Client Stories
Learn how our experience and expertise gives business owners a clear view of what’s ahead.
From financial forecasting to operational strategy, our team equips business owners with clear, actionable insights, so you can make proactive decisions, minimise risk, and seize opportunities before your competitors do.
Clients we work with
These are just some of the businesses who have trusted us to deliver our fractional CFO services
Sure24 are retailers and wholesalers of specialist security, surveillance and crime prevention products.
“FDPack helped us to reduce the amount we spent on the finance team, simplifying and consolidating our systems, preparing the company for a successful sale at retirement.”
Amanda Howell, Managing Director, SURE
Govtech are the trusted partner for many Local Authorities supplying them with digital automation.
“FDPack have helped us to reduce the cost of our admin staff, integrate our sales pipeline into a forecasting model, improved accuracy of monthly accounts and forecasts and given potential investors confidence about the integrity of the numbers. The web application is a great addition to the FDPack service.”
Nigel Phillips, Finance Director, Govtech
Chris Lewis Fire & Security Limited is the leader in the supply and installation of innovative fire, security and smart technology solutions.
“Spencer has become an invaluable member of the team playing a critical role in implementing major changes to our tools and processes. The FDPack reporting tool is central to each board meeting, providing consolidation of our operating companies and the forward-focused views which are key to our decision making.”
Chris Lewis, CEO of Chris Lewis Group
IDO is the supplier of Verso shoulder joint replacement to orthopaedic surgeons.
“FDPack allows us to have a complete set of monthly financial reporting statements covering actual and forecast data without the cost of a finance team”.
Gadi Sonnino, CEO, IDO
Established in 1948, Peterkin UK Ltd manufacture and distribute toys to toy retailers and wholesalers.
“I am happy to commend the services of FDPack to any business that is looking to improve the accuracy and presentation of their finances in preparation for sale.”
Simon Bursell, Independent Corporate Finance Adviser to Peterkin (UK) Limited
The leading firm to turn to for personal injury and clinical negligence claims
“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
See FDPack in Action
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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 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.
Blogs
Useful content for you designed to simplify and demystify a range of financial subjects
What Is a Fractional CFO?
What is a fractional CFO, and why do growing businesses need one? Discover how part-time CFO expertise can drive growth without the full-time cost.
How to do financial forecasting properly
Discover how to do financial forecasting properly, to plan smarter, avoid surprises, test scenarios, and drive growth – ideal for growing SMEs.
When to hire a Fractional CFO
Wondering when to hire a fractional CFO? Learn the key signs your growing business needs strategic financial support – without the full-time price tag.
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