Virtual Financial Director
Your All-in-One Financial Solution
Perfect for growing businesses with multiple Directors and up to 20 employees
As your business grows, managing cash flow, profitability and strategic decision-making becomes increasingly important. This package is designed for business owners who want deeper financial insight, greater accountability and proactive support to help them achieve their goals.
Everything included in the Proactive package, plus:
✅ Take control of your cash flow, not just your accounts. We go beyond producing forecasts and help you understand what's really driving cash flow within your business, giving you greater confidence when planning for growth.
✅ Identify and address the root causes of cash flow challenges. Together, we'll review your systems, processes, pricing, profitability and working capital to uncover opportunities for improvement and long-term financial stability.
✅ Create a clear roadmap for success. We'll help you define meaningful business goals, establish priorities and develop a focused 90-day action plan that moves your business forward.
✅ Stay accountable and on track. Regular review meetings ensure progress is monitored, obstacles are addressed and opportunities are acted upon before they are missed.
✅ Gain an experienced sounding board. Whether you're considering recruitment, investment, expansion or improving profitability, you'll have access to practical advice from someone who understands both business and finance.
This package is ideal for ambitious business owners who want more than compliance and are looking for a trusted adviser to help build a profitable, sustainable business that supports the life they want to live.
Investment starts at £1,500 + VAT per month
Dedicated Business mentor and Accountant
Our Cashflow Management Service Includes
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Cashflow forecasting and management coaching
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Monitoring actual cashflow vs. forecast
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Planning for large cash outflows
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Understanding cashflow drivers and Cash Conversion Cycle
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Identifying ways to avoid late payment penalties and interest
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Strengthening relationships with financiers and suppliers
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Gaining insights for better decision-making on cash and liquidity
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Ensuring your cashflow needs are properly funded
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Optimizing business processes to boost cashflow, profit, and value
Taxes
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Annual Company Accounts and Corporation Tax return
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Quarterly VAT returns
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Monthly Management accounts
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Monthly Financial review call
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Payroll for Directors and over 10 employees
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Self-assessment tax returns
Advisory support
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Business coaching
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Year-Round support
How to get started
Day 1
The Intro
Once you get in touch you will be asked to complete a short questionnaie which is designed to help you articulate your goals, values, and the main concerns affecting your business.
Week 1
Discovery call
We get to know you, your team and your business. We iron out any historical creased. We get your books up to date and we answer any questions you might have.
Month 1
Onboarding
Once you sign up, we handle the essential admin tasks and set clear expectations for compliance work delivery. We also outline strategic planning to ensure your goals are met effectively.