Cost-effective fractional CFO services for your business

As your fractional Finance Director, FDPack’s unique combination of software tools and commercial expertise gives you instant access to the insightful management information any business needs – all without the risk of an in-house equivalent and for a fraction of the cost.

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See the numbers you need to make better decisions

FDPack delivers the financial clarity that helps businesses achieve better outcomes.

Our fractional Finance Director service combines experience and expertise with proprietary forecasting software, to give business owners a clear view of what’s ahead, so you can always be confident in making decisions whether you’re looking to raise funds, scale or plan for exit.

Key benefits of choosing FDPack

We give SMEs the clarity to make good decisions now — the kind that positively shape what happens next. From financial visibility to confident planning, here’s what sets us apart — and why our clients trust us.

  • CFO level experience and expertise without the cost and risk of hiring in-house.
  • Proprietary planning software built with financial expertise.
  • Time-saving, stress-reducing, confidence-building financial management.
  • Smarter decisions today, based onforward-looking financial insight.
  • Rolling forecasts updated monthly —always current, always decision-ready.
  • Customised reports for owners, directors, boards, senior management and stakeholders.
  • Clarity on where your business stands —and where it’s heading.
  • Fixed monthly fee — no hourly rates and no surprises.
  • Reliable and comprehensive financial statements to support funding or exit plans.

Software and a Service

We are the only UK provider offering both fractional CFO expertise and proprietary forecasting software in one clear, cost-effective solution. You get everything you need to understand your financials and be confident in the decisions you are taking today, so that you are in complete control of your business and its future.

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A complete package: we take care of your management accounting

As your business grows, tracking performance gets harder — actuals, budgets, forecasts, margins, cash flow, board packs. Just when you’re on top of it, things change and you’re back to square one. Put your management accounting in a box and let us handle it — so you can focus on your customers, your team, and spend less time worrying about the numbers.

  • A clear set of agreed monthly deliverables
  • Continuous updates
  • Making time for you to focus on your business

FDPack sits at the heart of your finance and accounting function

We understand the stress and the pressure to make the right calls, because we’ve been in the room where those decisions happen. That’s why FDPack offers a well-defined solution that fits neatly into the “sandwich” between bookkeeping and external accountants and auditors. From customising your accounts to building forecasts and presenting to boards and stakeholders, we give you expert, hands-on support exactly when and where it matters most.

  • Trusted and objective analysis and advice
  • There when you need us
  • Expertise and experience on tap
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Clients we work with

These are just some of the businesses who have trusted us to deliver our fractional CFO services

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Barratts
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FDPack (Spencer and Simon) have given us the technical financial / accountancy expertise that an in-house finance director would give us and have enabled us to build a strategic plan, that is now being tracked each month, so that we can be confident about the growth decisions we are making to reach our financial goals.  They are an integral part of our management team now and a pleasure to work with.

Ross Brain, Managing Director, Barratts Solicitors

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A simple way to view, analyse and share your financial statements

FDPack combines actuals, budgets, and forecasts into a single database so that you can move seamlessly along a timeline from past performance to future plans. You can analyse your P&L, Cash Flow, and Balance Sheet in any comparative combination and for any timeframe. Drill down to transaction-level detail that you can sort and filter. Choose between variance and trend analysis and share tailored views across your business – giving every recipient the insight they need and in the format that makes sense to them.

  • Easily share the right numbers with the right people
  • Timeline and comparative views of actual, forecast and budget
  • Month, quarter, rest of year, this year, future years; display any period you choose

Forecasts done properly

FDPack uses an innovative methodology that makes forecasting more accurate and detailed. Forecasts are built with transaction level detail in the same way as the actuals, but done simply using easy to manage schedules. This allows the seamless display and movement along a timeline between actual and forecast for each statement. Forecasts across all three statements are integrated ensuring that, for example, changes to the P&L are automatically reflected in the cash flow and balance sheet.

  • “3 Way” forecasting ensures data integrity
  • Quickly and easily roll forecasts forward with updated actuals
  • Drill down to understand forecast detail and assumptions
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See FDPack in Action

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Book a Discovery Call

If you would like to talk about where you are now and where
you’d like to go, then please get in touch today.

There’s no pressure and no jargon — just friendly, expert advice based on real experience.

We integrate with

FDPack connects with several major accounting platforms and we can build connections to other platforms if required. We synchronise your actual accounting data to update the financial statements displayed by FDPack, ensuring your forecasts and reports are always up to date.

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The FDPack story, so far…

FDPack was built to solve a problem, not sell a product. As a seasoned Finance Director, our founder Spencer Smith created FDPack to help businesses make better decisions through clarity, simplicity and smart financial insight.

Inspired by the Lotus Cars ethos, “Simplify, then add lightness,” Spencer set out to demystify finance and remove unnecessary complexity. What began as an Excel tool has evolved into a powerful online platform. Today, FDPack combines proprietary software with expert support, delivering cost-effective, high-quality management information. With our new online capabilities, this is just the beginning of what’s possible.

Meet The Team

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Spencer Smith

Spencer created the FDPack software, combining his expertise in accounting systems with a commitment to simple, cost-effective financial planning. He has held full time and fractional Finance Director roles in a variety of businesses and has detailed knowledge of accounting systems and processes.

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Simon Phippen

Simon is a Management Accountant with experience developing planning and forecasting tools across corporate and personal finance. He has held financial and operational roles in diverse industries and thrives on identifying the critical information businesses need to manage and grow.

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Lee Ramsingh

Lee is the Founder of Better Technology Consulting, and leads FDPack’s technology partnership. His team specialises in web-based, on-demand reporting and “Big Data” analysis. Lee worked with Spencer to bring FDPack’s online platform to life and continues to support its development.

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