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Memo
For
Owners and directors
Re
Finance support

Finance-director support or a health check. Start with a conversation.

A first conversation about finance-director support or a financial health check, and an introduction to a suitable qualified provider.

Ask about finance support

It may help if

  • Management figures arrive weeks late, or not at all.
  • The cash forecast lives in one person’s head or one spreadsheet.
  • A lender, investor or buyer wants more than you can show today.
  • You need finance-director thinking for a project, not every week.

Two ways to start

Financial health check

Not sure your figures would stand up?

For owners with a lender, a buyer or a difficult month ahead.

Ask about a health check
We start with
A conversation about your figures, cash and controls, and what prompted the question.
Then
An introduction to a suitable qualified provider, if you want one.
What it is not
A statutory audit, accounts preparation, or tax or investment advice.

Finance-director support

Need senior finance help for a specific job?

For example, preparing for a lender or investor, or changing finance system.

Ask about finance-director support
We start with
A conversation about the job and what it needs.
Then
An introduction to a suitable qualified provider, if you want one.
What it is not
A permanent hire, bookkeeping, or tax or investment advice.

Three steps. You decide at each one.

  1. 01

    Tell us what prompted it.

    A short conversation about the figures and what you need them for.

    Your decision

    Whether it is worth taking further.

  2. 02

    Hear who could help.

    If a finance professional fits what you need, we say who and why.

    Your decision

    Whether you want an introduction.

  3. 03

    Meet the finance professional.

    We introduce you. Any work is agreed between you and them, on their terms.

    Your decision

    Whether to go ahead with them.

When the answer sits with another Kingsway service.

These are separate Kingsway websites. Following a link sends nothing you have told us.

Owner You

Tell us what the numbers need to do.

Ask about finance support

Prefer to talk? Book a 30-minute conversation (opens Kingsway Consultancy’s booking page on Zoho Bookings)