Who We Help
FDPack delivers tailored fractional CFO services to a broad spectrum of businesses and stakeholders. Specialising in financial structuring, forecasting and insightful reporting, FDPack bridges the gap between basic accounting and the strategic oversight required for sustainable growth.
FDPack adapts to each organisation’s size, ambitions and resource model
Not every business needs a full-time CFO, but every ambitious business needs someone thinking like one. FDPack partners with a wide range of organisations to bring expert financial guidance and strategic insight without the cost and commitment of hiring in-house.
WHO WE HELP
Growing Businesses
As a business grows there are likely to be one or more basic accounting staff, but the business and the numbers are starting to get more complicated. Who is thinking about the bigger picture of how the financials should be structured and presented to better understand the business, how it is performing, where it is going and helping senior management make effective decisions?
Recruiting a senior finance member, or Director, will be expensive and maybe the size of the business does not justify that level of expense and commitment to a full-time role. FDPack is the service which fills that gap and provides the expertise and tools you need for a fraction of the cost of an in-house solution.
WHO WE HELP
Lean Businesses
We work with businesses that might prefer to concentrate on their core competence and outsource their support services wherever possible, or it might be a virtual organisation working without a traditional office base that wants to minimise the number of accounting/finance staff.
Whatever the reason, FDPack offers a service that can allow a lean business to operate without an in-house accounting and financial administration resource.
WHO WE HELP
Businesses preparing for sale (short or long-term)
Plans for an exit or succession might be in the short or long-term but, critical to the value of the business and the ease of a sale, will be the company’s financial credibility and the confidence that the prospective acquirers have in the integrity of the financials.
Working with FDPack and using the web app to prepare and present meaningful actual and forecast financial statements demonstrates that the business is in full control of its finances with a solid understanding of where it is today and where it is going tomorrow.
WHO WE HELP
Stakeholders and Service Providers
We are introduced to SMEs by a variety of third parties who recognise how the expertise and tools offered by FDPack can be the ideal solution for the challenges of a business at a particular stage of its development.
Investors
A new investor or existing shareholder might recognise the potential of a business but also see that the clarity and reliability of its financials needs to be reviewed and improved either before or after a purchase.
Business Advisers
Advisers to a business such as accountants, acquisition consultants or business coaches recognise that the FDPack service can be complementary to the service they are providing and of great value to their clients.
Accounting System Providers
Most accounting systems can present financial statements and do basic forecasting, but it is only a small part of their overall functionality. FDPack offers the specialised expertise and tools that bolt on to a wide range of accounting packages such as Xero, Sage and QuickBooks to provide a complete accounting and financial reporting solution.
We’re the only UK provider offering both fractional FD expertise and proprietary forecasting software in one clear, cost-effective solution for growing SME’s.
Spencer Smith
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.
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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