, Cashflow and Balance Sheet into a linked model, allowing changes in inputs and assumptions to automatically feed through to all three. This gives a complete overall financial picture rather than looking at individual reports in isolation.

Not only does an integrated financial model provide management and decision-makers with a clear overview of their company’s financial health, but it also provides a potential lender or equity investor with reassurance. Banks and other lenders often request an integrated financial forecast model because of the overall picture it gives.

Transaction readiness & due diligence

Financial due diligence helps stakeholders make informed decisions by providing a clear and detailed understanding of the financial health of a company.

An independent assessment of the financial position of a business often proves a crucial role, whether you are making an acquisition, preparing to sell or looking to invest.

We provide financial due diligence services across a wide variety of transactions and sectors and have recently worked with some of the main funding bodies in Wales including the Development Bank of Wales, Investment Fund for Wales and the Cardiff Capital Region Investment fund.

Fundraising and transaction support

We work with businesses to both help them prepare for transactions, ensuring their finance function and information is in order, as well as supporting them through the transaction itself. This might include working on an acquisition, MBO, sale or integration of a business, or raising finance.

Our fundraising and transaction support services provide businesses with financial expertise and strategic guidance on a particular project or transaction. This can include working alongside an in-house FD / CFO to provide additional resource and experience, as well as supporting businesses with no in-house FD / CFO.

Finance training and mentoring

We provide Finance Training & Mentoring to a wide range of organisations. No two business are the same, so we tailor our support to the specific needs of the organisation.

Often this starts where we are providing part time FD/CFO service to a business with a junior finance team.  We can work with the team or selected individuals to help upskill and create finance teams that are not only highly skilled but also collaborative and engaged, driving better overall performance.

We also provide finance training and development to those without finance backgrounds, helping increase financial awareness throughout businesses, from management and senior leadership through to business owners.

Budget cycle support

Budgeting is an essential process, especially for growing businesses. A business budget provides a structured framework for financial planning, monitoring, and decision-making, enabling a business to allocate resources effectively, control costs, and work towards achieving its objectives.

Business budgets can take various forms depending on the size and complexity of the organisation. We help businesses of all sizes with their budgeting process, from very straightforward small business budgets right through to larger and more complex business budget cycles.

Board & NED support

We sit on the board of many of our clients in an FD / CFO capacity as part of our Part-Time, Project and Interim FD services. If our FD role naturally comes to an end, whether that be on completion of a project or filling of a vacancy, we can then remain on the board in a finance NED capacity.

We also provide a range of services and assistance to support a company’s board and NEDs to help them fulfil their roles effectively. This support helps ensure good governance, strategic guidance, and oversight within the organisation.

Business plans & strategy sessions

Our business plan and strategy session services involve providing resources, facilitation, and guidance to help businesses develop, refine, and implement their business plans and strategic initiatives. This support helps ensure that companies have clear, actionable plans that align with their long-term goals and market opportunities.

Our team brings a wealth of experience from working across different sectors and with businesses of all sizes and stages of their life cycle.

Project and stakeholder management

Managing projects and consulting with stakeholders can take up considerable time and resources for businesses. Some businesses, particularly small and growing businesses, may also not have the in-house expertise or experience for a particular project.

Our project and stakeholder management services go hand in hand with our outsourced FD services, whereby we can take the lead on managing projects and dealing with associated stakeholders on behalf of businesses. This might include working on an acquisition, MBO, sale or integration of a business, or raising finance. We are well networked and have good working relationships with banks, lawyers, corporate finance providers and other external advisors.