Management Accounts & CFO
Monthly reporting, KPIs and a part-time finance director when you need one.
Price
From £450/mo
- Who it's for
- Businesses turning over £500k+
- Type
- Business
ICAEW Chartered
Overview
Management Accounts & CFO, explained.
For growing businesses that need more than compliance. We produce monthly management accounts, a rolling cash flow forecast and a KPI pack, then sit down with you to decide what to do about it. Think of it as a finance director, without the full-time salary.
Highlights
- 01Monthly management accounts and KPI dashboard
- 0213-week rolling cash flow forecast
- 03Budgets, scenario models and board packs
- 04Monthly review meeting with a senior adviser
- 05Support with lenders and investors
How it works
- 1
Discovery session on goals and current reporting
- 2
We build your reporting pack and forecast model
- 3
Monthly close and review meeting
- 4
Quarterly strategy session to reset targets
Good to know
- Usually combined with our bookkeeping service.
- Fundraising support is scoped as a separate project.
Questions? Call 0161 555 0142 and talk to our advisers.
Keep exploring
You might also like.
More from Oakmont Wealth that pairs well with this one.
Accounts01Bookkeeping
Reconciled books every month, so you always know where your cash is going.
Accounts02Year-end Accounts
Statutory accounts and Corporation Tax returns, filed early and explained properly.
Tax03VAT Returns
Quarterly VAT returns submitted under Making Tax Digital, checked twice.
Payroll04Payroll & Pensions
Accurate payslips, RTI submissions and auto-enrolment, run on time every month.
Tax05R&D Tax Credits
Claim back the cost of innovation, with a technical report that stands up to scrutiny.
Accounts06Company Formation & Startups
Set up the right structure from day one, with banking, VAT and payroll sorted.
Tax07Self Assessment Tax Returns
Your personal tax return done properly, filed well before 31 January.
Wealth08Financial Planning
A clear plan for your money, from today's budget to the day you retire.
Get started
Ready when you are. Book a call today.
Tell us what you need and our advisers will take it from there. It's quick, there's no obligation and we reply the same day.