The FDPack service sits at the heart of a company’s finance and accounting function.

We adapt our activity to the unique requirements of each client, however the general framework of the service we offer is as follows:

  • We advise and oversee the accounts team to ensure that the accounting system is being used to efficiently and accurately process transactions and output data in the structure required for insightful management reports.

  • We create and maintain a forecast model for the business that we update each month to produce both forecasts and budgets.

  • We combine actual, forecast and budget data each month to compile financial statements, KPIs and Debtor and Creditor listings and make them available to view by nominated staff and stakeholders.

  • We can analyse, interpret and present financial reports to board and management meetings.

  • We liaise with the firm’s accountants to exchange expertise, harmonise accounting treatment and assist in the production of year end accounts.

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Connecting past and future to create a seamless timeline

We connect with a client’s accounting system to regularly synchronise the historic data within the secure FDPack environment.

Forecast and budget data is generated by the forecasting model created in FDPack and converted into a detailed double entry journal format making it compatible with the historical transaction data.

The tools and expertise without the cost

The user can choose how they want to combine and compare the data at a level of detail and for the time periods that they need to understand the past and likely future financial performance of the business and make effective decisions.

The historic and forecast data is held together in the same environment and the same format meaning that we can quickly and efficiently prepare, update and present P&L, Cash Flow and Balance Sheet statements, as well as an analysis of aged Debtors & Creditors.

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Get in touch





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    fdpack financial reporting logo

    01636 382750
    info@fdpack.co.uk
    28 Minster Chambers, Church Street, Southwell, Nottinghamshire, NG25 0HD