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Management and FD

A finance director, on call.

The finance director in the room when decisions get made - without the full-time salary.

What's included

What the Profit package adds

Everything in Ledger, plus the management side of the numbers.

Cashflow management

Cash forecast and managed so the business never runs dry.

Budgets

Budgets prepared and presented with you each year.

Variance analysis

Actual against budget every month, and the forecast reset.

Monthly business reviews

A sit-down over the numbers and what to do next.

Internal controls

Processes that stop money leaking out of the business.

Finance director services

A finance director for the board, the bank and the big decisions.

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At a glance

Management and FD, in four lines

Management and FD at a glance
What it coversCashflow, budgets, variance analysis, monthly reviews and a finance director
How oftenMonthly
Filed with or delivered toYou and your board
In which packagesProfit
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How we run it

How it works, step by step

  1. 1Budget set

    We build the year's budget with you.

  2. 2Books closed monthly

    Your bookkeeper closes the month on time.

  3. 3Variances read

    Actual against budget, with the reasons.

  4. 4Review and decide

    A monthly review with the finance director, and actions agreed.

Meeting room set out for a team session
Packages

Part of the Profit package

Spark bandNot included
Core package

Not included

fromP1 900per month
Courtship band upNot included
Ledger package

Not included

fromP3 600per month
Courtship band upIncluded
Profit package

Included in full

fromP6 400per month

All fees in Pula.

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Management and FD

Ready when you are.

Tell the desk about your business. You get your band, your package and a fixed monthly fee within one business day.

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For bookkeepers

Are you a bookkeeper? Come home.

Join the Olorato team. We bring the clients, the brand and the systems - you bring the skill.