An Outsourced Finance Director is a cost-effective way to provide your business with the financial strategy it needs to grow.

Momentum South West
Finance Director Exeter
We cover Exeter, Plymouth, Taunton, Bristol.....

Being on top of your business finances is not just about having money in the bank and keeping the business afloat. It is also about planning for the future and understanding the financial impact of your long-term strategic goals. However, many businesses simply haven’t got the resources or time to hire a full-time Financial Director to provide such analysis and insight.

Momentum South West can support your growing business by providing an outsourced Finance Director.

We deliver Xero training for your book-keeper, admin staff and managers.  Bespoke and tailored to exactly what you need.

Having an outsourced Finance Director on board, provides you with a sounding board to discuss the long-term goals for your business. Giving you confidence in the implementation of your strategic plans to achieve those goals.

Our outsourced Finance Director offering is a bespoke service, starting with a comprehensive walkthrough of your business, thereafter we work closely with you to help bring your strategic business plan to life.

Migrate to cloud-based accounting software, such as Xero or Quickbooks

Xero helps you do bookkeeping tasks faster, so you can spend more time doing the things that matter to you. Stop chasing unpaid invoices, don’t drown in paperwork, stay productive on the move and most importantly extract powerful management reports at the click of a button.


Outsourced finance director

Learn how to better utilise the powerful capabilities Xero or Quickbooks

Many businesses who have moved across to a cloud-based software, such as Xero, but continue to bookkeep in the way they did before. , therefore not benefiting from the powerful report building capabilities of the new software.



Budgeting and Cash Flow Forecasting

We can work with you to help implement or improve a budgeting cycle, helping you bring your business plan to life and explore scenarios by forecasting your income statement (P&L) and balance sheet. This allows you to determine whether your business growth projections are realistic and then to assess your actual performance versus budget, providing you with an extremely valuable variance report.

Improve your management accounts and reports

An insightful review of your financial performance and position to ensure your business remains within the lines of your financial road-map. We aim to provide you with the development plan to help you obtain the tools and relevant knowledge to enable you to better utilise your financial data in decision making.


Documentation and Implementation of Internal Controls

Following the detailed walkthrough of your business to assess your internal control environment we can provide feedback on gaps in your internal control framework. We can assist with the documentation of your internal controls and offer guidance around how to implement or improve controls.


"Take the fear out of finance, and bring in an Outsourced Finance Director - today"

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    Outsourced Finance Director

    DID YOU KNOW: The Financial Reporting Council (FRC) stipulates that the board of directors has responsibility for an organisations overall approach to risk management and internal control. Which means that the directors of a company are responsible for ensuring the design and implementation of internal controls.