Financial Management
Based in Devon
For Small and Medium Sized Companies
As a virtual bookkeeper we can deal with the day-to-day management of your business finances, explain them to you in a clear way each month, and help you to grow your business through providing clarity with your figures.
Financial Reporting & Insights
Understanding your numbers is key to making smart business decisions. I provide clear, insightful reports that help you stay in control of your finances.
Profit & Loss Reports – See where your business is making money and where costs can be managed.
Cash Flow Analysis – Track how money moves in and out of your business to prevent cash shortages.
Balance Sheet Reviews – Get a snapshot of your financial health, including assets, liabilities, and equity.
Custom Financial Summaries – Receive reports tailored to your business needs, helping you make informed decisions.
Budgeting & Forecasting
A well-planned budget keeps your business financially stable and prepared for growth. I help you set realistic goals and track performance.
Business Budgeting – Plan for expenses, growth, and investment opportunities.
Revenue & Expense Forecasting – Anticipate future earnings and costs to stay ahead of financial challenges.
Cost Control & Savings Strategies – Identify areas where you can cut unnecessary spending and improve efficiency.
Scenario Planning – Understand how different financial decisions could impact your business in the long run.
Supporting Your Business Growth
Good financial management is about more than just compliance—it’s about building a sustainable and profitable business.
Identifying Growth Opportunities – Spot trends in your finances that indicate when and how to expand.
Investment Planning – Assess whether you have the financial stability to invest in new equipment, staff, or marketing.
Pricing & Profitability Analysis – Ensure your pricing strategy supports your profit goals.
Risk Management – Minimise financial risks and prepare for unexpected challenges.
Ensuring Compliance & Financial Stability
Staying compliant with financial regulations is crucial for avoiding penalties and maintaining credibility. I help you stay on track.
Legal Record-Keeping – Maintain financial records in line with UK laws and regulations.
Risk & Fraud Prevention – Spot financial inconsistencies and safeguard your business against fraud.
Financial Health Reviews – Regularly assess your business’s financial position and stability.
