PRACTICAL TAILORED SUPPORT

Here are examples of how practical, hands-on support, can look for clients.

Ad-hoc support

For coaching, sound-boarding, strategising, exploring exit options, a half or full day can be a great way to bring in an FD as and when you need them:

300 a half day 

600 full day

Package

for

Regular Support

Over a get to know each meeting, we can discuss your key priorities and challenges, giving  the context for your financial information and FD support needs.

 

A suggested option for monthly FD support, one that can evolve as your business needs do. 

1)  Management information & insights

 

-    Preparing a monthly financial and insight report

Management information and insights that are focused on your main business goals and challenges. Including visuals of key metrics. Tracking performance progress compared to forecast, and to key metrics/milestones.

-    Working with your bookkeeper or in-house finance person/people to ensure we provide complete and accurate accounts and management information*. Ensuring the best fit for your business, both now and future. 

 

* Training support for your bookkeeper or in-house finance person/people. If needed training can be given as separate an ad-hoc project. Using Xero online training to support and speed their learning. 

+  Strategic review meeting  

A meeting to review the management info, and feed into strategic discussions (2 hrs).

 

Strategic discussions can be financially mapped for their profit and cashflow implications. Strategic decisions will be added to the financial forecast. *  

* Minor changes to forecasts can be updated as part of the monthly management accounts, full re-forecasts or scenario forecasting of options can be ad-hoc project days as needed.

 

 

From 750 a month

 

 

 

2)  Ad-hoc call upon support 

 

FD consultancy acting as one of your management team, there as and when you need. 

 

Know you have FD level support to help answer your ad-hoc questions. For a quick meet, or advice on the end of the phone and email. 

 

1 day (7 hrs) of FD support to call upon as needed, throughout the month.

600 a month, + flexibility on extra days as needed 

 

 

 

The main consideration is offering practical, hands-on support that focuses on you, and flexes to your business needs. 

 

Looking forward to the prospect of working together. 

Package

for 

Regular Coaching

Commercial drivers, understanding your financials

 

Coaching on commercial and financial know-how, to the level you want.

 

Covers one-to-one practical on-the-business coaching, over a 1.5-2 hour meeting, plus prep.

 

Often coaching priorities cover:

 

1)  to use the financials as part of your decision-making,

2)  'piece of mind/see the gaps’ forecasting and

3)  milestone mapping for growth or an exit. 

300 a month

 
 

Projects for

Profit & Cashflow Trouble-shooting

Commercialise Your Idea

Enable & Maximise Growth

Health Check

Over view of results, identify sources of profit, cashflow and commercialisation. Recommend actions.

Health check  from 600

Root Causes & Route to Actions 

Deeper analysis of root causes and routes to actions.

Root causes   from 2,000

Plus option of regular monthly support for more complex or longer term action plans.

 

Project for 

Raising Bank Funding

Ready to Go  

Prep, review, meeting, follow up.

 

Financials check; funder requirements fulfilled; key points from funder's perspectives included and highlighted, or draw out together and add.

From 600

Getting Ready 

Preparation of Financials and Business Plan. Meetings.

 

Preparation of profit and cash-flow 12 MTh forecasts (plus feedback profit and growth insights); revenue projections, pipeline and commentary; operational and team commentary; Balance Sheet review (plus cashflow driver insights, risks and actions). Meetings with banks.

Indicative packages

 

Up to £500k turnover, to £50k funding raise        

Using Your Forecasts     2,500

Start From Scratch          4,000

Over £500k turnover, £50-100k funding raise      

Using Your Forecasts     4,000

Start From Scratch          6,000

+£100k funding raise            

Let's be in touch to find out more details.

 

Project for

Raising Investor Funding

Ready to Go   

Prep, review, meeting, follow up.

Financials check; funder requirements fulfilled; key points from funder's perspectives included and highlighted, or draw out together and add. Covering your business plan, pitch deck, IM or 1-2 page executive summary.

From 600

Getting Ready 

Preparation of Financials, Business Plan, Pitch Deck, IM. Meetings.

Market size and trend; value maximisation and de-risks; business growth proposition and exit potential. Preparation of profit and cash-flow 12 MTh forecasts (plus feedback profit and growth insights); revenue projections, pipeline and commentary; leadership team and succession plans; operational and team commentary; Balance Sheet review (plus cashflow driver insights, risks and actions). Meetings with investors.

Indicative packages:

To £100k funding raise        

Using Your Forecasts                2,500

Start From Scratch                     4,000

 

£100-500k funding raise    

Using Your Forecasts                4,000

Start From Scratch                     6,000

  

£500k-£1m funding raise         

Using Your Forecasts                6,000

Start From Scratch                  10,000

 

Over £1m funding raise

Let's be in touch to find out more details.

Let's chat
Tell me about you ...
☕️
Would you like to meet for a coffee, or have a chat over the phone or Skype?
 

Commercial inclusive thinking

BE IN TOUCH

  • LinkedIn - White Circle
© 2019  Amy Newton