Financial Management Fast Track

We Set-Up Top Quality Financial Management Reporting Systems for youso that you can quickly & easily get the data you need to make informed business decisions


We set up your internal financial management systems for you, taking away the confusion and the huge time burden this puts upon you as a business owner. We take all our years of learning about how to get EXACTLY what is required to really make decisions in a property business, and replicate it for you in your business.

You'll walk away with your own FINANCIAL TEMPLATE custom-made to you and your business that can be used every month (or even week) moving forwards to assess the health of your business and make decisions.

You have enough to juggle in your business without trying to figure out how to pull together all the financial data you need to make decisions! So let us take the weight off you and replicate our processes for you.

The programme is perfect for you if:

  • You have no proper financial management system in place in your business and would want to have one (with no hassle on your part!)
  • You have a financial management system in place, but would want to improve to an advanced method
  • You are overwhelmed with your data and numbers and you need the help and direction to get them all organised, leading you to create a proper financial management system
CONTACT US TO BOOK A CONSULTATION CALL

This is the exact system that we use in Tomes Homes to track our cashflow and assess the overall health of our business. It has taken us years, and thousands of hours, to get to this point of up-to-date, easy to interpret, USEFUL data all in one GORGEOUS dashboard (see example below)... and we want you to be able to have this in your business

Financial Management FT

To summarise what the package involves:

  • Initial Consultation with the Detail Dave & the Tomes Homes FC Bernard Romulo: During this session we aim to fully understand your business model and structure in order to scope out what key metrics are going to be right for your business to track. We discuss how the data will need to be categorised in the accounts moving forwards in order to make these metrics easily accessible
  • Production of first draft of new report template: This template will incorporate the metrics and items discussed during the initial consultation, and once produced there will be 1-2 feedback sessions to go through it with you, in order to refine and perfect the report for your needs  
  • Creation of Invoices & Receipts Process: It's integral to ensure that your bookkeeper will have easy access to all the information they need to be able to keep your accounts fully up to date, so we will work with you to create and implement a simple and efficient process for dealing with all receipts & invoices in your business
  • Support to hire a bookkeeper/Financial Controller in the Philippines: we will work with you to agree a job specification, then we will set up the back office process through onlinejobs.ph and google docs to manage applications, filter the right candidates for interview, conduct first round interviews & set task based assessment to asses technical standard. We will also provide a suggested set of questions to make it easy for you to be able to conduct 2nd round interviews with the best 2-3 candidates and do your own values based assessment in order to make the final call on who to hire. We will also provide a template contract that you can use with your new hire if you wish
  • Bookkeeper Process Manual: This provides a clear process for how to create and update the monthly management report using the supplied template, as well as detailing how certain expense items are to be categorised moving forwards in order to ensure the reliability of chosen metrics
  • Support over the first 3 months: Worked out from the date your new bookkeeper begins, this is to ensure the ongoing process is working for you and that you are receiving your monthly management accounts to a satisfactory standard
  • New Hire and Report Troubleshooting: Should there be any problems with the new hire or the supplied report template, we will be available to both assess the problems, ascertain suitable solutions and help with a new hire if necessary

The above takes approximately 2 months with the additional 3 months of support on top of that.

This is a bespoke product, lead by our brilliant Financial Controller, Bernard, and as such we can only accommodate one business per month.

Any questions on the Financial Management FT? Drop us an email to info@property-strategy.com and we'll get right back to you.

CONTACT US TO BOOK A CONSULTATION CALL
Financial Management FT testimonials