Initial face to face meeting

PFD pride ourselves on being practical and easy to work with. At our initial meeting we get to know you and your business, and explain our services. Discussion will include opportunities and any pressure points within your business. We’ll talk about your business goals, and help quantify them in terms of growth, profitability or an exit strategy.

Agree an action plan

Moving forward, we undertake a company financial health check, reviewing key areas and controls. We then discuss how we’ll work together – On site, Virtual or Hybrid – and agree a simple-to- understand action plan.

Ongoing management

PFD initiate focused Management Information (MI) and Key Performance Indicator (KPI’s) Dashboards to help you run your business and achieve your goals. We coach, mentor & support the Finance team as your business develops.

We provide regular reporting – Management Accounts to let you know how your business has performed, and financial modelling to forecast future outcomes.

We calculate profitability of products, services and customers, benchmarking these against your industry.

PFD is your financial guardian angel. We watch over the financial areas of the business, freeing up your time to focus on your priorities.

Strategic advice

PFD assist with leading and driving process improvements within the business. We regularly review business performance and refine strategy to support growth and expansion.

Need an independent viewpoint? It can be lonely running your own business, and we act as a sounding board and trusted confidante, helping you make difficult decisions with impartial advice.

Virtual FD – An expert financial guardian angel watching over your company

PFD use cloud accounting (Xero or Sage) which has many benefits:

  • Multi-user instant access from any device (pc, mobile or tablet) with internet access
  • Simple and secure (all data automatically backed up)
  • Low fixed cost (pay by monthly subscription)
  • Doesn’t require updates
  • Customisable with many add-on apps


We monitor the health of your business and let you know if there any opportunities or issues approaching.

Contact is regular and can be via email/phone/skype/face to face – whatever suits you.

Cloud accounting allows for real time advice by your Virtual FD with online collaboration to ensure an up-to-date position.