Outsourced Finance Director – Case Studies

Case Studies

To give an appreciation of the benefits of an out sourced finance director, here are some examples of our recent assignments.

Solicitors Practice

This solicitors practice employs 25 staff, with a turnover of £1m.
Our outsourced finance director services include management accounts, tax planning, cash flow business plans for the banks and meeting bank managers. With regard to the bank manager meetings, the client finds that the presence of an FCA in the meeting has a positive impact.

Demolition Contractors & Plant Hire Company

Fifteen staff currently work in this business, generating a turnover of £1.8m in the current, very difficult economic climate.

It is felt that our most important contribution here at present is the preparation of the data for estimates of the business impact of the recession. This is assisting in guiding decision making in these very difficult times for companies in the construction industry.

Investment Fund Managers

This new company was formed during the course of a management buy out. John Culwick designed and documented the financial control systems for the new start business. Given the nature of its business, the company needs to work within the FSA requirements for capital adequacy. This in turn requires forecasts of the effects of business expansion on the business finances.

The outsourced finance director role also involves dealing with the company’s auditors.

Construction Related Company

In a freelance director role, John Culwick was able to identify trading losses being made by the company ay an early stage. This enabled the company to crystalise a substantial tax refund.

Architect & Planning Consultant

John Culwick provides general financial management and control of the business, allowing the director to concentrate on developing the prime activities of the consultancy.

General Outsourced Finance Director Contribution

We hold detailed and focussed discussions with clients regarding the probable impact of the recession. An important contribution here is the preparation of scenarios and presenting them to the banks in a pro-active manner, to ensure funds are available to meet operational needs of the business.

Outsourced Finance Director & Financial Consultant – Southend, Basildon, Brentwood, Benfleet, Romford, Chelmsford, Essex & Kent

Top

Home | Profile | Links | Contact | Services | FD Services | Taxation
Credit Management | Acquisitions, Mergers & Sales | Fund Raising | Case Studies | Site Map

Matrix House, 12 – 16 Lionel Rd, Canvey Island, Essex, SS8 9DE

Site Designed and Hosted by Autus