From humble beginnings to multi-million-pound success – this is the story of how Nexa FD helped a West Midlands-based care service scale from £42,000 in revenue to an impressive £4.1 million turnover in just five years.
By embedding the Strategic Financial Planning approach, delivering consistent Virtual FD support, and focusing on actionable insights, we empowered this client to grow sustainably, confidently, and with clear financial direction.
The Challenge
The client – a small care service – faced common growing pains:
– Limited financial visibility
– Inconsistent cash flow
– No strategic financial roadmap
With no full-time finance team in place, the business was reactive rather than proactive, making decisions without data, clarity, or confidence.
The Nexa FD Solution
We introduced our Strategic Planning Framework, which included:
1. Business Growth Model
We mapped out growth targets, capacity planning, and funding options to scale operations efficiently.
2. Financial Infrastructure
We automated reporting systems, implemented cash flow forecasting, and developed bespoke dashboards to track KPIs in real-time.
Key Results
📈 Revenue Growth: From £42k → £4.1m turnover in 5 years
💡 Strategic Insights: Real-time dashboards drove better decisions
“A virtual FD freed my time and mind, letting me work on the business rather than in it“, says the care service founder. “It’s like having a magic wand for financial advisory. It’s not just about numbers; it’s about empowering businesses with the information they need to grow”.
Why It Worked
Nexa FD combined strategic thinking with hands-on support:
– Consistent Virtual FD Support – At a fraction of the cost of a full-time FD
– Scalable Financial Systems – Built to grow with the business
– Personalised Advice – Grounded in the real-world pressures of care services
– Clarity and Confidence – Empowering the client to lead with purpose
It’s phenomenal to witness the transformation in businesses. Whether it’s restructuring debt, improving profitability, or scaling operations, the impact of sound financial advice is life-changing.
The Power of a Virtual FD
More and more businesses are turning to Virtual FDs or Fractional CFOs to unlock growth without the overheads. For care providers, where margins can be tight and funding unpredictable, this support is critical.
Virtual FDs help you:
– Improve cash flow
– Build robust financial infrastructure
– Develop long-term strategic plans
– Access financial expertise without full-time cost
Conclusion: A Blueprint for Success
This case study proves that with the right partner and strategic clarity, businesses can scale fast – and smart.
If you’re a care provider (or any service-based or product-based business) looking to break through to the next level:
Take the leap. A Virtual FD is more than a number cruncher – they’re a gateway to transforming your business, your life, and your impact.
