Summary
Insuring a Policyholder requires multiple skillsets- distribution lead, underwriter, operations technician, claims specialist etc.
Building a successful insurance finance team is no different. You need several skillsets- bookkeeper, purchase ledger clerk, credit controller, treasury manager, tax specialist, payroll manager, management and financial accountant, finance manager, finance director etc.
Working with LMF, our members get access to all of the above skillsets for one monthly fee without the cost and stress of hiring and managing an in-house team.
We create bespoke packages to suit your business needs. We operate as your virtual finance department so you have the peace of mind when it comes to the numbers.
Below are three examples of our most common packages.
Compliance
Controller
Controller
All the basics to keep your business on track and hassle-free when it comes to compliance.
We recommended this package for:
Early stage Start Up's looking to get off the ground, founders only, that want us to look after the bare basic finance compliance tasks so the 'lights are kept on' & HMRC are kept at bay.
- Bookkeeping
- Payroll & Taxes
- VAT
- Year-End Statutory Accounts Preparation
- Annual Corporation Tax Filings
Controller
Controller
Controller
A step up from the basics that helps your business with management reporting, cash flow and forecasting.
We recommended this package for:
Growing businesses that employ a team and want us to not only 'keep the lights on', but also know their numbers and take control of finance responsibilities on a day to day basis so they can focus on growing their business.
- Bookkeeping
- Payroll & Taxes
- VAT
- Year End Statutory Accounts Preparation
- Annual Corporation Tax Filings
- Employee Expense Management
- Cash matching & insurer payments
- Supplier & Employee Expense Payments
- Cashflow Forecasting
- Management Reporting
CFO
Controller
CFO
The full package when it comes to having a virtual finance department.
We recommended this package for:
Growing or established businesses that want complete hands-on support and strategic input to help them take their business to the next level, leveraging our knowledge and experience of working with Best in Class Businesses like yours.
- Bookkeeping
- Payroll & Taxes
- VAT
- Year End Statutory Accounts Preparation
- Annual Corporation Tax Filings
- Employee Expense Management
- Cash matching & insurer payments
- Supplier & Employee Expense Payments
- Cashflow Forecasting
- Management Reporting
- Research & Development Tax Credits
- Annual Budgeting/Reforecasting
- Strategic Planning
- Board Meeting attendance
- Finance Director Support