Boardview is Northern Accountants Director-led outsourced CFO service that delivers proactive, strategic financial leadership by providing a dedicated Chief Financial Officer (CFO) to help guide your business forward.
Unlike traditional accounting services, which focus on historical performance, our Boardview service uses up-to-date management information to assess your current position and help plan where you want to be.
This high-level outsourced service allows for a fresh perspective into your business with our team offering financial insight, structure, and hands-on support. Ensuring that your business can make proactive, growth-oriented decisions, from inception to exit.
Key Components of Our Boardview Service
Your CFO integrates the Boardview Experience, a structured framework designed to guide businesses through strategy formation, execution, and performance evaluation. This approach includes:
Step 1: Strategy Day
We begin with a focused session to clarify your business vision, set clear objectives, and outline actionable strategies to drive your goals forward. Establishing a solid foundation for your growth journey.
Step 2: Initial Kick-Off Project
We collaborate to define initial priorities, align on deliverables, and set the pace for the next phase.
Step 3: Regular Boardview Sessions
Quarterly Boardview sessions keep your business on track by reviewing strategic goals, tracking KPIs, and identifying opportunities or challenges.
GLOSS Review Framework
The GLOSS Review Framework is a tool designed to align your business’s financial and strategic goals. It focuses on understanding where you currently stand, defining where you want to go, and taking strategic actions to achieve those objectives.
You and Your Goals
Our goal setting services help you to establish targets and provide a clear, actionable roadmap for your business.
Business Planning
We help translate personal goals into strategic business plans with a clear pathway to achieve them. This planning process includes:
Business Consultancy
Our consultancy services enhance business performance through regular financial health assessments and process optimisation.
Growing Your Business
We guide businesses through growth phases by developing scalable, sustainable strategies.
Funding and Asset Finance
We help secure the right funding and manage asset finance to support expansion.
Exiting Your Business
We facilitate smooth transitions through sale, merger, acquisition, or succession planning.
Key Benefits of Choosing Our CFO Service
Strategic Leadership
Gain clear direction and focus for sustainable business success.
Customised Solutions
Tailored financial strategies aligned with your unique business goals.
Proactive, Hands-On Approach
We’re actively involved in decision-making, offering insights for forecasting, planning, and performance management.
Enhanced Financial Clarity
Gain regular insights into valuation, growth opportunities, and market position.
Growth Acceleration
Scalable strategies and structured sessions to support and sustain expansion.
Operational Efficiency
Identify and optimise processes to reduce costs and improve productivity.
Comprehensive Business Transition Support
Maximise business value with exit strategies, buyer management, and smooth transitions.
Continuous Performance Monitoring
Regular sessions and KPI tracking to keep your business on track.
