How does a virtual FD work?

We use the latest technology and cloud-based solutions, meaning you can have access to a “virtual FD” as well as a complete advisory service from an experienced and trusted adviser.

Exploring your business

 
We'll start with an understanding of your business and a review of your curent systems in place. We want to find out more about what your business consists of, your goals and objectives and the way you operate - as not only do we want to know our clients well, but this will help us to advise you on what's best for your business personally. All of our services are tailored to each client; there's no one-size-fits-all set package services here.

Reviewing your systems

Working along-side you, our experts will be able to provide a clear insight into your finances and use strategic planning to help you achieve your personal and business objectives. Do you currently use an accountant? A book keeper? Or maybe you're already using an adviser. We want to ensure that everything fits into place and will allow for smooth running of your business, so let us know of any professionals you are currently using.

Software and support

After reviewing your current software, we will be able to advise you on what's best for your business. We use a range of softwares and online solutions and can provide software conversion, support, advice and training. We'll ensure that you're set up on a software that suits your business best and will allow you to track your progress from anywhere.

Choosing your services

We offer a range of services here at Your Business Adviser, that might be of benefit to your business. We'll discuss how we can help you and the services we can provide to ensure everything is as hassle and stress free for you as possible. You can view our full list of services here. We also provide flexible payment options to suit your needs and budget.

Meeting with us

Have something to discuss with us? Need us to attend a meeting? Want us to meet with your bank? We'd be happy to meet with you. Technology also plays a part in our meetings as we can also have a 'virtual meeting' over Skype or Zoom. Even if you just want to run something by us; we're happy to speak over the phone. Whether you want to meet regularly for monthly, quarterly or yearly meetings; our tailored services mean that the choice is yours.
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