Restructure Your Business for Time & Money
Meet the best business partner, you never had. Work 1:1 with the ULTIMATE FD to review, revamp, and structure your entire portfolio of businesses to free up your time and maximise your margins.
WHO IS THIS FOR
Do You Lack Profit?
Are you overworked and underpaid? Do you work for your business as opposed to your business working for you? If you need accountability, financial expertise, and years of industry knowledge to support you in restructuring your business then this is the right package for you.
World Class Accountability
1:1 Access All Areas Support Framework
Monthly Accelerators, Finance Review and Quarterly General Meetings.
MAIN FEATURES
offers a unique, proven methodology & framework for allowing you to restructure your business. Make more money and work less. Get there quicker, make less mistakes, enjoy the journey with the ULTIMATE FD.
Accelerators
Come with any problem, leave with a solution.
Finance Reviews
Know how you did, and what you need to do each month to improve your numbers.
Quarterly General Meetings
Quarterly reviews to keep you on track for the year.
World Class Accountability
Become accountable to someone else, make decisions together and make results happen.
Maximise Your Margins
Improve the profitability of your business every month, earn more from less.
Leverage
Design and implement a World Class team to allow you to work on the business, not in it.
Fluent In Finance
Make every decision in your business financially led.
Wealth Planning
Make some profit so you can build your wealth.
METHODOLOGY
ANNUAL
Future Forecast
Work closely with ULTIMATE FD to create a unique, bespoke business model and forecast for your multiple businesses.
Agree exactly how much profit you are going to make in the next 12 months.
Prepare to be challenged on your assumptions and provided with guidance that will make you additional £1,000s in the coming year.
Deliverables
12 Month Detailed Business Model
Plan & Budget
Forecast & Targets
ANNUaL
Annual General Meeting (AGM)
Present your detailed business plan for the 12 months ahead to your ULTIMATE FD and prepare to be professionally challenged.
Agree the right plan from the offset and chunk it down into quarterly deliverables for the year ahead.
You decide what success looks like, but we travel there together.
Deliverables
12 month business plan
Three quarterly objectives for each quarter
ONE SESSION PER MONTH
Ultimate FD Accelerator
A good FD understands numbers, an ULTIMATE FD helps you use numbers to solve all your problems.
These sessions are designed to help you solve any challenges along the way and include but are not limited to: Systems, operations, finances, company structure, pricing, cost reductions, general business advice, personal development etc.
Anything you need to solve the problem of the day, week, month.
Deliverables
Resolve all agenda items
ONE SESSION PER MONTH
Finance Reviews
Your ULTIMATE FD will host a monthly finance review. This is a VITAL part of the UFD methodology.
Deep dive into your numbers and take away key actions which will drive your performance for the next 30 days until the next one.
Deliverables
Full review of your key account statements
Profit & Loss Review
Balance Sheet Review
Cash Flow Forecast
biannual
Ultimate FD Wealth Summit
The UFD Wealth Summits consist of carefully selected experts diving deep on advanced wealth creation strategies, whilst making it simple.
Quarterly Wealth Summits designed to keep you focused on the bigger picture.
You need to master wealth and be ready to springboard into long term wealth creation as soon as your business is ready to let you extract the profits.
Deliverables
Group sessions with wealth experts
FULL ACCESS
The Profit Process Vault
Full access to The Profit Process Vault with over 52 modules designed to give you financial clarity, control and leverage yourself away from your business.
These modules can be done independently or referred to by your ULTIMATE FD for additional knowledge.
Deliverables
Full access to 52 specialist training modules
FULL ACCESS
Whatsapp Support
Have a problem that cannot wait? Need some advice or a quick decision? Just message your ULTIMATE FD via WhatsApp and expect a response typically within one working day
This is mentorship on tap. Make the most of it!
Deliverables
Whatsapp Support from the Ultimate FD
The results speak for themselves. We came to Ultimate FD with underperforming and in some cases loss making businesses. We now have a set of profitable companies that allow us to draw more each month. I do consider myself being financially savvy but having external expertise on board has been a game changer for us! Investing in your back office is always a difficult decision to make, but the ROI has been huge.
For too long the way I checked in on my letting agency was seeing bank balance was going up or down. I knew I needed to gain more clarity as well as focus on the business to improve margins but struggled with time. We now have a financial forecast, clarity on our financials, and a support and accountability structure to help us grow the business profitably. That uneasy feeling is gone now I have someone in my corner who cares about the finances more than I do.
Couldn’t recommend working with Ultimate FD more. Been with them since 2019 and the service is still delivering. As a solo business owner who doesn’t like the detail, having someone to bring structure to the numbers and assist with decision making is quite frankly invaluable. Fear and uncertainty absorb so much time and energy and his support really facilitates execution.
Working with the Ultimate FD team was absolutely world class from start to finish. The level of detail and customer care was exceptional throughout and the team were on hand whenever I had questions or queries. The end result is a business model that far exceeded my expectations, it is highly functional, aesthetically beautiful and most importantly an invaluable asset for my business. I couldn’t recommend the team enough. They are the secret weapon that every business needs to take things to the next level.
Frequently Asked Questions
Frequently Asked Questions
Frequently Asked Questions
Do I Need An Accounting System?
We are unable to support clients on ULTIMATE FD until they have clarity on their financials. If you want support but you do not yet have monthly finances reviews and management accounts you may want to start with FAST TRACK FINANCIALS before commencing with ULTIMATE FD.
How Many Clients Do You Work With?
We have limited spaces on ULTIMATE FD to 6 clients at any one time.
How Much Does It Cost?
We will need to review your portfolio of businesses and agree a project scope with you on an individual basis before we can give you an indication on price. Please book a call and we can send you a fee proposal once reviewed.
How Much Of My Time Will This Take?
We would typically spend around 2-3 hours per month in face to face meetings, and there may be additional business development work for you to do on top of that. Please note however that all of the time spent is time invested in working on your business.
I Do Not Understand My Numbers At All, So Can Ultimate Fd Help Me?
YES! You are exactly the right client for ULTIMATE FD. We exist to support entrepreneurs in understanding, controlling and improving their numbers. Never be embarrassed about your lack of accounting and financial knowledge. We will make it simple and easy for you to understand so you can the knowledge for the rest of your life.
My Business Is New, Should I Have Ultimate Fd Now Or Later?
Getting an FD at the start of your business journey and building a profitable business from day 1 is always recommended.
What Is The Actual Output Of This Work?
ULTIMATE FD provides a support framework for you and your business. The output is determined by your FUTURE FORECAST. Once we have agreed what we want your business to look like in 12 months, it is ULTIMATE FD’S job to ensure you get there.
Contact Us
Contact us to establish if Fast Track Financials is right for you and your business and receive a bespoke fee proposal. Time to replace chaos with clarity, make better decisions and maximise your margins.
Contact Us
Contact us to establish if Future Forecast is right for you and your business and receive a bespoke fee proposal. Time to replace chaos with clarity, make better decisions and maximise your margins.
Contact Us
Contact us to establish if ULTIMATE FD is right for you and your business and receive a bespoke fee proposal. Time to replace chaos with clarity, make better decisions and maximise your margins.