2. Take your business to the next level …
Make your finances work for you
BUSINESS FINANCIAL
PLANNING
FINANCIAL CONTROL PLANNING
Sales
Tax
Bookkeeping Purchase Journal
Sales Ledger Tax Returns General Ledger
Payroll
Cash Management Financial Reports
Business and Financial Consultancy
3. FPS Makes Business Life Easier
Giving you control and freedom to grow your
business
Guaranteed 30% cost savings on the cost of
your financial management
Online solution
Remove the hassle of regulatory compliance
and paperwork
Business and Financial Consultancy
4. FPS Makes Business Life Easier
Add us to your ‘team’
‘Insource’ our expertise at a level and in a
way that is comfortable to your business
Totally accountable
Clear step by step processes
Giving you time and energy to focus on what
you do best
Business and Financial Consultancy
5. FPS Makes Business Life Easier
You will have:
A committed, understanding and friendly ‘team’
working for you
Reassuring control of your business
Freedom to do what you do best
Time – get back your most valuable asset
Business and Financial Consultancy
6. FPS’ Added ‘Value’ Services
‘Guaranteed’ to improve your business
Business Planning Financial Planning
Your
margin
BUSINESS PERFORMANCE
Your
margin
Before After
Cost Reduction Profit Extraction
Tax reduction
Business and Financial Consultancy
7. FPS’ Added Value Services
Profit extraction assessment
When did you last assess the best ways to withdraw
and retain your profits?
Salary
Bonus
Dividends
Retirement Schemes
Expense strategies
Business and Financial Consultancy
8. FPS’ Added Value Services
Cost Reduction
Example - $750K turnover
Business & Financial Consultancy
9. FPS’ Added Value Services
Cost Reduction
Example - $750K turnover
Current Position
$18-30k
Total Cost of
Accounting
& Admin Services
- Tax Returns
- Bookkeeping & Audit
- Internal Costs
Business & Financial Consultancy
10. FPS’ Added Value Services
Cost Reduction
Example - $750K turnover
Current Position
$18-30k
•FD Advice
•Financial
Control
•Online access
Total Cost of
Accounting
& Admin Services
- Tax Returns
- Bookkeeping & Audit
- Internal Costs
Business & Financial Consultancy
11. FPS’ Added Value Services
Cost Reduction
Example - $750K turnover
Current Position Financial
Management
$18-30k Services
Opportunity
•FD Advice
•Financial $13-20k
Control
•Online access
Outsourced Finance
Total Cost of
Department
Accounting
-Total Cost on
& Admin Services
accounting Services
- Tax Returns
- Bookkeeping & Audit
- Internal Costs
Business & Financial Consultancy
12. FPS’ Added Value Services
Tax Reduction Assessment
When did you last review your corporate
structure for tax efficiency?
How many tax mitigation strategies are you
taking advantage of?
Have you taken advantage of all the available
tax allowances?
Business and Financial Consultancy
13. FPS’ Added Value Services
Financial Planning Assessment
What is the Valuation you require for your
Business?
What is your exit or succession plan?
When did you last review your profit margins
on products/ departments?
Management accounts –KPI’s
Cash-flow planning?
Do you have cost reduction strategies and targets?
Sales & Marketing investment budgets?
Business and Financial Consultancy
14. FPS’ Free Business Diagnostic
Assessment
Finance
Finance Assessment
Strategic Assessment Management
Working Capital
Reporting
Analysis
Operational Analysis
Performance Maps
Profitability Cash Flow
Marketing & Sales
Products & Services
People
Systems & Processes Business Value Funding
Business and Financial Consultancy
15. Strategic Assessment Analysis
& Operational Analysis
Strategic Operational
Vision
Products And
Finance Services
Strategy Structure
Systems and
Processes Marketing And
Sales
Culture People
Business and Financial Consultancy
16. Performance Maps
Marketing & Sales Products & Services
Pricing Strategy
Branding Product Security Product Life Cycle
Sales Customer Core Revenue
Strategy Acquisition differentiators Dependency
Promotion and Customer Retention Production and Product Profit Margin
Advertising Inventory
Business and Financial Consultancy
17. Performance Maps
People Systems and Processes
Human Resource Internal Control Level of
Employment
Adequacy System Systemization
Procedure
Policies and
Reward Performance Customer Procedures
Scheme Management Service Manual
Skills Base Training and IT
Development Security
Management
Business and Financial Consultancy
18. Improve Your Ability to Make
Timely Business Decisions
Business and Financial Consultancy
19. Reduce the Cost of your
Administration and Accounts
Business and Financial Consultancy
20. Improve the Cash Management
of Your Business
Business and Financial Consultancy
21. Reduce the Hassle Associated with –
IRS Compliance
Business and Financial Consultancy
22. Eliminate Issues of Recruitment
and Retention of Accounting Staff
Business and Financial Consultancy
24. Our USP’s
Making business life easier by doing the ‘Insource’ our expertise at a level and in
basics better a way that is comfortable to your
We give you day to day control of your business through: business
You add the following experts and advisers to your
team:
Totally accountable and clear step-by-step
processes
24/7 online access to your accounts and Bookkeepers
financial records – anytime, any place, CPA’s
anywhere
Achieving Business ‘On demand’ financial directors
Tax specialists
Monthly management accounts that include
your unique view of your business through Doing the Expertise: Credit Controllers
our financial dashboard
Your financial records available online at a accounting your goals creative &
Payroll and employment experts
Financial Planners
click of a button means no more foraging Management consultants
through piles of paperwork and no lost
receipts.
