Virtual CFO
Are you ready to take the next step
Grow your business
Market is rapidly changing, new markets are presenting with new opportunities, competitors are excelling and stealing your customers by offering better products or service. You want to grow your revenue, launch new products, increase market share, enter new markets, win back your old customers but you don’t have in house expertise and tools to financially analyse and evaluate the options and opportunities, validate new strategy and/or measure its success financially.
Improve your financial performance
You want to improve your cash flow and liquidity or may be you want to improve your financing leverage or bring debt to equity ratio to a acceptable level, or may be you are concerned about your working capital situation. What ever the issue with your main stream finances, you know that unless you get it fixed, you run the risk of getting into major problems with going concern of your business.
Reduce your expenses and overheads
Your revenue is increasing and is healthy but its not reflecting in your net profits. You suspect the problem lies in overhead cost and expenses but you are struggling to bring them down to appropriate proportions because of lack of appropriate tools and expertise to confidently identify and analyse key focus areas in terms of avoidability and acceptability.
Control your business better
Things are getting messy. May be your policies and procedures need reviewing or your financial controls are not holding and you feel you are loosing control of your business.
Reduce your business risk
Businesses that do not foresee, plan and put measures in place to tackle business risks, always suffer. But how can you plan and put measures in place if you are unable to identify and quantify the impact of risks to your business operations. The bigger the stake, the more the risk control planning is needed.
To implement such initiatives successfully, you need the expertise and experience of a qualified finance professional
In house FD or CFO
A Finance Director or CFO usually undertake such kind of strategic initiatives as they have the relevant skills and experience to follow it through successfully. However a full time FD/CFO cost around £60k – £200k, which for a small business with limited needs, is not an ideal solution.
Hire external Consultants
The other option is to hire external consultants for the duration of the project. A consultant typically charge anywhere between £350 to £1000 per day and can be more expensive if you need to hire multiple consultants with different skill sets. The problem with this is that once the project is complete and consultants are gone and if you still don’t have in house expertise, you will have to hire another consultant(s) every time you need further help., which can be very costly for a small business.
Outsource to Business Advisory Firm
As hiring a full time FD/CFO or an external Consultant(s) is not the best cost effective solution for a small business, the best option is to outsource the business advisory/CFO service to a firm of Business Advisors. However as with consultants, you ideally want all the expertise from one firm for better coordination and synergy but as you know not many firms out there, have all the expertise and skills you want under one roof. Some who do are either too big to effectively serve small businesses or they are too just too expensive.
QuickClick Accountants and Business Advisors offers one of a kind all in one business advisory package, in which you get business advisory and performance management services from your own dedicated Virtual CFO, who will help you achieve your business growth plans and improve profitability, while ensuring appropriate controls and procedures are in place for effective risk management and control at an affordable fixed fee
No 1 Choice for
Business Advisory - Your Own CFO
- Strategic Planning, Budgeting, Forecasting and Decision Support Modelling
- Monthly Management Accounts, Weekly Trading Snapshots and Board Packs
- Periodic Site Visits and Regular 1 to 1 Performance Review Sessions with CFO
- Business Health Check, Benchmarking, Key Performance Indicator Dashboards
- Every Business Advisory Client gets their own dedicated Virtual CFO
- Over 10 years industry experience of varied sizes and complexities
- All our CFO's are Certified Management Accountants from IMA
- Regulated by ACCA which is a testament to our high Professional Standards
- Online sign Up Discounts with Fixed Fee Structure and no hidden fees
What will you get in your Virtual CFO Package
Dedicated Virtual CFO
You get your own dedicated Virtual CFO. Our CFOs are fully qualified Chartered Certified Accountants and Management Accountants with 15+ years experience
Decision Support
We will use advance financial modelling techniques to model the cost & benefits to validate your business case
Management Accounts
Periodic management accounts and financial reports, prepared by Certified Management Accountant. specific to online business needs
KPI Pack
We design Key Performance Indicators and Business Analytics, that are critical to the success of your business in your Industry.
Business Planning
We will conduct strategic planning exercise with you and produce comprehensive five year Business Plan for you.
Budgeting
We will prepare your annual budget using the best budgeting techniques that suits your business and industry
Forecasting
We will produce your periodic forecast taking into account changing business and market conditions every quarter to ensure you are on track .
