DOVETAIL FINANCIAL SOLUTIONS
Services
I will work with you to understand exactly what help you need, and tailor my services to your specific needs. There's no assumption that 'one size fits all' here.
We might work together on an ongoing basis, or shorter term on a specific project that you'd like some support with.
The below gives you an idea of the types of services that I can provide, but if you're looking for something not mentioned below, just ask.
Management Information and Insight
Providing clear, regular and bespoke management information and analysis to help you make timely and informed decisions.
Working with you to help you understand how your business is performing, and make incremental improvements to profitability and cash flows.
Speed up your decisions by making use of the information available in your business - the data doesn't lie.
There's no need to wait for your annual accounts or to make decisions blind.
Production of Budgets and Forecasts
Helping you improve your business performance by having a plan to work towards. Something to compare against each month or quarter.
Preparation of accurate budgets and forecasts for Profit & Loss, Balance Sheet and Cash.
Monitoring performance vs plans and helping you to keep on track.
Scenario analysis - "what if x happens"
Financial Control
Ensuring you've got the right financial processes and systems in place to grow your business with confidence.
Financial control is essential for a successful business.
It might not be as shiny and exciting as analysis or forecasting, but ignore it at your own risk.
From regular balance sheet reconciliations, to financial procedures and policies, financial control will help set your business up to succeed.
Other Services
I can work with you to tackle a whole range of things, such as:
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Attending board meetings
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1-2-1 or group coaching to better understand your financials
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Working capital improvement projects
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Preparing for a sale - preparation of data packs
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Interim support to cover vacancies
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Support with finance systems transitions
