What I offer
CFO
As CFO oversaw all financial activities, including planning, analysis, reporting, and risk management. Developed financial strategies, managed financial resources, ensured compliance with regulations, and provided financial insights to support strategic decision-making.
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Strategic Growth Development:
My team and I help businesses scale rapidly by providing strategic financial planning, performance feedback, and leadership coaching, empowering leaders to achieve significant growth and operational independence.
Strategic Financial Leadership to Boost Profitability
My team and I provide strategic financial leadership, specializing in comprehensive analysis and innovative solutions to boost client profitability. My approach includes leadership coaching, trust-building, and the strategic introduction of new services to drive significant revenue growth.
Comprehensive Financial Restructuring and Business Launch Services
My team and I provide expert financial restructuring and business launch services, including financial forecasting, loan acquisition, and operational refinement. My approach includes introducing effective HR measures to ensure sustainable growth and profitability.
Expert M&A Advisory and Due Diligence Services
My team and I offer expert M&A advisory and due diligence services to protect clients from potential risks and ensure successful mergers. My services include thorough investigation of target companies, negotiation of fair terms, and strategic guidance to achieve advantageous outcomes.
Specialized Tax Advisory and Dispute Resolution Services"
My team and I offer specialized tax advisory and dispute resolution services, including representation in tax tribunals. My expertise ensures accurate assessment and significant reduction of penalties imposed by tax authorities.
Maximizing R&D and Patent Rebates
Patent registration.
We specialize in maximizing R&D and patent rebates and offer patent registration services. If your project involves resolving uncertainty with a novel approach not in the public domain, you are eligible for significant rebates. Contact me to leverage my expertise for substantial financial benefits.
Comprehensive CFO Services for Organizational Empowerment
My team and I provide a full suite of CFO services, including budgeting, forecasting, financial planning and analysis, financial reporting, cash flow forecasting, working capital management, liquidity management, long-term financial strategy development, performance indicators etc.
Compensation Claims and Redundancy Services.
Use our Services to secure rightful compensation for integral features and building claims, including central heating etc
We handle creditor negotiations for companies that have closed due to poor trading, ensuring directors and staff with over two years of service receive redundancy pay
Navigate complex HMRC investigations and penalties with my support:
Leveraging my in-depth knowledge of tax and VAT, My team and I assist accountants and business clients by providing expert guidance on complex queries, HMRC penalties and investigations. I minimise tax through tax planning.
Unlock Funding with Competitive Loans"
We provide services to secure funding through competitive loans, tailored to meet the needs of clients, including those facing financial challenges. My expertise ensures access to the best loan options available.
Also grants are available for business who started for no more than 2 years ago.
Board-Level Oversight and Training Programs
My team and I offer board-level oversight and the development of comprehensive training programs in internal audit, forecasting, treasury management, and HR best practices. My focus is on team development and efficiency to enhance organizational performance
Strategic Financial Oversight and Audit Services
My team and I provide strategic financial oversight and audit services as a board member, ensuring clear and ambitious strategic priorities, plans, and targets. My expertise helps organizations achieve their financial goals with robust accountability.
Mentored and coached CEOs to grow their Organisations
Mentored and coached CEOs of organisations to grow in many different ways with my multi professional skills, multi board experience, multi credentials. For reviews please click the link below.
Bookkeeping, Accounts, Tax, Payroll, VAT services by my team
Comprehensive Bookkeeping, Accounts, Tax, Payroll, and VAT services. With 33 years of experience, my team excels in using XERO, Sage, and QuickBooks under my supervision, ensuring accurate and efficient financial management for your business. I am Focusing on CFO and exceptional services.
Experiences
Protected Clients in M&A Deal:
Prevented potential missteps for client Matthew during a proposed merger with an Indian tech company. Due diligence revealed the target company wasn't as flourishing as presented. Negotiated a fairer agreement, ensuring a successful merger on advantageous terms
Successful Tax Tribunal Representation
Currently representing an accountant's clients in a tax tribunal against HMRC. Successfully reduced an incorrectly imposed penalty by £6,000, with further reductions in progress.
Saved a car company 1.7 million vat.
Gave tax advice to 506 accountants/businesses
Secured Rightful Compensation and Redundancy Pay
Successfully secured rightful compensation for clients through integral features and building claims, such as electrical systems etc.
