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SERVICES

Experienced financial help for your business.
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NEW BUSINESSES

 

The majority of new businesses fail because they haven't got a robust business plan or don't stick to their budget so they run out of money.

 

Why? Because finance is often an area founders don't have experience of and they want to be focussing on their business, not the accounts.

 

So... get help.  

 

Baytree Financial can help you to develop your new business.  Typical services for new businesses include:

 

  • Assisting with business plans

  • Budgeting

  • Cash flow forecasting and management

  • Accounting services

  • Preparing presentations to attract investment

  • Support obtaining a bank loan

  • Building a finance team

  • Part-time Finance Director services

 

SMALL TEAM, BIG IDEAS

 

Many highly successful companies are run with small finance and/or management teams.  When the time comes to undertake the next step there is often a lack of resource in either manpower or skills.

 

Baytree Financial can support you by providing additional manpower or advice.

 

Baytree will work with you to establish what is required, for how long and on what basis.  Typical services for small teams with big ideas include:

 

  • Part-time Finance Director role

  • Non-executive Director role

  • Short and longer-term forecasting

  • Working capital projections

  • Bank covenant projections

  • Preparing presentations to attract investment

  • Preparing information for Circular to shareholders

  • Review of potential acquisition or merger targets

  • Running acquisition or sales processes

  • Project budgeting and accounting

  • Establishing and managing finance team

  • Management and Board information reporting

  • Project accounting and cashflow management


 

ONGOING COMPLIANCE

 

As a fully fledged company there are no doubt a number of regulatory and compliance aspects that you have to comply with. In addition, your business needs to deal with the risks it faces.

 

Baytree Financial can provide short or medium-term support in helping you meet these or set up the systems to ensure they will be met.

 

Typical regulations-based services include:

 

  • Non-Executive Director role

  • Company Secretarial role

  • Preparing information for external auditors

  • Fund reporting

  • Design and implementation of effective internal controls

  • Preparing information for Circulars to shareholders


 

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