basics better simple Business coaches
solutions Sales Tax specialists
Your financials go through at least two levels
of review by qualified accountants giving you
assurance and piece of mind over their
Taking your business Corporate loans and refinancing
experts
to the next level
accuracy Mergers and acquisitions advisors
Retirement and pension planning
All inclusive monthly fees mean no
unexpected additional costs Support for Sales Tax and IRS
inspections
No more filing, we pick up all your financial
information as often as you like
Tight deadline management, means your
information always arrives on time and you
Giving you freedom, time
never miss an IRS deadline
& reassurance to achieve
your goals
Quarterly
reviews of
your
business, its
Your business and personal 90 day review needs, goals
We work alongside you to identify the key areas you need to & plans
address to achieve business success and your life's goals
Minimizing corporate and personal tax Grooming your business for sale
Business growth and performance strategies Refinancing
Identifying the gaps in your business Cash flow strategies
Maximizing profit extraction Inheritance tax planning
Tax efficient business structure Management buy outs
Exit strategies and end game planning Mergers acquisitions
Wealth generation strategies and plans Allowing you to sleep at night
25. Financial Management Services
1. Bookkeeping
2. Payroll Services
3. Sales Tax Reporting
4. Monthly Management Reporting
5. Year End Accounting
6. Tax Services (Including Personal Returns)
7. Franchise Tax – Annual Returns
8. Business & Financial Forecasting
Business and Financial Consultancy
26. Financial Management Services
9. Sales/Purchase Order Processing
10. Sales Ledger Management
• Collections
• Credit control
11. Purchase Ledger Management
• Approvals
• Supplier statement reconciliations
12. Expense Accounting
13. Factoring and Confidential Invoice Discounting
14. Corporate & Employee Benefits
15. Commercial Finance and Equity Fund Raising
Business and Financial Consultancy
27. Financial Management Services
‘Pay as you Need’ Finance Director
• Analysis & interpretation of financial data & KPI’s
• Presentation of accounts/finance meetings
• Board packs
• Business strategy review
Business and Financial Consultancy
35. What we do - Accounts in a box
From messy in trays To folders taken
cluttering up your office away weekly
Put data in Courier Folder Folder 1
Data
folder 1 as it collects delivered to mailed back
scanned
is received folder 1 Scan Center to client
Put data in Courier Folder Folder 2
Data
folder 2 as it collects delivered to mailed back
scanned
is received folder 2 Scan Centre to client
Business and Financial Consultancy
36. How it works –
Financial Management Services
We pick up Documents Documents Transaction
records uploaded to distributed according approval as
online to pre-defined needed
document process workflow
Monthly
management & Transaction update management
workflow same day/overnight reports with KPIs
system
Business and Financial Consultancy
37. Solutions “Made to Measure”
Your finance team:
Offsite Onsite
Business and Financial Consultancy
38. ‘On-Demand’ Finance Team
Onsite expertise when you need it
Part-time Finance Directors
Part-time Management Accounts
Part-time Internal Auditors
Part-time Financial Controllers
Part-time Bookkeepers
Business and Financial Consultancy
39. Next Steps
1. Simple Engagement process
• No “lock-in” minimum period
• No risk
2. We can help you with all topics discussed today!
• Available now!
Business and Financial Consultancy
40. Making Your Financial
Management Simple & Affordable
Giving you Financial control to grow your business and achieve
your goals
Business and Financial Consultancy
Notas do Editor
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Later on when look at what FPSS do we will also have a look at software\n
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The reason you are here is to understand what outsourcing can do for you\n\nOur seven core services are:\n- Read - explain\n\nIf any of these are of interest please tick on our questionnaire\n
The reason you are here is to understand what outsourcing can do for you\n\nOur seven core services are:\n- Read - explain\n\nIf any of these are of interest please tick on our questionnaire\n