Financial Modelling, Strategic Advice & CFO Services
If you’re a small business that needs monthly financial reports and occasional CFO support, then check out our bookkeeping page – we provide these services as a standard part of our monthly bookkeeping package. If you have more advanced finance needs, then read on.
Is your business looking to grow, raise money or get into saleable shape? Do you need to make and maintain a Financial Model or Cashflow Forecast? These are all things that Stephen Beard, the Managing Director of Plyo Bookkeeping can help with.
You can save yourself time and money by adding the CFO level services that you require to your monthly bookkeeping package on an a la carte basis. Starting prices for services are given below, but for a more accurate quote please book a call.
Financial Modelling
When living in the UK, Stephen was the Financial Director for one of the UK’s largest online alcoholic drinks retailers. He went through multiple equity raises, and has excellent experience in building and presenting financial models. Whether you need a financial model for external investors, or an internal budget or forecast for managing supply chains and operations – we can build and maintain these for your company. The starting price for building and maintaining a financial model on a monthly basis is $1,000 per month, with price varying depending on complexity and exact requirements.
Getting Ready To Sell Your Business
Having built your business up over a number of years, there may come a point when you want to cash in and move on. It’s far easier to sell a business that’s in ‘turnkey’ condition, but getting to this point requires substantial work. You need a business with excellent internal operations, that is capable of running itself with minimal input from the owner. Stephen Beard has a CFO background, but has also been Operations Director for several companies. He can perform a full review of your business system and structures and assist in creating a roadmap to a turnkey business. Pricing on this type of engagement is very dependent on your circumstance – so a free consultation is recommended.
Financial Review & Strategic Advice
If your business is looking at making a major financial decision, such as whether or not to buy a long term asset, we can help put meaningful numbers and estimates on the potential risks and values of making such an investment. We can also offer advice and a CFO view point on other ad hoc business decisions that you may be facing. The starting price for this service is $500 for a consultation session, with price varying depending on complexity and exact requirements.