Timeline Case Study At a Glance Timeline, the UK’s fastest-growing company specialising in transformative tools for Independent Financial Advisers (IFAs), had further growth in its sights The growth required a Series B round of venture capital (VC) funding EFM Associate Richard Preston was selected to prepare the business for that round, working with the C-Suite…
For experienced Finance professionals reaching a point in their professional life when they’re ready for a change, the “What next?” question can seem a daunting one. But it needn’t be, because change doesn’t have to mean a wholesale career switch, and it doesn’t have to mean retirement either. In fact, you can carry on doing…
You didn’t start a business to stand still – you started it to grow it. And whether that growth is about increasing market share, improving profitability, or building your team – or indeed all of these – the reality is that you’re going to encounter some challenges that will trigger growing pains along the way….
Growing a business is the primary objective for most business owners. Boosting headcount, operations, customer base, geographic locations are all positive developments. However, these developments come with a catch. Why? Because in conventional growth mode, all these objectives require correspondingly increased resources – revenue, people, cash – to fund them. You make more, but you…
At a Glance A specialist paint manufacturer and distributor in south-central England needed a short-notice interim replacement for its departing Finance Manager The timing created additional pressures, as the company was mid-audit, and HMRC year-end submissions were due Other challenges included ongoing internal and group reporting deadlines, summer holiday absences, and inexperienced junior Finance staff…
Our outsourced Finance Directors (FDs) and other Finance professionals are often approached to provide advice and insight around investment funding – and it’s hardly surprising. It comes in many forms and can be complex for small business owners and managers to navigate. But it can also propel the business to success and generate a healthy…
For us, as outsourced Finance Directors (FDs) and other Finance professionals looking ahead to what the remainder of Q3 and then Q4 might bring for businesses, here are the key watchouts and the actions to keep your business nimble on its feet – even if we’re heading into a period where there is a lot…
What are all the changes that come into effect from August 2023? From the 8th of August 2023, you will need to complete and submit an additional information form to HMRC to support your Research and Development (R&D) Tax Credit claim. Unlike some of the other changes in April 2023, this change will be compulsory for…
Back office functions are, in many ways the powerhouse of a business’s viability. Ask any of our portfolio Finance Directors (FDs) and other Finance professionals – they’ll tell you that the settlements, clearances, record maintenance, regulatory compliance, and accounting they manage in the back office are an indispensable counterpart to customer-facing activity, not least because…
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