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Financial Director

The Financial Director service is often a stopgap before companies can afford a full-time in-house Financial Director, c£40k annual salary. Think about your year-end accounts, bookkeeping and VAT. Then think about all the financial questions and challenges you frequently face. Chances are, a Financial Director could help you answer these AND do your accounts, all without the £40k annual commitment.

Whilst we are open to offering this service to businesses of all sizes, you can fully maximise a service like this by ensuring you have the right level of bookkeeping system in place FIRST.

When is best to outsource a Financial Director role?

  1. You have set up and are actively using Xero as your standard accounting system.
  2. You are using invoice capturing tools such as Hubdoc, Dext or AutoEntry.
  3. You want to understand how your business is performing, not just how much tax is due.
  4. You have a robust bookkeeping system set up that includes:
  • Xero and invoice capturing
  • Debt collecting and credit limits
  • Staff expenses
  • Payroll and timesheets
  • Paying suppliers and authorising new suppliers

How it works

You’ll have a go-to chartered account to support you with financial issues across the business. Better yet, we’ll be here to take on those mammoth tasks so you don’t have to.

As your outsourced Financial Director, the services would look to include:

  1. Monthly/quarterly financial reporting to your Board with advanced use of reporting tools.
  2. Cashflow forecasting for the upcoming three months with scenario planning. 12 months cashflow forecasts are then reviewed quarterly.
  3. Budgeting for the upcoming three months with scenario planning. Annual budgets are also used for planning.
  4. Support with funding and capital-related work.

Not sure if it's right for you? Speak to our expert Financial Director Dean Anderson to see what you might need.


Since then I have actively engaged with Jamie & Dean, it has really changed my view of accountants for the better. They are extremely professional, do not speak in jargon, are super responsive but more importantly have advised me beyond expectations. - Mark

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