Advisory
Finance Partner
A commercially focused finance partner for your business – without the cost of a full-time Finance Director.
What you get
What’s included
- Monthly management accounts
- Rolling cash-flow forecast
- Quarterly forecast updates
- Monthly finance meeting
- Profitability and working-capital analysis
Why it matters
Many owner-managed businesses reach a point where the owner is making significant decisions – hiring, pricing, investment, borrowing – with numbers that are months out of date. A full-time Finance Director may not be proportionate at that stage.
The Finance Partner service gives you up-to-date management accounts, a rolling cash forecast and a regular meeting with someone who understands both the numbers and the commercial decisions behind them.
It is also the foundation for what comes next: reliable monthly numbers make funding applications, acquisitions and an eventual sale far more straightforward.
When this is the right step
The business has grown beyond year-end accounts, and decisions about hiring, pricing, investment or borrowing need current numbers and someone to talk them through with.
What a typical month includes
Up-to-date management accounts, an updated rolling cash-flow forecast, and a finance meeting to review performance and the decisions ahead.
How it works
Set up
Agree the reports and KPIs that matter for your business.
Each month
Management accounts and an updated cash-flow forecast.
Meet
A monthly finance meeting to review performance and decisions ahead.
FAQs
Common questions
How is this different from a Fractional FD?
A Finance Partner gives you regular reporting, forecasting and a monthly financial review and support. A Fractional FD or CFO provides deeper senior financial leadership, with more hands-on, strategic involvement – for example leading budgeting, preparing information for lenders or transaction preparation.
Can it work alongside my current accountant?
Yes. We can provide advisory, funding, acquisition, valuation and exit support alongside your existing accountant where appropriate.
Is there a minimum term?
Advisory services are monthly engagements. Any minimum term is agreed with you in the engagement letter before work starts.
Related services
- Advisory
Management reporting, Fractional FD and Fractional CFO support.
- Funding
Funding readiness and lender information.
- Exit readiness
Preparing the business for a future sale.
Next step
Interested in Finance Partner?
We agree the scope and pricing with you before work starts.