THE OUTSOURCED CFO
Prepare without sacrificing
Finance your future without sacrificing the funds to innovate today. Create financial security that allows your company to flourish without feeling restricted.
We’ll analyze every aspect of your company's finances
You’ll get a customized financial plan
We’ll determine the best utilization of funds to maintain growth within the budget
We'll help you make long term financial plans
Tell Me More

Finances are at the center of every company and are many business owners most time-consuming chore. Figuring out how to pay staff, reinvest in the company and make a profit is a difficult puzzle even for the most seasoned owners.

 

Creating and sticking to a budget is the first step but knowing how much to allot to each section of the business is riddled with pitfalls. Even more daunting can be the prospect of long term financial planning and trying to decide how much to save now or spend.

 

The right balance between saving and spending so your employees feel empowered not restricted, but you also have reserves is hard to find. An outside perspective can bring clarity to your financial position and enable you to find capital that is slipping through the cracks. 

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Finances are at the center of every company and are many business owners most time-consuming chore. Figuring out how to pay staff, reinvest in the company and make a profit is a difficult puzzle even for the most seasoned owners.

 

Creating and sticking to a budget is the first step but knowing how much to allot to each section of the business is riddled with pitfalls. Even more daunting can be the prospect of long term financial planning and trying to decide how much to save now or spend.

 

The right balance between saving and spending so your employees feel empowered not restricted, but you also have reserves is hard to find. An outside perspective can bring clarity to your financial position and enable you to find capital that is slipping through the cracks. 

At Stratagem, our goal is to help companies create financial security and buoyancy without sacrificing creativity. We can show you how to afford things you want “one day” today through analysis and budgeting while also setting aside funds for the future. 

 

We can handle everything from pricing to budgeting to maximize your profit and help your company grow through a financial strategy. With a clear plan and financial security your company will be galvanized and able to surpass your greatest expectations.

Main Features
Evaluation: We'll take a deep dive into your company's finances
Calculations: We'll crunch the numbers to figure out how to optimize your finances
Plan: We'll create a custom financial plan to balance between spending now and saving for the future
Strategy Calls: Regular strategy calls for findings and recommendations
Case Studies
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choose your package
Financial Plan
Suitable for companies only looking for a plan and advice
Organize a blueprint for your finances
- Benefits+ Benefits

Improve financial security

Increase available capital

Develop long term financial goals and savings

- What You'll Get+ What You'll Get

One complete financial plan including a budget and projected results from using the plan

Implementation strategy for financial plan

Recommendations for further application and expansion of financial plan

£500 (one-off payment)
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Focused Financial Analysis
Suitable for Start-ups and Micro-businesses
Get the numerical breakdown
- Benefits+ Benefits

All benefits of Financial Plan

+ Encompassing analytical view of finances

+ Financial report for fundraising purposes

+ Improved position for financial planning

- What You'll Get+ What You'll Get

All the features of Financial Plan

+ Expert analysis of financial data

+ Creation of financial report summarizing data analysis findings

+ Support and advice for pricing and further financial calculations

£599 (one-off payment)
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Financial Organizer
Suitable for later stage start-ups and small-to-medium size businesses
See your financial plan realized
- Benefits+ Benefits

All the benefits of Focused Financial Analysis

+ Increased access to immediate capital and long term savings

+ Reduced spending on preventable expenses

+  Ensured financial clarity and transparency

- What You'll Get+ What You'll Get

All  the features of Focused Financial Analysis

+ Proactive implementation of financial plan

+ Management of finances, including long term and immediate

+ Further financial analysis including calculations of financial indicators such as ROI

+ Monthly financial reports and tracking of the financial plan performance

+ Strategy calls at regular milestones

£2750/month
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The Dream
Suitable for Ambitious/High-growth start-ups and medium size businesses
Experience financial freedom
- Benefits+ Benefits

All the  benefits of the Financial Organizer plus,

+ Guaranteed increases in profit and financial position

+ Exponential  increases in long and short term available resources

+ Reduced stress over financial decisions

- What You'll Get+ What You'll Get

All features from Financial Organizer,

+ Active management of financial portfolio

+ Accounting services for every aspect of the business

+ Financial modeling for informed decisions

+ Bi-monthly financial reports including tracking and in depth analysis

+ Management of investment opportunities and capital reserves

+ Regular reassessment of budget and appropriate adjustments

£4950/month
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Frequently asked questions
Will you handle our taxes?
We will help the business account for any tax obligations, but won't be involved in paying or reporting taxes to the authorities. We highly recommend the use of a certified accountant or other professional when filing and reporting taxes.
How can we be sure your budget will help our company grow?
We account for every aspect and expense of your business and will break down each section of the budget to ensure the resources are being allocated appropriately. More over our experts have years of experience working with ambitious companies to create sustainable financial plans.
Do the financial plans include forecasts?
Yes, we make rough estimates forecasts for each plan we create.