Services Offered

Financial support isn't just about reporting figures and saying you need to spend less. It's an effective way of ensuring you have enough money to achieve your goals, whether that's hiring new staff or opening a new office. Here are some of the services I offer at Westerby Consultancy that will give you the insight you need.

Finance director support

Don't have the budget to hire a full-time finance director? Need a little extra help while you recruit a new FD? Looking for some financial advice to drive your business forward?

I have over 20 years of experience and have worked as a finance director for several businesses. I'll work with your leadership team face-to-face or remotely, advising, supporting, and acting as a sounding board.

Financial forecasting

It's important to know what your finances will look like in the weeks, months, and years ahead

I'll look at your current income and expenditure, so you have the confidence to understand how your business will perform in the future. I believe in honesty and transparency, so I'll help you make positive changes if things don't look how they should.

Finance department review

It's an exciting time when your business is on the grow. If you know your finance department needs to scale to meet demand but aren't sure how to get started, I'll conduct a full audit of your finance team.

That way, you'll know how many people you need, what skills they should have and what third-party support will take your business to the next level.

Business plans

If you're looking to raise funding, prepare for growth, or are considering exiting your business, you need a plan of action.

I'll work with you to create a detailed, well-researched business plan, performing a financial analysis and making financial projections. I can also review and update your existing business plan to reflect your ever-changing goals.

Reporting review and insight

From balance sheets to cash flow, financial reports can be confusing. If you're unsure what you need to report on, or don't know if your current reports add value to your business, I'll review your existing reporting.

I'll then recommend what changes to make to ensure your reporting processes are all-encompassing and give your team the information they need.

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