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
''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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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
Make the most of 2026: How Budgets, Plans and Forecasts shape smarter decisions
Discover how budgets, plans and forecasts work together to give your business real financial clarity. A quick guide to making smarter, forward-looking decisions in the year ahead.
Are your numbers telling you what really matters?
Running a business without the right financial management information is like driving through fog – you’re moving but can’t clear see what’s ahead. Discover how FDPack gives you clarity to make better, faster decisions and manage your business more effectively.
The key financial information any investor will expect to see
In this blog, you’ll get an overview of the key financial information every investor expects to see – from historical data and forecasts, to revenue models and valuations – and learn how to prepare credible numbers that build trust and win funding.
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