All Packages can be Tailored to meet Specific Needs
Bronze:
- Provide strategic input for areas of growth suggesting areas of improvement for profits and protecting cash. Review of accounts with advisory corrections if required, prepare management accounts, advise areas for improvement.
- Includes 60 minute scheduled monthly management meeting.
- Maximum response time 24 hours if received between 8:30 – 17:00
Silver:
- As above support plus investigate variances to forecast with narrative, create and update detailed cashflow forecast, quarterly virtual management meeting.
- Includes 2 x 60 minute scheduled monthly management meetings.
- Maximum response time 24 hours if received between 8:30 – 17:00
Gold:
- As above support plus attend virtual monthly management meeting with continual business cost review and quarterly cash forecast update. Mentor finance team, liaise with external partners, and inclusion on organisation chart as company CFO (if desired).
- Includes 2 x 90 minute scheduled monthly meetings plus a half day ‘in the office’ – within 20 mile distance from PR2 2YP, or virtually available if further afield.
- Maximum response time 5 hours if received between 8:30 – 17:00
Platinum:
- As above service plus update quarterly business forecasts as required, develop and maintain performance metrics. Drive strategy throughout organisation, breaking down into tactical objectives and projects.
- Includes 2 x 90 minute scheduled monthly meetings plus two half days ‘in the office’ – within 20 mile distance from PR2 2YP, or virtually available if further afield.
- Maximum response time 3 hours if received between 8:30 – 17:00
N.B. All clients are able to contact as required throughout the month irrespective of scheduled meetings. Book-keeping, VAT returns and year end accounts preparation can be a bolt on to above retainer packages at additional cost if this support is not already in place for your business.