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Outsourced Financial Director Services

Who We Work With.

I support owner-led businesses across the UK with up to £20 million in turnover across manufacturing, transport, service and retail

  • Growing fast, but lacking strategic oversight

  • Unsure how to interpret their numbers or plan cash flow

  • Preparing for investment, expansion or exit

  • Relaying on a bookkeeper or accountant, but missing the bigger picture

  • Keen to improve profit margins, reduce waste, and make better decisions

Essentials

working at desk

For businesses up to £3 million turnover needing finance leadership on a budget.

Starting from £750/Month

  • Monthly Board ready financial summary

  • KPI dashboard and commentary

  • Annual budgeting support

  • Quarterly cashflow forecasts

  • Two monthly check-ins (Email/Video)

  • Finance support via email (48-72hr response)

Best For: Businesses wanting regular finance insight without complexity

Growth Partner

Business Meeting

For companies between £3-10 million turnover ready to scale profitably

Starting from £1,500/Month

Everything in Essentials, plus:

  • Monthly performance review (online or in-person)

  • Rolling 12 month forecasting model

  • Profit improvement plan (cost control & revenue optimisation

  • Cash-flow control implementation

  • Support with funding applications and grant proposals

  • VAT and Payroll process review

Best For: Business owners looking for hands on financial strategy and scale-up support

Strategic FD+

Man working out a problem on a board

For established or investor-backed businesses preparing for their next big move

Starting from £2,250/Month

Everything in Growth Partner, plus: 

  • Fortnightly finance leadership support

  • Exit-readiness planning or investor prep

  • Fundraising packs, pitch decks and due diligence

  • Mentoring for internal finance or commercial staff

  • Bespoke board or investor reporting

  • Automation strategy (e.g Power Bi Dashboards)

Best For: Businesses preparing for acquisition, fundraising or major transformation

Add On & Ad Hoc Services

Day Rate Ad Hoc Support

£750

Power BI Dashboards

From £750

Finance Process Audit & Action Plan

£1,500

One-Off Strategy Day & Report (on site)

£950 + Travel

Cash Management Setup

£950

ISO Accreditation Support

From £2,000 per standard

ERP Setup & Statement Design

 £2,500

Get in touch

Contact Us Form

Location : Somerset - Covering UK Wide

Phone number : 07584 502996

Contact Lock & Ledger today for professional advice on fractional finance director services and discover how we can assist with your business's financial requirements.

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What Our Clients Say

Managing Director.
Transport and logistics

"working with Kim was a total game-changer. She didn't just help us get our finances in order, she showed us how to grow ustainably and actually boost our profit margins. "
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