Prepaid packages

EFM was founded with the idea of a flexible, pay-as-you-use financial management service. We always seek the best solution to a problem, and the experience we have at our disposal allows us to provide a solution tailored to any situation, which may involve a combination of skill levels or a layered approach.

To this end, we have designed a range of packages – so you can budget for your finance function, and you will know what to expect from EFM.

Please select a service which looks best for you – if you have trouble deciding which is right, please contact us now or call on 01582 516300:

Free 1 hour Face to Face With FD (£0)

Take one of our free online health checks to highlight any initial financial concerns.
You can then request this free 1-hour  consultation with a Finance Director to discuss 1 or 2 specific items from your health check or other concerns this may have triggered.

You will get specialist advice and pointers on how you can address the issues discussed.  

Book your FREE session

For a more in-depth review and a written report, you should choose the HPR service.


1-hour focussed finance review (£125 plus VAT)

This is an opportunity to work closely with one of our Finance Directors to discuss a specific point of financial concern.

For example:

  • Should you go ahead with your annual insurance renewal?
  • Are you unsure how to price a new contract or how much money it may make?
  • Are you uncertain whether to hire a member of staff and what the cash and cost implications maybe?
  • Is your funder/lender speaking to you in a foreign language?
  • Are you worried you may not be able to pay the wages at the end of the month, or VAT for this quarter?
  • Are you frustrated that your accounting information is late or wrong?

If you’d like to talk to an expert about any of these questions, click HERE to request a 1-hour finance review.


If any of these or similar issues resonate, you will benefit from our:

FD starter package (£125 plus VAT per month)

This gives you full access to a skilled Finance Director for support during your start-up phase.

You get a face to face meeting for one hour and the chance to raise 5 questions per month.

There’s no long-term commitment or tie-ins.

For more information click HERE or call 01582 516300


HPR Service (£500 plus VAT)

Anyone can request a HPR service (Healthcheck and Profitability Review). This is a more advanced assessment and is your chance to discuss your goals, your financial situation, your processes, and plans with someone totally objective and knowledgeable in your field.

This 2.5 hour face-to-face session will highlight areas of opportunity as well as any potential risks during the discussion. After the initial meeting, we will produce a short report setting out the options and our recommendations.

This is impartial and honest and you may not always like what you see, as a result, but you will benefit from it. There is no obligation to appoint EFM after this initial review.

Enquire about the HPR Service


Half Day (£400 plus VAT month)

This offers you access to a Finance Director/ Board Advisor for half a day in a month.

  • Do you have more complex issues to tackle than those mentioned above?
  • Would you like help with a funding application or knowing where to look for funding?
  • Would you like help understanding employee benefits packages?
  • Are you uncertain how to source the right accountant?

You will get two one-hour, face to face meetings, plus 10 emails to an EFM Finance Director, providing a sounding board for key decisions, financial support, strategic planning, input into specific aspects of the business or some mentoring and guidance.

Enquire about the Half Day package


HPR Service (£500 plus VAT)

Anyone can request a HPR service (Healthcheck and Profitability Review). This is a more advanced assessment than our online financial healthcheck and is your chance to discuss your goals, your financial situation, your processes, and plans with someone totally objective and knowledgeable in your field.

This 2.5 hour face-to-face session will highlight areas of opportunity as well as any potential risks during the discussion.

After the initial meeting, we will produce a short report setting out the options and our recommendations. This is impartial and honest and you may not always like what you see, as a result, but you will benefit from it. There is no obligation to appoint EFM after this initial review.

Enquire about the HPR Service


Overseas Parent UK Starter Monthly Pack (£250 – £850* plus VAT per month)

For international businesses starting up a UK subsidiary, this package includes a combination of key solutions.

  • Processing of accounting data on one of our Cloud-based accounting solutions,
  • Preparation of payroll for up to 5 UK staff,
  • Assistance with auto-enrolment calculations,
  • Production of a simple monthly financial management accounts pack, with commentary completed by an agreed monthly deadline,
  • Plus email and telephone support with the parent company.
  • Other analysis relevant to the business e.g. variances against budget, reporting of key ratios, and completing group reporting packs can be provided.

If help is required with set up, VAT registration, PAYE registration or anything similar, EFM can assist with this for a separate fixed fee.

Enquire about Overseas Parent UK Starter Service

(* depending on size and complexity, plus expenses)


Power Start (£800 plus VAT per month)

This offers you 2 half days or a full day access to a Finance Director/Board Advisor in a month.

We keep it very focused and very structured – you will have a sounding board for key decisions, financial support, strategic planning, input into specific aspects of the business or some mentoring and guidance. You also get email and telephone support built in.

Enquire about Power Start


Financial Management Monthly Pack (£500 – £1,000 plus VAT)

(depending on size and complexity)
This regular package includes the production of monthly financial management accounts pack and commentary from a completed trial balance, completed by an agreed deadline every month.
Plus email and telephone support for your existing team members.

Other analysis relevant to the business e.g. variances against budget, reporting of key ratios, tracking against financier covenants and other reporting requirements will be provided.

Enquire about our Monthly Financial Management Service


Brexit Package (Set Up your Business in Ireland with EFM)

  • Does your business trade extensively with the EU?
  • Would it make sense to keep a foothold in the EU by establishing a presence in an EU country?
  • Do you want the flexibility to move some of your business to the EU from the UK post Brexit?

If so, this is the right package for your business – click here to find out more.


Further information

If you would like to find out more about any of these services, or to arrange a no-obligation meeting, contact us on 0845 129 9900 / 01582 516300.

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