Finance Outsourcing
Plan for Profit gives you full control, clarity and confidence in your business finances!
What is Plan for Profit and Finance Outsourcing & Why Does It Matter?
Plan for Profit is our signature service—a fully outsourced finance function designed to give you complete financial clarity, control, and confidence of your business finances without the stress!
It’s not just about bookkeeping and keeping HMRC and Companies House happy!
It’s about building a financial management system that :
Supports your growth
Drives profitability
Helps you achieve your business goals.
Running a business without clear financial view of your business can feel like driving blindfolded. With Plan for Profit, you get the real-time financial insights, systems, and strategic support you need to scale your business sustainably. In other words, you'll no longer fear those HMRC brown envelopes coming through your letterbox again.
The Risks of Not Having a Fully Managed Finance Function
We know what it’s like when you’re trying to juggle everything—clients, team, operations, and the numbers. In fact, without a robust finance system in place, you’re likely to face:
Uncertainty - “how much cash do I actually have, and where’s it going?”
Missed deadlines - rushing to meet VAT, payroll, or tax deadlines at the eleventh hour (or worse, the thirteenth!).
Growth plateaus - a lack of financial data means you can’t plan ahead effectively.
And the consequences? Oh, they’re not pretty:
Cash flow problems that catch you off guard
Missed opportunities to increase profits or secure funding
Stressed, sleepless nights worrying about whether you can pay salaries, taxes, or suppliers
Feeling stuck in the day-to-day with no time to focus on strategy or growth
But here’s the good news - our outsourced finance and accounting services can sweep in like a superhero to save the day. We’ll eliminate these pain points and set you on the path to financial clarity, confidence, and control.
How Our Plan for Profit Service Works
Our Plan for Profit service combines bookkeeping, financial management, and CFO-level support. Using our proven PIMS framework, we take you through four essential steps to build a finance function that works for you:
Plan It
Firstly, we start by understanding your vision and goals—where you are now and where you want to be.
- detailed business analysis to assess your current financial position
- financial forecasting to map out your income, costs, and growth targets
- cash flow planning to identify gaps and ensure you’re prepared for what’s ahead.
Plan It
Next, we put robust financial systems in place to streamline your day-to-day:
- full setup and integration of Xero your bank to track every pound seamlessly
- automated processes to collect and manage receipts using tools like Hubdoc or Apron.
- customised dashboards to monitor client profitability, income streams, and team costs.
Measure It
Now that we have everything running smoothly, we focus on tracking and reporting the numbers that matter. We do this with:
- monthly management accounts with tailored insights on your accounts
- KPI tracking to measure your progress and profitability
- variance analysis to compare your forecasts against actual performance
Support It
Lastly, we don’t stop at the numbers! We’re by your side every step
of the way to help you achieve your goals. We do this by offering
- quarterly finance CFO / FD meetings to review your progress and refine your strategy, ongoing advice and support to keep you focused and on track
- on demand support and access to financial data so you’re never left in the dark
- virtual CFO / FD services with access to your own FD without the hefty price tag of hiring one full time.
Why Choose Plan for Profit for Your Outsourced Finance Function?
When you choose Plan for Profit, you’re not just hiring accountants - you’re gaining a dedicated partner in your business’s growth. Here’s why we’re the best choice for finance outsourcing:
Fully Outsourced - from bookkeeping to strategic financial management, we take care of everything so you can focus on what you do best.
Tailored to You - we adapt our systems, reporting, and support to suit the way you run your business.
Cloud based and Forward Thinking- with tools like Xero, Apron, Hubdoc and Syft you’ll have real-time financial visibility and seamless processes.
Growth-Focused - we specialise in helping ambitious agencies and B2B service businesses scale from start up to multi 6-7 figures, giving you the financial systems and strategy to get there.
Part of Your Team - we don’t just tick boxes – we care! In fact, we see ourselves as an extension of your team. Your business matters greatly to us, and we are here to proactively support your growth with the guidance and support you need.
And importantly.... NO question is ever a stupid question.
Client Feedback
"Working with Sterling Financial Management has provided me with lots of insights and lightbulbs moments on how I manage my business. The expert knowledge, experience and clear guidance has transformed the way I think about how I approach my finances. Cannot recommend enough"
"We have worked together with Fiona and Sterling for many years and have always found them to be a trusted partner who can help us, as a small, non financial business, navigate the unfamiliar world of finance and business management! This has led to Fiona being more an FD than an accountant which as a consultancy has been an invaluable way to unlock value for our clients and our own business"
"Fiona takes the time to properly and thoroughly explain accounting and taxes to you (or any other financial questions you have relating to this). She will find new, alternative ways of explaining things if you are struggling to understand which is amazing. She’s very approachable and has an abundance of personality too which I personally really like 😊"
The Benefits of Outsourced Finance and Accounting Services
Just imagine: No more panic over cash flow. No more surprises when tax bills arrive. No more confusion about where your money is going. Your entire finance function is handled seamlessly, your numbers are accurate and up-to-date, and you have the financial information to hand when you need it to confidently plan for the future.
Sounds good, doesn’t it? There’s more too!
With everything taken care of, we’re confident our service will leave you feeling:
Relieved - Say goodbye to the stress of untangling financial complexities - we’ve got it all covered, so you can finally relax (yes, really).
Empowered - With crystal-clear, accurate data at your fingertips, you can make confident, informed decisions.
Supported - Think of us as your financial sidekick, always here to guide you through the tricky stuff and celebrate the wins.
Let’s Get Started
Ready to take your finances to the next level? Contact us today to learn how Plan for Profit can support your growth and streamline your finances. Let’s work together to build a profitable, sustainable future for your business.
We are based in Dorking, Surrey and 100% cloud-based, we can work with you wherever you are in the country.
Ready to take the stress out of finance?
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