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
The Future of SME Finance: Why Financial Software Alone Is No Longer Enough
Software has improved financial reporting significantly. But many growing SMEs still struggle with: The issue is rarely a lack of software. It is that software alone cannot create financial clarity without the right structure, interpretation, and expertise behind it. The future of SME finance is not human expertise versus technology. It is expert-led financial systems…
When Financial Dashboards Look Smart but the Numbers Still Don’t Work
One of the risks with modern financial reporting is that unclear financial information can still look highly convincing. Dashboards improve presentation. But presentation is not the same as financial clarity. A business can have: while still struggling to explain: The issue is usually not the dashboard itself. It is that the underlying financial information is…
Financial Drag: How to Audit Your Reporting for Maximum SME Agility
A finance audit for reporting drag is a systematic process of identifying and removing redundant data, overly complex structures, and reactive processes within a company’s financial function. By stripping the accounting engine down to its essential drivers and implementing a 3-way integrated system, an SME can move from “post-mortem” reporting to a state of constant,…
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