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Portfolio FD

Part-time / Portfolio FD / Virtual FD

As qualified Chartered Management Accountants we are trained to focus on business performance. We have many years' experience in firms large and small supporting commercial teams. Depending on the issues in your business, you might need more than accounting and tax.

Only large businesses can afford a full-time Finance Director ("FD"). A part-time option can give you many of the benefits at a fraction of the cost. Depending on your needs, this might be a half day or full day a month. This could be to solve specific problems or provide ongoing help and advice.

Why would you want a part-time FD? Business owners are usually experts in their area but cannot know everything. Also, business owners can become so bogged down in operations that they don't get chance to stand back and look at how their business is really doing. An FD provides that independent sense check and gives you a "co pilot"​ in running your business. We can help with the following sorts of questions:


  • What are the trends in my business?

  • How much cash will I have when it's time to pay my corporation tax?

  • Which products and services in my business are most and least profitable and how can I improve?

  • Where are there opportunities to increase cash flow or profitability?

  • Does this new contract I am pitching for make sense and need a second independent opinion?

  • How can I best increase prices for my customers?

  • How can I get more out of the software and tools I am paying for?

This service is for ambitious and growing businesses that need strategic financial advice and a deeper level of performance review and support for their business objectives.

  • Part-time finance director

  • Planning, budgeting and forecasting

  • Building a spreadsheet model to help with business questions

  • Analysis and monthly management reporting

  • Business plans and strategy review

  • Customer or product profitability analysis

  • Cash flow management and forecasting

  • Contracts and investment appraisal

  • Cost savings, expenses and supplier review

  • Pricing strategy

  • Projects

Please get in touch with us for more information about this service. If you are current clients, this is a service we can add to your package on a flexible and as-needed basis. If you have other accountants but need this service we can also support you.

Please book a no-obligation chat or get in touch with us through WhatsApp or email to see how we can help you.
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