Ensure your business is well-supported at every stage of its journey
We have tailored our FD services into tiers to cater to businesses at different stages of their growth, ensuring they receive the appropriate level of financial management support.
High-Level Plan
High-Level Plan is our silver package of services. It includes all features of In-Depth Analysis plus the following:
- Detailed quarterly performance monitoring
- Quarterly review meetings
- Monthly KPI performance monitoring
- Financial expertise from a part-time FC
- Enhanced performance from your finance team
- Monthly review meetings
Detailed quarterly performance monitoring
Gain in-depth insights into your business performance with our detailed quarterly monitoring reports. These board-level reports provide a comprehensive view of your key performance indicators (KPIs).
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Quarterly review meetings
Regular face-to-face meetings provide an opportunity to discuss your business performance, review strategic plans, and make necessary adjustments to stay on track with your goals.
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Monthly KPI performance monitoring
Our monthly KPI review service helps you stay on top of your business metrics, providing regular updates and actionable insights to improve performance.
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Financial expertise from a part-time FC
Engage a part-time financial controller to provide expert oversight of your financial operations. This includes financial reporting, budget management, and internal controls.
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Enhanced performance from your finance team
Integrate a part-time financial controller into your team to provide ongoing support and ensure seamless financial operations.
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Monthly review meetings
Regular meetings with your financial controller provide ongoing support and ensure you stay on track with your financial goals
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Leveraging our accounting data with the comprehensive management reports and regular planning meetings has transformed how we operate. We now have a clear view of our progress and can set realistic targets.