Exceptional Method: Dealt with Creditors for companies that closed due to poor trading, obtaining thousands of pounds in redundancy pay for directors/ staff.
Board Member Overseeing CFO and Implementing Training Programs
Serve as a board member overseeing the CFO of the London branch of an international organization active in 130 countries. Implemented training programs in internal audit, forecasting, treasury management, and HR best practices etc. Part of the finance and HR committee. Made productive suggestions.
Member Of Another Board Overseeing Accountant.
Serve as a board member overseeing the accountant of this organization. Also part of the finance and audit committee. I established clear and ambitious strategic priorities, plans, and targets to guide the organization towards its financial objectives.
Mentored And Coached CEOs:
Mentored and coached CEOs of several companies to grow their business in many different ways with my multi professional skills, multi board experience, multi credentials. They gave excellent reviews.
20 Strategic HR strategies:
In our client organisations Introduced 20 Strategic HR strategies to make staff more engaged, productive etc.
These strategies created powerful synergy in the organisations and made them very powerful like a laser beam which can cut through steel. Then the sky was the limit for growth.
Internal Audit:
Introduce a program of internal audit
In several organisations introduced a program of internal audit to check the systems are working as they should and evaluate the strength and weaknesses to eliminate weaknesses and build on the strengths. Identified and evaluates risks within the organization. Assessed effectiveness of controls.
Treasury Management:
This client organisation had a million pounds of cash in a bank earning hardly anything.
I convinced the CEO to invest in accounts earning 5% interest in safe banks and investments. The annual interest was £50000.
Now they had a passive income without having to do anything else.
Arranged Loans:
I used my contacts to arrange loans for client organisations after the banks refused it.
Also arranged grants for organisations.
I held a master class on funding for all types of organisations.
Empowered Organizations through Strategic CFO Services
My team and I Empowered numerous clients by delivering comprehensive CFO services, such as budgeting, forecasting, financial planning, analysis, financial reporting, cash flow forecasting, working capital management, long-term financial strategy development, and performance indicators etc.
Strategic Leadership:
Strategic Leadership:
For several clients: Initiated and implemented strategic planning and decision-making processes.
Provided financial insights to support business strategy.
Collaborated with other executives to achieve organizational goals.
Used technology to improve financial operations.
Multi-Million Pound Growth Architect:
Partnered with the MD to cultivate a start-up into a multi-million pound business within 4 years. Oversaw strategic and financial planning, provided monthly performance feedback, and offered leadership coaching, empowering the client to appoint an MD and achieve semi-retirement.
Increased Client Profitability:
Increased client profitability from £200k to £2 million as CFO. Conducted a comprehensive analysis to identify client behavior hindering customer/staff relationships. Implemented leadership coaching, built trust, and strategically introduced new services, resulting in a significant turnover increase
From Bankruptcy to £2 Million Success Story:
Aided a bankrupt client in closing their company and establishing a new venture. Oversaw financial forecasting and loan acquisition to support the new company's launch. Further refined operations by introducing HR measures, achieving a £2 million turnover and half a million profit within two years.
Achieved Significant R&D and Patent Rebates for Clients.
Successfully maximized R&D and patent rebates for numerous clients. My efforts recently secured a £200K rebate for a client by demonstrating their eligibility through innovative and unpublished approaches. Registered Patents.
Navigated Complex HMRC Rules for Clients
Leveraged my in-depth knowledge of tax and VAT to assist fellow accountants and business clients. Provided expert guidance on complex queries, managed HMRC penalties and investigations, and minimized tax liabilities through effective tax planning.
Master Class on Securing Competitive Loans/grants
Successfully unlocked funding with competitive loans/grants for clients facing challenges. Conducted a master class for an international business platform, sharing insights and strategies for obtaining favorable loan terms/grants
Bookkeeping, Accounts, Tax, Payroll, VAT services by my team
Comprehensive Bookkeeping, Accounts, Tax, Payroll, and VAT services. With 33 years of experience, my team excels in using XERO, Sage, and QuickBooks under my supervision, ensuring accurate and efficient financial management for your business and for 2976 SMEs. My Focus is on CFO and other services.
