Financial strategy and systems

In periods of growth or change, a new finance strategy is often required in order to stay on top of an organisation’s income and expenditure. In these circumstances, financial systems sometimes struggle to keep up and managers find it difficult to understand the figures or properly assess the financial position of a company.

Working with the Board, CEO, senior management and / or Finance Manager, Jo Salkilld offers a service which takes an overview of the financial strategy and ensures that the systems in place put the organisation firmly in control of its finances. This is tailored to the requirements of the organisation and can include:

  • Budget layouts
  • Long term budgeting and projections (business planning)
  • Addressing deficit
  • Managing reserves
  • Cashflow projections
  • Management accounts
  • Internal systems and financial procedures
  • Realistic income generation
  • Expenditure control
  • HMRC, VAT, audit and compliance
  • Understanding yearly accounts
  • Project budgeting and financial reporting / evaluation
  • The financial aspects of fundraising
  • Risk management

For more details or to discuss the needs of your organisation, please contact Jo Salkilld via the contact page.

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