What we can offer you
Our accounting services include regular, easy-to-understand reporting. We provide reliable Management Information (MI), including dashboards, to focus on Key Performance Indicators (KPI’s) within your business.
We deliver monthly Management Accounts which are snapshots of your company’s performance. Along with these, we can help you plan and make informed business decisions for the future with forecasting & financial modelling. You’ll be able to consider different scenarios (e.g. pricing or product strategies) before committing resources.
We help you proactively manage working capital, including freeing up trapped cash (stock and debtors), and negotiating improved credit terms with suppliers.
We offer a Virtual FD service – an expert financial guardian angel watching over your company.
Strategic advice & relationships
PFD offer strategic planning to map out the future of your business. This helps you to achieve your company’s objectives and keep it on track. We provide an external perspective to help navigate along the way.
We establish profitability analysis to see which products, services and customers are profitable, and benchmark against your industry. We look at how your resources are utilised to identify key drivers and maximise efficiency.
We can manage relationships with external stakeholders. We assist in establishing and renewing facilities with banks and insurers. We prepare for year-end financial audits, and act as the point of contact with your auditors.
If required, we’ll assist with HM Revenue & Customs inspections, and help with compliance.
We can provide regular reporting for Shareholders and Investors, and have experience of the demands of Private Equity and Venture Capital investors.
Sounding board and trusted confidante
It can be lonely running your business with nobody to confide in or discuss sensitive issues. We can listen and offer informed confidential advice.
Prepare the Company for Investment
Whether acquiring initial Series A funding, or looking for an exit strategy, we can make sure your business is ship-shape. We ensure that the necessary corporate governance is in place, along with robust controls and scalable processes to achieve a high valuation.
We can help bring any outsourced finance team in-house, and coach, mentor & support them. As your business grows, we also offer recruitment and interim solutions to ease growing pains, and help you stay in control.
Employee engagement is critical in keeping a focused and motivated workforce, and we can help with implementing various solutions and best practice.
We provide training on Excel, Xero and Sage to automate processes and improve efficiency.