Every business wants to head in a unique, strategic direction, and you, as the Managing Director, CEO or business owner, are in the driving seat.
For many successful businesses, a finance lead brings a uniquely qualified financial understanding, which ensures that the business stays as close to the intended path going forward as possible.
From developing a long-term financial strategy, improving the insights from your accounts, and assisting strategic spending to cutting waste and helping raise business capital, a Finance Lead is vital to a business’s long-term success and growth.
When Databarracks acquired COOLSPIRiT in 2024, we worked with Alexa and Peter for the transition. This included all aspects of Management Accounts and monthly payroll. The service they provided was fantastic. Nothing was ever too much trouble for them, and they helped us navigate the transition across two sites, with our Head Office being in London and COOLSPIRiT in Chesterfield. They have also assisted with training our new Finance Manager.
Louise Ridyard, Financial Controller – Databarracks, Coolspirit & PlanB
Not all businesses can employ a qualified and experienced finance lead full-time, such as a Finance Director, CFO or Non-Exec Director, and this often leads to a lack of financial direction. However, that doesn’t mean your business needs to miss out on the vital contribution a finance lead brings.
With Genus’s Client CFO/FD offering, you can outsource your Finance Director, CFO, or Non-Executive Director role. We will use our decades of experience to work closely with your leadership team, driving your strategic vision forward in the right direction.
Our team is also specialists in providing relevant, bespoke training to members of our clients’ finance teams so that they can be more confident and successful when taking over the finance reins of the business in the future.
So, contact Genus today and find out how our experienced team can help your business achieve its goals.
There are no shortcuts with financial strategy, and we will help you drive efficiencies and deliver success in many areas. We want to truly understand your business and its goals and help you achieve them.
As your client CFO, we will help define and execute the company strategy, keeping the longer-term vision and objectives front and centre. A CFO's unique view and understanding will be vital to the success of your growth plans.
As your client FD, we will ensure that systems, processes, and reporting can support the business long-term. We will set well-defined KPIs, deliver accurate forecasts, and embed robust reporting across the whole business, not just the finance team.
As non-executive directors, we will help improve your business by highlighting efficiencies, cutting waste, and providing a sounding board for plans.
Here are just a few of the key areas where we will be able to help.
Cash flow
Software
Data Analytics
Process Mapping
Finance Team Training
Xero Training
Converting to Xero
Management Reporting
If you are interested in working with a qualified client CFO, with a commercially focussed finance mindset and wide industry knowledge, speak to Genus today about how we can take your business to the next level.