Benchmarking
We will assess your business performance as compared to your peers in the industry,
Business Health Check
Business Health Check is MOT of your business, in which we review your financial performance, evaluate your pricing and marketing strategies, access the capacity of your team and support systems
Weekly Trading Dashboard
We will prepare and send you a concise one page summary of your weekly trading activities. The content will be based on what is most important for you and your business.
Regular 1 to 1 Sessions
Your Virtual CFO will have regular one to one session with you on Skype to discuss every aspect of your business, just like if you have your own in house Finance Director / CFO.
Site Visits By CFO
Depending on your package we will have periodic site visits to spend a day with you and your team, attend Board meetings and review with you your financial performance and other matters on agenda.
Up to 60% Discount
By joining Quickclick Accountants, you will get exclusive discounts of up to 60% on any other compliance or advisory service you need
FP&A Software
You will get free subscription to market leading cloud based financial planning and analytical reporting software for small businesses.
24 Hr Response
There is no need to make appointments and wait for days for help. We guarantee to provide a response within 24 hours
Satisfaction Guarantee
If you ever feel unsatisfied and fell that we are fault, we will not charge you that months fee. This is our guarantee to you.
Benefits of our all in one Virtual Finance Director Services
- A good full time director for a small business can cost well over £60000 per year in salary plus you have to account for holidays, pension, sick leaves and other perks Part Time or Interim FD are also expensive. On average PT FD cost around £300+ per day. With Virtual Finance Director, you not only save up to 10 times and but also benefit from all other value added service the firm offers under one roof
- Our Finance Directors have many years of experience of working in different industries. Be it retail, engineering, manufacturing, IT, education, telecommunications, media, construction, recruitment or health services, you can be assured that you will work with some one who has extensive experience of your industry.
How it Works
STEP 1
Signup
You signup online, we get to know you and your requirements via online questionnaire
STEP 2
Initial Meeting
Initial introductory one to one session via skype with your CFO. Here we will brain storm your ideas, discuss requirements, expectations and agree working plan
STEP 3
Health Check
Business health check and benchmarking exercise will be conducted and recommendation paper submitted to you
STEP 4
Periodic Reporting
CFO will prepare and send you your weekly trading snapshots, monthly management accounts, and KPI pack
STEP 6
Support
One to one via skype or face to face (with Gold Package) with your CFO, who will present your management accounts to the Board and provide decision support finance expertise
STEP 7
Planning
Your CFO will hold periodic financial planning sessions which include production of Business Plan, Annual Budgets and Periodic Forecasts.
STEP 8
Annual Review
Review your annual financial performance against plan and forecast, Executive Summary and recommended plan of action
What our Clients Say
Nigel Slater
Mary Long
Choose your Package
BRONZE
Was £795
£495
per month
You save £3600 per year
- Dedicated Virtual CFO
- One site visit every six months
- One 1 hour one to one session
- 10 hours of decision support
- Business health check
- Forecasting - every 6 months
- Strategic planning - 5 year business plan
- Annual budgeting
- Benchmarking exercise & recommendations
- Monthly management accounts & board pack
- KPI and analytics pack
- Cloud storage and secured client area
- Integrated mobile app
- 24 hours response guarantee
SILVER
Was £1795
£995
per month
You save £9600 per year
- Dedicated Virtual CFO
- One site visit per quarter
- Two 1 hour one to one sessions
- 20 hours of decision support
- Business health check
- Forecasting - every quarter
- Strategic planning - 5 year business plan
- Annual budgeting
- Benchmarking exercise & recommendations
- Monthly management accounts & board pack
- KPI and analytics pack
- Weekly trading dashboards
- Financial planning software
- Cloud storage and secured client area
- Integrated mobile app
- 24 hours response guarantee
GOLD
Was £2495
£1495
per month
You save £12000 per year
- Dedicated Virtual CFO
- One site visit per month
- Four 1 hour one to one sessions
- 40 hours of decision support
- Business health check
- Forecasting - every month
- Strategic planning - 5 year business plan
- Annual budgeting
- Benchmarking exercise & recommendations
- Monthly management accounts & board pack
- KPI and analytics pack
- Weekly trading dashboards
- Financial planning software
- Cloud storage and secured client area
- Integrated mobile app
- 24 hours response guarantee
Outsource your Bookkeeping and Annual Accounts to us for complete end to end service
or choose the Services that you may need
Payroll
Year End Accounts
VAT
Bookkeeping
ReturnsOur Accreditation and Retained Partners
