Expert  Finance & Strategy For Ambitious Companies

Welcome

Hey! I’m Kevin Steel FCCA, and I’m a chartered certified accountant and the co-founder of Clarendon Finance & Strategy (CFS). My sweet spot is working with £1mm-£15mm companies.

Your accountant handles your payroll and taxes - I focus on the level above. Here's what that means:

𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗗𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱

I analyse your financial and operational data and build a business dashboard to enable you to make data-backed decisions

𝗙𝘂𝘁𝘂𝗿𝗲 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆

I create reliable profit & loss forecasts and future cash flow projections, linked directly to the company's strategy

𝗢𝗻𝗴𝗼𝗶𝗻𝗴 𝗦𝘂𝗽𝗽𝗼𝗿𝘁

Dashboards and forecasts are updated monthly, and I'm by your side to explain the data and help with any key business decisions.

Feel free to connect with me on LinkedIn or book a meeting via Calendly at the bottom of this page.

Core Service Offering

For a fixed monthly fee I’ll act as your Fractional CFO & strategy advisor.

Every business is unique and has its own set of goals and challenges, so my engagement with you will be tailored specifically to your needs.

Below are the core areas that apply to most of the clients I work with

NED & Strategy Support

Attend your monthly board meeting as a Non-Executive Director and help troubleshoot business problems and improve future performance.

Beautiful & Accurate Monthly Reporting

Present a beautiful monthly report which contains a complete breakdown of your financial key performance indicators which are measured against your targets, along with custom written analysis.

Capital Allocation

You’re making profit and have spare cash in the bank - what should you spend it on?

Should you hire more staff? Increase advertising spend to generate more revenue? Acquire another company to increase in size and scope?

We’re here to assist you in making the financial decisions which are linked directly to your strategic goals.

Financial Planning & Budgeting

Develop financial plans and budgets that align with your strategic goals. Includes forecasting revenue, managing expenses and prioritising cash flow management to help maintain a healthy cash position

Unlimited E-mail Support

Unlimited e-mail support and lightning fast well-written responses.

We reply to 90% of e-mails within 2 hours and have a guaranteed response time of 24hrs

Fintech Upgrade

The majority of businesses do not have a modern, tech-focused finance function. Not only are we Xero experts, we’re fintech experts.

We help integrate best-in-class finance software & AI solutions to greatly increase efficiency and accuracy across all areas of the finance function. This includes supplier payments, bookkeeping accuracy and debt collection amongst others.

Deep Dive Discovery

What’s the process to start working together?

Positioning is important in all aspects of business. We position ourselves to provide value up-front.

Kevin Steel FCCA will conduct a free deep dive business analysis prior to officially engaging with you.

If you don’t think we’re a good fit at the end of this process - you can walk away free of charge.

Worst case scenario is that you’ve got a detailed business analysis from an experienced entrepreneur and finance expert - completely free of charge!

Here is how the process works

Step 1 - Intro Call

30 minute introductory call to see if we’re a good fit for each other.

You can book a meeting direct via my Calendly link here or e-mail me kevin@clarendonfs.co.uk

Step 2 - Mindmap Session

Before we even look at your finances, we analyse your business first to get some context.

Our CEO Kevin Steel FCCA will hop on a 60-90 minute video call with you and run through a custom-built business modelling mind map.

Kevin will share his screen, and populate the mind map live on the call (he can type very fast!).

This is a custom-built analysis model based loosely on the Business Model Canvas.

Once complete, you’ll receive a copy of the mind map along with a written analysis of your business.

Step 3 - Finance Analysis

We’ll request access to your Xero account (happy to sign NDA) and conduct some high-level finance analysis.

This will allow us to gauge:

  • The financial health of the business and performance to date

  • The quality and accuracy of your financial data

  • Your level of finance technology integration

Step 4 - Your Analysis & 90 Day Plan

We’ll bring everything together from the mindmap session and the finance analysis.

You’ll receive a detailed analysis of your business along with a set of recommendations and action points.

If you’re not excited to work with us at this point, you can walk away free of charge.

Worst case scenario - you’ve had an in-depth independent strategy & finance review which you can use to improve your business.

If you decide to work with us, we’ll agree a 90 day plan for your business and finances and start executing.