Growing your business? We’re here to help.
Paperless technology for efficient accounting
Get technical cash flow forecasting support and financial control advice to help you scale with confidence.
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Plan for the future
We’ll work with you to create a robust 12 month picture of your business, including profit and loss, and cash flow.
App supported guidance
Your budget data will be plotted in Xero, which allows you to benchmark your actual financial performance against forecasted expectations
Flexible forecasts
We can carry out our forecast as a one-off project, or a make it a more regular occurrence. Whichever you’d prefer!
Ready to work together on this?
How we can help you
App set up
App set up We’ll review and establish a suitable Xero chart of accounts structure, and update Xero to reflect your new format
Smart reports
We’ll work with you to construct an annual profit and loss budget, then update Xero to allow you to get reports from within the software.
Personalised forecasts
We’ll get to grips with your commercial terms and key assumptions, then construct and present you with an operational 12-month Fluidly cashflow forecast.
Regular feedback
Schedule and facilitate a regular ‘finance’ meeting to include a review of management reports, cash flow forecasting and scenario planning
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