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FPS Client Proposition and Services
 

FPS Client Proposition and Services

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This is a presentation of the services that we render to our clients at Financial Professional Solutions.

This is a presentation of the services that we render to our clients at Financial Professional Solutions.

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    FPS Client Proposition and Services FPS Client Proposition and Services Presentation Transcript

    • Client Proposition & Services Business & Financial Consultancy
    • 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 ReportsBusiness and Financial Consultancy
    • 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 paperworkBusiness and Financial Consultancy
    • 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 bestBusiness and Financial Consultancy
    • 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 assetBusiness and Financial Consultancy
    • 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 reductionBusiness and Financial Consultancy
    • 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 strategiesBusiness and Financial Consultancy
    • 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 CostsBusiness & Financial Consultancy
    • 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
    • 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
    • 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 FundingBusiness and Financial Consultancy
    • Strategic Assessment Analysis & Operational Analysis Strategic Operational Vision Products And Finance ServicesStrategy Structure Systems and Processes Marketing And Sales Culture PeopleBusiness and Financial Consultancy
    • Performance Maps Marketing & Sales Products & Services Pricing Strategy Branding Product Security Product Life CycleSales Customer Core RevenueStrategy Acquisition differentiators Dependency Promotion and Customer Retention Production and Product Profit Margin Advertising InventoryBusiness and Financial Consultancy
    • 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 ManagementBusiness and Financial Consultancy
    • Improve Your Ability to Make Timely Business DecisionsBusiness and Financial Consultancy
    • Reduce the Cost of your Administration and AccountsBusiness and Financial Consultancy
    • Improve the Cash Management of Your BusinessBusiness and Financial Consultancy
    • Reduce the Hassle Associated with – IRS ComplianceBusiness and Financial Consultancy
    • Eliminate Issues of Recruitment and Retention of Accounting StaffBusiness and Financial Consultancy
    • Reduce Storage Costs – Saving Time and MoneyBusiness and Financial Consultancy
    • Our USP’sMaking business life easier by doing the ‘Insource’ our expertise at a level and inbasics better a way that is comfortable to yourWe 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 lifes 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
    • 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 ForecastingBusiness and Financial Consultancy
    • 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 RaisingBusiness and Financial Consultancy
    • 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 reviewBusiness and Financial Consultancy
    • FPS’ Monthly Management Accounts and KPIsBusiness and Financial Consultancy
    • Management Accounts - Monthly Profit & LossBusiness and Financial Consultancy
    • Management Accounts - Profit & Loss AccountBusiness and Financial Consultancy
    • Management Accounts - Balance SheetBusiness and Financial Consultancy
    • Management Accounts - Cash flowBusiness and Financial Consultancy
    • Management Accounts - Accounts ReceivablesBusiness and Financial Consultancy
    • Management Accounts - Accounts PayableBusiness and Financial Consultancy
    • 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 clientBusiness and Financial Consultancy
    • 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 systemBusiness and Financial Consultancy
    • Solutions “Made to Measure” Your finance team: Offsite OnsiteBusiness and Financial Consultancy
    • ‘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 BookkeepersBusiness and Financial Consultancy
    • 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
    • Making Your Financial Management Simple & Affordable Giving you Financial control to grow your business and achieve your goalsBusiness and Financial Consultancy