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Wingspan Finance

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About

I mix traditional Accounting knowledge with Management Consulting problem solving skills to deliver a complete business partnering service to small and medium sized firms.

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2 hires on Bark
1 min response time

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4.5/5

2 customer reviews

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12 June 2024

Business Consulting

Daniel from wingspan finance, are incredible to work with.

22 May 2024

I recently worked with Daniel to create a model for LSL provisions. He was extremely knowledgeable, efficient and was able to deliver quickly. I would highly recommend his services and look forward to working with him again soon. More...

Q&As

Watching someone's eyes light up when I explain a concept to them that will help them in their job or business.

The desire to build something myself from scratch and to have an adventure.

If you want an accountant/consultant who understands the complexity but can summarize it for you in simple terms, then you should choose me. There is no "corporate jargon" just simple language to help you grow your firm.

All of my services can be provided online, however it is always good to see people face to face to discuss problems. So if it makes sense to do so, i'm happy to travel to meet people.

If your worried about Covid, we can just communicate online.

Services

Are you a small business owner and just want some guidance on your firms direction?

My business coaching service includes weekly or fortnightly meetings, where I act as a thought partner for you and your business. We will explore the problems you are facing, pull them a part to fully understand, and discuss the pro's & con's of the options available to you to address.

Are your internal processes holding back your company's growth? Do you feel your processes are clunky?

My steps in process improvement include: Understanding what the process's aim is, documenting the existing process, collaboratively developing the new process and then imbedding that process within your organization through documentation and training.

I have led many process improvement projects including; BD & Sales management, Quoting & pricing, Client invoicing, staff scheduling, Client project management, AP & Payroll.

Do you look at an excel spreadsheet once a month on your business performance? Do you get any real insight out of it?

Over 10 years in senior finance positions I have developed a management reporting package for SME businesses that will give you significantly more insights into your firm than you have today.

The package covers traditional financial reports (P&L, Cashflow, Balance sheet) as well as non financial reports bespoke to your firm (Utilisation, Sales conversion rates etc), reports are prepared with a historical & forecast view.

Covers all three of my bespoke offerings:
1. Process Improvement.
2. Management reporting.
3. Business Coaching.