How the FD Panel Can Help Your Business

A highly experienced FD available to help your business

The Services we can provide

Funding Advice & Bank Management

Does your business need finance for working capital or capital expenditure? We can help with funding applications and negotiating terms. We can help manage your banking relationship and help build confidence with lenders.

Share Schemes and Employee Incentives

If you need to set up share schemes for management or employees we can assist with the scheme structure and obtaining the necessary HMRC approvals. We can set up employee benefit schemes.

Budgeting & Forecasting

Need help with your financial planning? We can help to monitor performance against budgets and identify areas that require attention.

Cash Flow & Working Capital

Profit is important but cash is king! We can provide systems and support to monitor and improve your cash flow.

Risk Management

We can help identify the real risks that could impact your business and advise on practical risk management. We can assist with your insurance renewals.

Acquisition and Exit Planning

We have extensive experience in both the acquisition and sale process and can help identify acquisition targets, support due diligence and prepare for business sale.

Compliance & Company Secretarial Support

We can help with statutory compliance and company secretarial functions. We can advise of governance issues.

Annual Audit Process

We can help you through the audit process by preparing your year end accounts and working with external auditors to ensure and smooth and cost efficient process.

Have a part time Financial Director on your team

Our network of contacts

We can give you access to recommended providers of the following services

  • Corporate Banking
  • Insurance
  • Employee Benefits
  • Tax Advice
  • Legal Services
 
  • R&D Tax Claims Service
  • HR Advice
  • Accounting Services
  • Foreign Currency Payments
  • Website design & SEO

Our network is now your network

Our Partners

R&D Tax Claims Service

We have a partnership with the Rift Group who are specialists in claiming Research & Development tax relief. Many SME businesses can avail of R&D Tax Credits but many assume that they're too difficult to qualify for or underestimate the range of activities that can qualify. We can guide you through the whole claims process, from picking out all your qualifying costs for you to fighting your corner with HMRC. The average SME claim is worth £49,000, so get in touch to make sure you're not missing out.

Foreign Currency Payments

We have teamed up with Money Mover so we can offer our international payments service to our clients. We can support your requirement for foreign exchange, from paying international suppliers to moving funds between company accounts. The Money Mover platform is built to cater specifically to the need of dynamic, international SMEs. Get in touch to find out how you can maximise value from your foreign exchange transactions, whether you're paying third parties or want to move funds between company accounts.

Become a partner with Daly Associates

Sector Experience

Our Financial Directors have expertise in the following sectors

Travel

Construction

Engineering

Pharmaceutical

Web Based

Distribution

Insurance

Tourism