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SERVICES.

Portfolio Finance, Marketing and Technology Director services for ambitious and innovative companies.

PLANNING.

Your bookkeeper and year-end accountant have locked the compliance aspect of your business down tight.

However, understanding the barriers to your growth, identifying actionable steps forward, and strategically planning your future moves are still on the table.

For most small and medium-sized enterprises (SMEs), a full-time finance director may be overkill. Yet, the need for a reliable source of financial wisdom, guidance, and reassurance that their instincts are financially sound is undeniable.

My role is to collaborate with you and your business, providing practical and actionable insights, not just another piece of paper to file away.

Planning

It's time to tackle these critical tasks:

☑️ Establish targets & budgets for each department and location

☑️ Develop both short and long term cash flow projections

☑️ Craft a business growth strategy that aligns with YOUR vision of success

Empower yourself with the knowledge of when to invest in new equipment, the impact of new hires on your efficiency, the feasibility of securing additional financing, and strategies for elevating your business to new heights.

SYSTEMS.

As your business expands, the foundation of your success becomes increasingly reliant on your data, systems, processes, and software.

It's crucial to have robust systems in place to assure you that your business operations align with your vision and allow for the early detection of any issues.

Exploring various software solutions can be overwhelming due to the multitude of options and pricing structures available. How do you determine which solutions not only fit your business needs but also offer the best value?

Maybe you've already made a commitment to a solution that hasn't lived up to your expectations.

This is where my expertise comes into play. I offer a full assessment of your business systems and provide guidance through the maze of choices, recommending solutions that are not only cost-effective but also seamlessly integrated. 

Odoo Roadshow

It's time to:

☑️ Make more revenue from your existing customers by understanding their data

☑️ Get rid of costly manual work and get your systems working together

☑️ Ensure you are capturing all the data you need to make informed business decisions

With a clear understanding of how your systems fit together, you will save time and money and achieve greater control over your business.

INSIGHT.

Dive deep into your financial landscape to uncover the drivers of your profits and the drains on your resources.

This exploration can span everything from evaluating the profitability of specific products or clients to scrutinising your operational expenses and service offerings. If the profitability of certain business segments remains a mystery, now's the moment for clarity.

Arm yourself with the insights necessary to fortify your balance sheet and enhance profitability.

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Let's get moving on:

☑️ How your business is performing against the measures that matter to you

☑️ Where you can improve profitability and drive down costs

☑️ Building a strong balance sheet as a platform for future growth

With a clear understanding of the story your financials are telling, you'll be poised to make informed decisions about your company's future direction and strategies.

TRANSACT.

Expanding your business often requires a financial boost far beyond what traditional bank loans can offer.

From hefty investments in equipment and machinery to acquisitions or setting the stage for your future exit, my expertise lies in pinpointing the precise financial scope and structure needed.

Moreover, I can help you assess opportunities and connect you with  financier that has the right appetite to back your ambitions for growth and progress.

No more tedious bank meetings to slow down your progress.

Two Businesspeople shaking hands indoors

I can help you:

☑️ Boost your reputation and strengthen your connections with banks, investors, and key stakeholders.

☑️ Conduct in-depth financial investigations into your customers, suppliers, or potential acquisitions

☑️ Help you prepare the business for your future exit maximizing your return

Collaborating with an experienced finance expert can transform the way financiers perceive your business, significantly enhancing your chances of securing the favorable deal you've worked so hard for.