"Making good judgments when one has complete data, facts, and knowledge is not leadership - it is bookkeeping."
Dee Hock - Founder & CEO of VISA Credit Card Association
A CFO is a Chief Financial Officer.
CFO Support is quite simply your opportunity to check your financial status before making any decisions in your business.
Of course the support is just advisory and it is your business, but it is your ability to sense check before you make any big investments.
Say you want to invest in a new course which is going to cost £1,000 before you hit ‘pay’ you can check your cash flow plan with your CFO.
Think of your CFO Support as your sense check, holding up a mirror, before you make big financial decisions in your business.
Whatever package you choose, you will receive the same service either quarterly or monthly.
Cash flow planning
Before the meeting we will plan out your cash flow for the coming months. To see if there is anything we need to be mindful of and truly understand how your cash is going to flow in and out of your bank account.
You will receive the plan before the meeting so that you can review and understand, and prepare any questions that you may have.
Before your meeting you will receive your financial reports, plus a video explaining what your reports mean to you. Allowing you to review the reports and understand what they are showing before the meeting.
By having a video, it enables you to watch it and prepare any questions you may have before our meetings.
In the money meetings we will look at a lot of reports which are critical to the success of your business.
No - every business is as unique and wonderful as you. So we work together together to create the perfect package for you.
We will manage your accounts email inbox (if you don’t have one - you need one!). Where we will review what invoices are due to be paid and make contact with your customers if needed.
We will also work with your suppliers to ensure that you receive the right documentation for your bookkeeping and discuss any discrepancies.
We will create a budget which aligns with your goals and ambitions for your business.
Your business is beautifully unique and so your bookkeeping requirements will be as well. After our initial call, I will send you a proposal of your monthly costs.
At Flourish Bookkeeping we use Xero.
If you use another bookkeeping software please do get in touch so that we can have a chat and discuss your options.
Yes - Absolutely. I would love to hear from you!
I am a Certified Bookkeeper with the ICB (Institute of Certified Bookkeepers). I am passionate about providing female entrepreneurs access to bookkeeping skills and knowledge.
I believe that you shouldn't have to hit the 'big bucks' before you can afford to financially understand your numbers.
I am on a mission to empower Military Spouses and Mothers in business to take control of their finances and cashflow.
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