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
The FDPack story, so far…
FDPack was built to solve a problem, not sell a product. As a seasoned Finance Director, 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.
Blogs
Useful content for you designed to simplify and demystify a range of financial subjects
Dividend Anxiety: How to Reward Shareholders Without Creating Cash Flow Pressure
A dividend should be a reward for building a successful business. Yet many business owners hesitate before taking one. Not because the business is unprofitable, but because they are unsure what happens next. The question is rarely: Can we pay a dividend? The more important question is: What happens to cash after we pay a…
Would Your Financial Information Stand Up To Scrutiny?
Most businesses feel comfortable with their financial information until somebody important starts relying on it. Suddenly, the question is no longer: “Do we have the numbers?” It becomes: “Can we defend the decisions those numbers support?” That is often where businesses discover the difference between producing financial information and truly understanding it. Key Takeaways Why…
How Clean Finance Forecasting Increases Your Final Exit Multiple
Valuation is driven by how well a buyer can rely on your financial model. A forecast that: can be tested. If a forecast cannot be tested, it cannot be relied on. And if it cannot be relied on, it reduces confidence in the outcome. Key Takeaways Why Valuation Is Driven By Confidence, Not Just Performance…
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