Something more to offer
Management accounts and insight give you a service to sell beyond the statutory work you already do.
For your firm
Your best clients will need more. Be ready when they ask.
The businesses growing fastest often outgrow statutory reporting first. FD Suite lets your firm offer the next step, without becoming a different kind of firm.
The questions
You already get asked these. Now you can answer them.
| Your client asks | Where you find the answer |
|---|---|
| "We made a profit, so where's the money?" | The cash flow summary and debtors pages show where the cash went. |
| "Are we going to run short of cash?" | The cash flow forecast runs up to 12 months ahead, including tax payments. |
| "What if we put our prices up?" | The strategic planner and scenarios show the effect on profit. |
| "How much do we need to sell to break even?" | Break-even analysis gives the figure and the margin of safety. |
| "Can I take a dividend?" | Directors and dividends compares dividends with estimated reserves and flags overdrawn loan accounts. |
| "The bank wants figures. What do we send?" | The investor and lender page and the report pack give you a document to send. |
What it means for your firm
A service to sell, and a reason for clients to stay.
Stronger client relationships
Regular conversations about what's ahead give clients a reason to talk to you all year, not just at year end.
Confidence in what you send
You choose the content, check it and add your own commentary before a report goes out.
Your judgement still matters
A tool for your expertise, not a substitute for it.
FD Suite does the analysis and gives you a report to work from. What you know about the client, and the advice you give, remains yours.
Some clients will still be right for a fractional finance director. FD Suite is for the many who would rather ask you.
Directors and dividends, shown with sample data. It raises warnings for you to review and doesn't calculate the tax.