FD services

Most business owners rely on their accountant as a sounding board and source of advice, but sometimes that is not enough. An experienced FD will help you make better-informed decisions, drive efficiency and increase responsibility and accountability in the business. All of which, gives you greater confidence in your finance function and lets you develop a long-term strategy to drive profitability and business value.

If you are not quite ready to recruit a full-time finance director, our FD service will fill the gap. We provide commercial and operational support for companies that need the expertise of an FD, but not yet full-time. You will have a complete monitoring and support service, drawing on our team’s considerable experience dealing with small and medium size businesses.

Our core FD Advisory Services

tax advisory services

Want greater control and confidence from your finance function? All our FDs are qualified chartered accountants who have extensive skills in accountancy, taxation and most importantly, business advisory services. Our FD solutions service is designed to complement your existing management structure and can typically include:

  • Overseeing production of accurate monthly management accounts.
  • Establishing and overseeing KPIs and reporting to management.
  • Advising on cash flow management and seeking additional finance.
  • Maintaining relationships with banks.
  • Assisting with the preparation of fully integrated budgets, to include profit and loss, balance sheet and cash flow.
  • Advising on current and future strategy to include structure, commercial risk factors and identify tax-planning opportunities.
  • Attendance at board or management meetings as required.

Contact Us

“Menzies FD and People Solutions teams delivered leadership development for us. As part of this we found the full day’s workshop with Menzies engaging and useful for all the team, essentially resulting in an agreed and constructive action plan that will help deliver our 3-5 year business plan. Menzies asked pointed questions and challenged us on our responses, prompting honest feedback and cementing future actions.

Your invaluable insights have now set us on the right track for our business and we look forward to continuing to benefit from your expertise.”

Going beyond the Financial Director remit

Our Brighter Thinking approach to SME businesses means we’re able to look beyond the numbers and deliver tangible value right your business which can include:

  • A review of the business functions, making recommendations for improvements and optimisation.
  • A key business process analysis to Identify, correct and control weaknesses.
  • The ability to constructively challenge the status quo, influence Senior Leadership team.
  • Members and act as a sounding board for financial and commercial advice.
  • Reports that are designed to monitor management information and key performance indicators.
  • High quality reporting to ensure the board have the best data to make informed decisions.
  • Prepared and stress tested business plans and financial forecasts to ensure your business is prepared for any scenario.
  • Advice on company cash flow planning, working capital cycles and assistance with business financing.
  • Invaluable SME and sector experience to your business.
  • The ability to maintain and manage key relationships with any external advisor.


If more specialised advice is needed, you can always draw on all the expertise of the wider Menzies organisation. Our FD service is designed around your needs. Visits are typically weekly, fortnightly or monthly, with additional contact when needed.

Phil Wright - Menzies AccountantFor more about how our FD solutions and advisory services could help your business, we would be delighted to meet you, free of charge speak to a partner or for more information or contact one of the Menzies LLP offices via our online contact form.

Phil Wright
PWright@menzies.co.uk // +44 (0)1489 566732

Print Friendly, PDF & Email


  • “Menzies provided, audit, tax and company secretarial services to SFW. Their work was always to a  very high standard and we found them easy to work with. When we sold the business Menzies provided significant help during due diligence and completion activities. They were highly responsive, particularly, when we had last minute requests for assistance and were thoroughly professional. I have no hesitation in recommending them.”
    Steve Elliott – SFW Ltd Director

    Print Friendly, PDF & Email

    SFW Ltd, SFW Ltd August 17, 2016

  • “We Menzies over the past year and we continue to be impressed with their knowledge, efficiency and the high calibre of support they provide. The Menzies team look after our year end accounts in a timely and efficient manner, and continue to provide proactive advice in many areas of our business, from keeping track of our product margins and fixed costs to providing us with beneficial forecasting advice. We are also liaising with other teams within Menzies, for example they are assisting us with crowdfunding options and have advised us on building a strong business plan.”

    Print Friendly, PDF & Email

    Luxury British Brand, A luxury British Brand August 17, 2016

  • “Throughout our many years of working with Menzies, we have always found them to be professional in all aspects of their work. The team currently deal with our UK trading company and the holding companies which includes acting as the group auditors for a large international group. Their historical knowledge of our company and operations is highly important to us especially as we have a fairly complicated group structure. The team are reliable, friendly and organised in their approach.

    We would have no hesitation in recommending Menzies to any other company.”

    Print Friendly, PDF & Email

    Crabtree & Evelyn, Crabtree & Evelyn August 17, 2016

  • “Menzies LLP have acted as our auditor and advisors for a number of years. The company has a holistic range of services to offer, from the compliance aspects of our business and consultancy services which are undertaken by specialist teams. The firm have recently undertaken a business valuation for a successful acquisition of an overseas subsidiary that our group acquired as it continues to grow and branches out into the overseas markets. We have found Menzies to be reliable, honest advisors and would not hesitate to recommend them.”

    Print Friendly, PDF & Email

    Contechs Holdings Limited, Contechs Holdings Limited August 17, 2016

  • “We have known Menzies for a very long time. The firm acts as our auditors and advisors for the company and our family’s own personal matters. The team fully understand our affairs and come up with pro-active solutions that are in our best interest and tax efficient for the business and family. We also utilise the services of Menzies Wealth Management so the teams work closely together to ensure our affairs dove tail in their advice. The team are trustworthy and reliable and we would not hesitate to recommend them for your personal or company affairs.”

    Print Friendly, PDF & Email

    Down Street Electrics Limited, Down Street Electrics Limited August 17, 2016

  • “We have been working with Menzies for a number of years on compliance and advisory matters. The team are approachable and proactive, offering constructive and helpful support, Menzies have over the years during the development of our business consistently met our needs. The team work well to ensure that we achieve our internal deadlines and communicate with us along the way. We would happily recommend Menzies to others.”
    David Moss, Head of Finance – Emmi (UK) Limited

    Print Friendly, PDF & Email

    Emmi (UK) Limited, Emmi (UK) Limited August 17, 2016

  • “We are a very long standing client of Menzies and they deal with all our financial requirements from day to day bookkeeping through to higher level advisory support.  They are always courteous, professional and considered – and relevant to our sector – providing us with solutions that are prompt and accurate and help us to run the business as efficiently as possible.  We would have no hesitation in recommending their services.”
    Takashi Kamimura – Mary Quant Limited

    Print Friendly, PDF & Email

    Mary Quant Limited, Mary Quant Limited August 17, 2016

  • “What really pleases me is that I’m now, for the first time, proud of my business, seeing it grow and spending less time at work! I’m learning how to have fun and relax again. My hard work is starting to pay off, thanks to Menzies”

    Print Friendly, PDF & Email

    FTI, FTI May 25, 2016