The income you are not getting.
We are the commercial FD your clients need. You keep the client and the relationship. And you earn the advisory and compliance work an FD engagement offers along the way.
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An FD working closely with a client sees the full picture.
Once we are inside a business, the opportunities show themselves. Cash tied up, a margin quietly slipping, an R&D claim never made, a sale coming in a few years. We spot them, and we refer the advisory and compliance back to you.
You get a more loyal, longer term client, a cleaner year end, and a stream of work you would never have seen. We do not compete with the practice. We work alongside you.
And when a client is squeezed on materials or imports, we can help them source smarter too. Another reason to send them our way.
What an FD engagement offers.
| Work coming back to you | What triggers it |
|---|---|
| Year-end accounts and corporation tax | The engagement itself. Every change we make lands in the year-end numbers, so the practice that prepares them is the practice that sees the result. |
| R&D tax credit claim | A business investing in product or process. Most SMEs never claim, and it is commonly missed at year end. |
| Directors' remuneration review | Salary, dividends, pension or personal tax not reviewed for two or more years. Almost always finds a saving. |
| Specialist tax advice | The one off tax questions a growing business runs into, capital allowances, VAT on mixed supplies, group structures or a transaction. Beyond routine year end. |
| EMI share schemes | An owner wanting to attract, keep and reward key staff. A tax efficient share option scheme, set up and administered. |
| Corporate finance: sale, MBO or acquisition | Owner starts talking about the future. Spotting it early means you earn the work, not a competitive tender. |
| Risk, audit & cyber | No financial controls, no cyber review, or no continuity plan in place. |
| IR35, PAYE, VAT & compliance | Status, coding and director's loan exposure found during the engagement. |
More than a referral. A revenue stream.
- A share of the ongoing retainer, for the life of the engagement
- All the advisory and compliance work above, referred back to you
- A better year end: cleaner records, fewer queries, a faster close
- Growing clients generate growing compliance, payroll and tax fees
- Immediate FD cover for any client with a gap, up and running in days
Fees are agreed case by case, because every client is different. Most see a return quickly.
New to this kind of work? We help you build it.
If you do not have the commercial FD experience in-house, we plug the gap from day one. And if you want to grow the offering yourselves, we help you get there.
Cover it from day one
No FD or commercial experience in the practice? We step in now, so you never have to turn a client away or pass them to a rival.
Upskill your people
We are happy to train your staff and work alongside them, so over time your practice can offer more of this itself.
Spot the opportunity
We go through your client base with you and flag where you could expand the offering, so the whole practice grows.
Commercial Finance Directors.
Two qualified FDs, Dave (ACA) and Keith (CIMA), with hands on experience across manufacturing, FMCG, property, defence, construction, print and tech. Two minds on your client, double the resource on a project, and cover when one of us is away. The advice is commercial, not just correct.
Extra commercial resource, whenever you need it.
Short on time or capacity? Bring us in as commercial finance directors alongside you. We have run sales teams, managed purchasing, overseen operations and led the negotiations, so your clients get commercial advice, not just correct numbers. Whatever they need, we will find a way, and you stay their trusted adviser.
Refer a client