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 certain prepaid packages below that will enable you to budget for your finance function ahead of utilising these services. Please select a service which looks best for you – if you have trouble deciding which is right , please contact us now:

Free 1 hour Face to Face With FD (£0):

Take the one of our free online healthcheck tests using our free tools to bring to light any initial financial concerns. You can then request for this free 1 hour top-level consultation with a Finance Director to discuss 1 or 2 specific items from your healthcheck or other issues the test may have triggered. You will get specialist advice but no written report, which you may choose to request for in the next level of prepaid package below (the HPR service). Book your free session

Light Start (£400 plus VAT plus expenses per month):

This offers you access to a Finance Director/ Board Advisor for half a day in a month. Very focused, very structured for those who just need a sounding board for key decisions, financial support, strategic planning, input into specific aspects of the business or some mentoring and guidance. Enquire about Light Start

Overseas Parent UK Starter Monthly Pack (£250 – £850 plus VAT and expenses)

(depending on size and complexity)
This package includes a combination of key solutions. This will include processing of accounting data on one of our Cloud based accounting solutions, preparation of payroll for up to 5 UK staff, including assistance with auto-enrolment calculations, production of a simple monthly financial management accounts pack with commentary completed by an agreed deadline every month plus email and telephone support with 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

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

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. Very focused, very structured for those who need more time with 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 package includes a combination of key solutions. This will include the production of monthly financial management accounts pack and commentary from completed trial balance, completed by an agreed deadline every month plus email and telephone support to 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

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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