01202 022992
BH12 1PN, Poole, UK

Virtual Finance Office

your business, changing lives


Enjoy the best
financial control and business insights and get your life back

My Virtual Finance Office function has it all.

It enables you to keep your finger on the pulse of your business, using technology to provide real time insights into your business performance, all while freeing up your time to focus on what you do best.

Read more below and click on the image to the right to enlarge it see a comparison between a Virtual Finance Office, a full team and part-time help.

Read more below or CLICK HERE to get going
Accounting, Business & Advisory Services Poole, Dorset

So how does it work ? 

If your “TO DO” list is anything like this one then my Virtual Finance Office solution is right for you.

My Virtual Finance Office Service was designed for business owners who want to spend less time gathering together paperwork and more time on growing their business.

  • Your financial records and accounts maintained in real time using industry leading software
  • Staff payroll processed for you where staff can download payslips and documents from the cloud
  • VAT Returns prepared and submitted to HMRC
  • Payments to suppliers processed for you
  • Personalised credit control – get cash in your bank rather than your customers
  • Preparation of budgets and cashflow forecasts
  • Monitoring of budget spends
  • Monthly or Quarterly Management Accounts
  • Monthly or Quarterly meetings to dive into the numbers
  • Two page business plan
  • Annual goal setting meeting
  • Attendance at Board Meetings if required
  • Statutory Annual Accounts prepared and submitted to HMRC and Companies House
  • Tax planning for the Company and Directors
  • Retirement / exit planning

Don’t worry if your bookkeeping has fallen behind. I provide a catch up service as part of my Virtual Finance Office service, so I’ll have you back on track in no time.

But it goes further than bookkeeping and payroll 

I won’t just look after the financial side of your business, there’s more cogs in your machinery than just that.

I can also advise you on the strategic side, including the importance of business development as a vital part of your growth plan.

Business development is what helps your business move from slow, organic growth to fast-paced, hypergrowth. And it’s only by putting the right drive and expertise behind your business that you can turn your strategic ideas into real success stories.

Accounting, Business & Advisory Services Poole, Dorset
Accounting, Business & Advisory Services Poole, Dorset

So how can I help you with this ? 

I will talk to you about your strategic goals

The starting point for any kind of growth is to pin down your goals and aims as a business and as individuals. When you know what you want to achieve over the coming months and years, it’s far easier to define a strategy for success. And that’s easier to do that when you talk to an objective adviser, like me.

I can sit in on your board meetings, talk to your executive team if you have one and get a real handle on what makes the business tick. And, armed with this knowledge, I’ll work with you to drive the direction of your business and find the best opportunities for you to focus on.

I will help you create a clear growth strategy and plan

Having a defined set of goals is a good starting point. But to put this all into action in a productive way, you’re going to need a comprehensive plan.

My years of experience advising directors and business owners and their teams really comes into play here. I know the best routes to take, the budgets that will be needed and the right tactics for expansion. By putting these strategies into a clear plan, and linking this to agreed timescales, you have a route map to follow and action. A plan that I will help you follow and keep you focussed and accountable.

I can introduce you to a broader network of business partners

I work with a wide range of businesses across many different sectors, industries and niches. By introducing you to my network of clients, I welcome you into a supportive community of like-minded business owners. And that’s excellent news when looking for new trading and business partnerships.

This is a great way to build alliances and work together with other local businesses. And when you’re well-connected, you set the very best foundations for your future business success.

I can provide better routes to funding and investment

Whatever goals you’ve set for yourself and your business, it’s likely that you’re going to need additional funding or finance.

I’ll advise you on the most appropriate funding channels and how you can use these facilities to finance your plans. And I can also link you up with banks, lenders and business finance specialists – so you get the advice and finance you need to bring your planned growth to life.

Accounting, Business & Advisory Services Poole, Dorset
Accounting, Business & Advisory Services Poole, Dorset

I will help you track and measure your business growth

Meeting your targets takes time – and a whole lot of dedication. Measuring your growth over time, helps you stay on track.

I’ll help you create the reporting and metrics you need, so you have clear data to track your progress. I will provide you with timely monthly or quarterly management accounts that are bespoke for your business and future focussed.

I will hold monthly or quarterly meetings with you to keep things on track

As busy business owners, having the formal structure in place for monthly finance meetings can make a huge difference to profitability.

Whether you are working independently or part of a management team, taking the time to review and interrogate the numbers, understand how they all interact, review and set actions will really help as you strive for improved business profitability.

I will agree a meeting agenda that is bespoke to your requirements and make sure we focus on the important financial elements of your business growth strategy.

One size does not fit all 

I appreciate that when it comes to business one size does not fit all so neither does my Virtual Finance Office service. 

Typically a Finance Director would command a salary of around £75,000pa and a small finance team would come in at around £35,000pa.

I will prepare a service that is bespoke to your business with as much or as little that your need, require or your budget will currently support and all at a cost that will come in way below the figures above.

Ready to start chatting ?

Click on the blue button below and let’s get going.

Accounting, Business & Advisory Services Poole, Dorset