Reporting
Reliable figures and clear reports for the people who run and govern your organisation.
- Management accounts review
- Board and trustee reporting
Plymouth, Devon and Cornwall
Finance Director expertise, when you need it
Senior financial leadership for SMEs and charities, without the cost of a full-time hire.
- ICAEW Chartered Accountant
- Professional indemnity insured
- Registered with the ICO
Why a fractional FD
Senior expertise
Finance Director experience without the cost of a full-time salary.
Flexible support
Support that fits your needs, from a few days a month.
Clear reporting
Board-level reporting and plain-English advice.
Services
Planning
Forward-looking numbers and senior input to support the decisions ahead.
- Financial modelling and forecasting
- Budgeting
- Strategic financial advice
Assurance
Oversight so that obligations are met and year end runs smoothly.
- VAT and compliance oversight
- Supporting audits
Fixed fee
Fixed-fee annual finance health check
For small businesses: an annual review of your numbers, controls and forecasts, with clear actions, for a fixed fee agreed up front.
Ask about a health checkHow I work
An initial conversation
About your organisation and what you need.
Agreed scope
Set out in an engagement letter, alongside my Terms of Business.
Regular, flexible support
That fits around you and your team.
Clear reporting
In plain English, so you always know where things stand.
Who I work with
- SMEs that need senior finance input without a full-time Finance Director.
- Charities, supporting chief executives, finance leads and trustees.
- Referrers such as accountants, bookkeepers and advisers whose clients need FD-level support.
