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
“A breath of fresh air to meet a financial person that I trust and like.”
”With being able to see into the future, what the future could look like, it means you can make actions today that change that future”.
Nick Ford, Founder & Design Engineer, PipSqueak
“FDPack allows me to really have the visibility I need to run my business”
”Now I have a live forward-looking forecast, and a really clear picture of my cash flow month by month. That level of clarity has been a complete game changer”.
Rebecca Hunter, Founder & CEO, Jolene
''I can now sleep better at night''
FDPack helped us pull our figures together and gave us a clear picture of where the business stood. That clarity has made a real difference to how we run the business day to day.
William Moore, CEO AirBox Systems
“ FDPack gives us a forward view so that better business decisions are made.“
It’s been great to see FDPack being used so effectively in Board meetings. It leads to richer conversations about current financial performance and most importantly gives us a forward view so that more timely and informed business decisions can be made.
Jim Rathbone, Executive Chairman, Rathbone Results
“FDPack helped us to cut the cost of our finance team, and prepared the company for a successful sale.”
FDPack helped us to reduce the amount we spent on the finance team, simplifying and consolidating our systems and preparing the company for a successful sale at retirement.
Amanda Howell, Managing Director, SURE
“FDPack gives investors confidence in our numbers''.
FDPack have helped us to reduce the cost of our admin staff, integrate our sales pipeline into a forecasting model, improve accuracy of monthly accounts and forecasts, and give potential investors confidence about the integrity of the numbers. The web application is a great addition to the service.
Nigel Phillips, Finance Director, Govtech Solutions
“FDPack is central to each board meeting, providing the forward-focused views which are key to our decision making.”
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
“We get full monthly reporting and forecasts, without the cost of a finance team”.
FDPack gives us complete monthly financial reporting across actuals and forecasts, without the cost of building an internal finance function.
Gadi Sonnino, CEO, Innovative Design Orthopaedics
“I am happy to commend FDPack to any business preparing for sale.”
FDPack significantly improved the accuracy and presentation of the company’s financial information, critical when preparing a business for exit.
Simon Bursell, Independent Corporate Finance Adviser to Peterkin (UK) Limited
“We’re now confident in the growth decisions we’re making”
FDPack provides the technical expertise of an in-house finance director and helped us build a strategic plan we now track monthly. They’re an integral part of our management team and a pleasure to work with.
Ross Brain, Managing Director, Barratts Solicitors
See FDPack in Action
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There’s no pressure and no jargon – just friendly, expert advice based on real experience.
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
How Many Hours a Week Are You Wasting on “Fixing” Financial Admin?
Most business owners know what they pay for accounting. Few know what they pay for fixing accounting. Not the fee. The effort. The same questions being answered over and over again. None of these appear as a cost in the accounts. But they still consume time. And for many growing businesses, that time becomes a…
Why Rising Supplier Costs Often Cause Bigger Problems Than Businesses Expect
Most business owners expect rising supplier costs to reduce margins. What they often miss is everything that happens next. The issue is rarely the cost increase itself. The issue is understanding how that increase moves through the business before it appears in the monthly accounts. By the time the impact shows up clearly in the…
How Can Project-Based Businesses Grow Without Losing Control Of Cash?
Growth creates a unique challenge for project-based businesses. The next project often arrives before the previous one has been paid for. That sounds manageable when projects are small. As projects become larger, the gap becomes more important. The challenge is not winning the next project. The challenge is understanding what those projects require before commitments…
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