Board Representation
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Board Representation
It pays to take out of the business to review progress and think strategically about the future. Too often small and medium-sized businesses don’t find time to do this, except perhaps annually when they visit their accountant, if their accountant, as we do, discusses wider business issues than the accounts themselves. As a sole trader or sole director, it is impossible to have a meeting with yourself, but some clients value a one-to-one meeting with us, especially if we are producing management accounts.
To medium-sized clients, without a finance manager/ director, we offer ”On Board”: a service whereby a member of the senior management team attends monthly or quarterly board or partnership meetings, standing in for the finance director and putting a financial perspective on the historic progression and future development of the business. Coming from outside the business we bring fresh perspectives from our broader client base. We do not assume to become directors, but act in an advisory capacity, although we will chair the meeting if requested to do so.
For larger clients (even those with a finance director) we can act in an advisory capacity or as non-executive director.
Services
Board Representation
It pays to take out of the business to review progress and think strategically about the future. Too often small and medium-sized businesses don’t find time to do this, except perhaps annually when they visit their accountant, if their accountant, as we do, discusses wider business issues than the accounts themselves. As a sole trader or sole director, it is impossible to have a meeting with yourself, but some clients value a one-to-one meeting with us, especially if we are producing management accounts.
To medium-sized clients, without a finance manager/ director, we offer ”On Board”: a service whereby a member of the senior management team attends monthly or quarterly board or partnership meetings, standing in for the finance director and putting a financial perspective on the historic progression and future development of the business. Coming from outside the business we bring fresh perspectives from our broader client base. We do not assume to become directors, but act in an advisory capacity, although we will chair the meeting if requested to do so.
For larger clients (even those with a finance director) we can act in an advisory capacity or as non-executive director.
Testimonials
Client Feedback
See how we've assisted our valued clients in their own words.
TopCashback
We have used Citrus Group since the early days of establishing our business (6 years) for Audit, Payroll Processing, Taxation and Business Advice and have always found their advice to be responsive and commercial. As well as being professional, the team at Citrus Group are very down to earth, friendly and approachable so you never shy away from picking up the phone to ask for some quick advice - but this doesn’t detract from their ability to grasp complex matters quickly, even under pressurised situations and to deliver sensible pragmatic advice.
Edmonds Accounting Services Ltd
Thank you for the assistance provided particularly in relation to the transition from UK GAAP to FRS102 and for enabling us to submit the accounts within the prescribed time frame. As discussed during our work, the rationale behind much of the transition adjustments was unclear and your assistance, which we are aware was often provided outside normal office hours, proved invaluable and was very much appreciated.
Cross Rhythm
Citrus Group have audited Cross Rhythms charitable accounts for the last 6 years. Their work is of a high standard. They are both professional and friendly in their approach. I’ve also found their fees to be very reasonable.
Hylands Ltd
Citrus Group have looked after all our accountancy needs in a very professional and dependable manner for the last 25 years. They are also a source of sound business advice and provide full payroll facilities which we have been pleased to use for many years. In conclusion we have no hesitation in recommending Citrus Group to any potential client.